Invesco India Contra Fund Direct-Growth

Q: What are the returns of Invesco India Contra Fund?

The Invesco India Contra Fund is a 12 yrs 8 m old fund and has delivered average annual returns of 18.88% since inception. Invesco India Contra Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception -0.62% 20.67% 23.59% 18.03% 18.88%

NAV as of Sep 03, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹157.64+0.57% 1 day change	18.88% p.a.	App exclusive #NA View Ranked Funds	₹18,982 Cr

Historical NAV & returns

NAV: ₹157.64 as on Sep 03, 2025

This fund Category average

Invesco India Contra Fund overview

Expense ratio	0.53% as on Aug 31, 2025
Exit load	1.0% Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.!
AUM (Fund size)	₹18,982 Cr
Lock-in Period	Nil
Age	12 yrs 8 m since Jan 01, 2013
Benchmark	BSE 500 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Invesco India Contra Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Sep 04, 2025

Period	This fund	Category average
1 Month	-0.55%	0.39%
3 Months	1.85%	1.41%
6 Months	15.67%	15.16%
1 Year	-0.62%	-3.1%
2 Years	22.78%	18.73%
3 Years	20.67%	18.84%
4 Years	16.78%	15.31%
5 Years	23.59%	23.14%
7 Years	16.72%	15.59%
10 Years	18.03%	15.73%

View returns in detail

Asset allocationas on Aug 31, 2025

Large Cap 58.3%

Mid Cap 25.37%

Small Cap 15.78%

Other Cap 0%

Top holdings

HDFC Bank Ltd.7.79%

ICICI Bank Ltd.6.97%

Infosys Ltd.4.74%

Eternal Ltd.3.73%

Top sectors

Financial 27.280000000000005%

Healthcare 13.870000000000001%

Services 12.170000000000003%

Technology 9.610000000000001%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Repo 3.76%

Other Holdings

Others 3.76%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Invesco India Contra Fund	N.A.	18,982 Cr	12 yrs 8 m	0.53%
ICICI Prudential India Opportunities Fund	N.A.	27,197 Cr	6 yrs 8 m	0.63%
ICICI Prudential Dividend Yield Equity Fund	N.A.	5,231 Cr	11 yrs 4 m	0.57%
ICICI Prudential Value Fund	N.A.	51,112 Cr	12 yrs 8 m	0.99%
SBI Contra Fund	N.A.	44,069 Cr	12 yrs 8 m	0.66%
ICICI Prudential India Equity FOF	N.A.	179 Cr	5 yrs 7 m	0.63%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Invesco India Contra Fund	-0.55%	15.67%	-0.62%	20.67%	23.59%	18.03%
ICICI Prudential India Opportunities Fund	0.55%	13.37%	0.81%	23.6%	31.13%	14.33%
ICICI Prudential Dividend Yield Equity Fund	1.35%	15.07%	0.38%	24.93%	30.13%	17.52%
ICICI Prudential Value Fund	0.87%	14.31%	0.78%	22.08%	26.66%	16.56%
SBI Contra Fund	0.39%	11.78%	-3.91%	20.94%	30.52%	17.25%
ICICI Prudential India Equity FOF	0.5%	14.16%	0.24%	21.25%	26.35%	12.36%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Invesco India Contra Fund	13.62	0.98	0.96	1.46
ICICI Prudential India Opportunities Fund	11.66	0.82	1.32	2.62
ICICI Prudential Dividend Yield Equity Fund	12.34	0.86	1.32	2.17
ICICI Prudential Value Fund	11.41	0.8	1.22	2.21
SBI Contra Fund	12.26	0.88	1.09	1.78
ICICI Prudential India Equity FOF	11.94	0.87	1.11	1.89

View all Strategy funds

Key risk & return ratios Compared to other funds in the category

Alpha	5.1 vs. 5.1 Higher outperformance against benchmark
Sharpe	0.96 vs. 5.1 Poor risk-adjusted returns
Beta	0.98 vs. 0.8 More sensitive to market's ups & downs
Standard deviation	13.62 vs. 8.97 More volatile performance

Compare Invesco India Contra Fund in detail with

About this fund

About Invesco India Contra Fund

Invesco India Contra Fund Direct-Growth is a Strategy mutual fund scheme from Invesco Mutual Fund. This fund has been in existence for 12 yrs 8 m, having been launched on 01/01/2013. Invesco India Contra Fund Direct-Growth has ₹18,982 Crores worth of assets under management (AUM) as on 31/08/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Invesco India Contra Fund Direct-Growth as of 03/09/2025 is ₹157.64. The fund has an expense ratio of 0.53%, which is less than what most other Strategy funds charge.

Invesco India Contra Fund Direct-Growth returns of last 1-year are -0.76%. Since launch, it has delivered 18.90% average annual returns. The fund has doubled the money invested in it every 4 yrs.
Invesco India Contra Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
The fund has the majority of its money invested in Financial, Healthcare, Services, Technology, Automobile sectors. It has taken less exposure in Financial, Healthcare sectors compared to other funds in the category.
The fund's top 5 holdings are in HDFC Bank Ltd., ICICI Bank Ltd., Infosys Ltd., Eternal Ltd., Mahindra & Mahindra Ltd..

...

Fund AUM	18,982 Cr as on Aug 31, 2025
Scheme document	View Scheme Document

Fund managers

Taher Badshah

Mr. Taher Badshah is a B.E (Electronics) and MMS (Finance) from University of Mumbai. Prior to joining Invesco Asset Management Pvt. Ltd. he has worked with Motilal Oswal Asset Management Company Ltd., Aditya Birla Sun Life Mutual Fund, Kotak Mahindra and ICICI Prudential AMC.

Amit Ganatra

Mr. Ganatra holds a Commerce degree and is a Charted Accountant. He is also a Chartered Financial Analyst from AIMR. Prior to joining Invesco Asset Management (India) Pvt. Ltd., he has worked with HDFC Mutual Fund, DBS Cholamandalam AMC Pvt. Ltd. and Fidelity.

Investment objective

The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.

Invesco Mutual Fund details

No. of schemes	40 view all schemes
Total AUM	1,16,619 Cr as on Jun 30, 2025
Address	2101 - A-A Wing - 21st Floor, Marathon Futurex, N.M. Joshi Marg, Lower Parel, Mumbai, 400013
Phone	022-67310000 / 1800-209-0007

More funds from Invesco Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Invesco India Smallcap Fund	N.A.	7,718 Cr	1.27%	31.96%
Invesco India Infrastructure Fund	N.A.	1,524 Cr	-4.24%	31.19%
Invesco India Mid Cap Fund	N.A.	8,063 Cr	10.4%	29.84%
Invesco India PSU Equity Fund	N.A.	1,341 Cr	-8.54%	29.71%
Invesco India Large & Mid Cap Fund	N.A.	8,125 Cr	8.39%	25.78%
Invesco India Focused Fund	N.A.	4,145 Cr	3.28%	N.A.

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Invesco India Contra Fund?

The current Net Asset Value (NAV) of the Invesco India Contra Fund - Direct Growth plan is approximately ₹157.64 as of Sep 03, 2025.

What are the returns of this mutual fund scheme?

The Invesco India Contra Fund is a 12 yrs 8 m old fund and has delivered average annual returns of 18.88% since inception.

Invesco India Contra Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
-0.62%	20.67%	23.59%	18.03%	18.88%

How much does this mutual fund charge as expense ratio?

The Invesco India Contra Fund - Direct Growth has an expense ratio of 0.53%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Invesco India Contra Fund currently has assets under management (AUM) or fund size valued at approximately 18,982 Cr as on Aug 31, 2025.

What are the top stock holdings of Invesco India Contra Fund?

The Invesco India Contra Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
HDFC Bank Ltd.	7.79%
ICICI Bank Ltd.	6.97%
Infosys Ltd.	4.74%
Eternal Ltd.	3.73%
Mahindra & Mahindra Ltd.	3.56%
Larsen & Toubro Ltd.	3.25%
Axis Bank Ltd.	2.88%
Apollo Hospitals Enterprise Ltd.	2.77%
Coforge Ltd.	2.14%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))	1.96%

What are the top sectors Invesco India Contra Fund has invested in?

The Invesco India Contra Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Financial	27.280000000000005%
Healthcare	13.870000000000001%
Services	12.170000000000003%
Technology	9.610000000000001%
Automobile	7.0%
Capital Goods	6.41%
Construction	4.98%
Consumer Staples	3.71%
Consumer Discretionary	3.16%
Insurance	2.09%

What is risk level of Invesco India Contra Fund?

This is a Strategy fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Invesco India Contra Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Invesco India Contra Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Invesco India Contra Fund is complete.

How can I redeem my investments in Invesco India Contra Fund?

Redeeming your investments in Invesco India Contra Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Invesco India Contra Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

App exclusive

in Strategy

#NA

Return Outperformance: This fund has generated highest return amongst Strategy funds in the last 10 Years.
Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
Exit Load: Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.