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 3 m old fund and has delivered average annual returns of 19.13% since inception. Invesco India Contra Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 16.5% 21.9% 28.19% 17.24% 19.13%

NAV as of Apr 23, 2025	Returns since inception	ET Money Rank	VRO Ratings
₹151.62+0.69% 1 day change	19.13% p.a.	#NA View Ranked Funds	3

Historical NAV & returns

NAV: ₹151.62 as on Apr 23, 2025

This fund Category average

Invesco India Contra Fund overview

VRO rating	3
Expense ratio	0.59% as on Mar 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)	₹17,265 Crs
Lock-in	No Lockin
Age	12 yrs 3 m since Jan 01, 2013
Benchmark	BSE 500 TRI
Min. investment	SIP ₹500 & Lump. ₹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, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

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 Apr 24, 2025

Period	This fund	Category average
1 month	4.04%	3.09%
3 months	4.3%	3.23%
6 months	-2.95%	-3.27%
1 year	16.5%	11.09%
3 years	21.9%	22.35%
5 years	28.19%	31.5%
7 years	16.6%	17.63%
10 years	17.24%	16.78%

Asset allocationas on Mar 31, 2025

Large Cap 59.237604000000005%

Mid Cap 23.58452%

Small Cap 15.857876000000001%

Other Cap 0.0%

Top holdings

HDFC Bank Ltd.8.42%

ICICI Bank Ltd.7.86%

Infosys Ltd.5.59%

Axis Bank Ltd.3.53%

Top sectors

Financial 30.009999999999998%

Healthcare 14.870000000000001%

Services 10.419999999999998%

Technology 9.18%

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 2.46%

Other Holdings

Others 2.46%

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Invesco India Contra Fund	N.A.	₹17,265 Crs	12 yrs 3 m	0.59%
SBI Contra Fund	N.A.	₹42,220 Crs	12 yrs 3 m	0.64%
Kotak India EQ Contra Fund	N.A.	₹3,935 Crs	12 yrs 3 m	0.6%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Invesco India Contra Fund	4.04%	-2.95%	16.5%	21.9%	28.19%	17.24%
SBI Contra Fund	2.37%	-3.28%	6.86%	23.05%	37.14%	16.5%
Kotak India EQ Contra Fund	2.87%	-3.57%	9.9%	22.1%	29.17%	16.59%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Invesco India Contra Fund	14.88	0.97	0.86	1.45
SBI Contra Fund	13.22	0.86	1.15	1.97
Kotak India EQ Contra Fund	14.88	0.98	0.89	1.5

View all Contra funds

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

Alpha	5.11 vs. 7.14 Underperformed at beating benchmark
Sharpe	0.86 vs. 15.28 Poor risk-adjusted returns
Beta	0.97 vs. 1.11 Less sensitive to market ups & downs
Standard deviation	14.88 vs. 14.33 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 Contra mutual fund scheme from Invesco Mutual Fund. This fund has been in existence for 12 yrs 3 m, having been launched on 01/01/2013. Invesco India Contra Fund Direct-Growth has ₹17,265 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Invesco India Contra Fund Direct-Growth as of 23/04/2025 is ₹151.62. The fund has an expense ratio of 0.59%, which is close to what most other Contra funds charge.

Invesco India Contra Fund Direct-Growth returns of last 1-year are 16.95%. Since launch, it has delivered 19.14% average annual returns. The fund has doubled the money invested in it every 3 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 below 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., Axis Bank Ltd., Mahindra & Mahindra Ltd..

...

Fund AUM	₹17,265 Crs as on Mar 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	39 view all schemes
Total AUM	₹1,06,703 Crs as on Mar 31, 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 (in Crs.)	1Y	5Y
Invesco India Smallcap Fund	N.A.	₹5,885 Crs	15.51%	36.74%
Invesco India Infrastructure Fund	N.A.	₹1,410 Crs	6.1%	33.93%
Invesco India Mid Cap Fund	N.A.	₹5,779 Crs	20.99%	32.93%
Invesco India PSU Equity Fund	N.A.	₹1,217 Crs	5.0%	31.51%
Invesco India Large & Mid Cap Fund	N.A.	₹6,432 Crs	20.1%	28.11%

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 ₹151.62 as of Apr 23, 2025.

What are the returns of this mutual fund scheme?

The Invesco India Contra Fund is a 12 yrs 3 m old fund and has delivered average annual returns of 19.13% since inception.

Invesco India Contra Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
16.5%	21.9%	28.19%	17.24%	19.13%

How much does this mutual fund charge as expense ratio?

The Invesco India Contra Fund - Direct Growth has an expense ratio of 0.59%, 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 ₹17,265 Crs crore as of Mar 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.	8.42%
ICICI Bank Ltd.	7.86%
Infosys Ltd.	5.59%
Axis Bank Ltd.	3.53%
Mahindra & Mahindra Ltd.	3.31%
NTPC Ltd.	2.77%
Apollo Hospitals Enterprise Ltd.	2.73%
Larsen & Toubro Ltd.	2.64%
Bharat Electronics Ltd.	2.56%
Eternal Ltd.	2.39%

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	30.009999999999998%
Healthcare	14.870000000000001%
Services	10.419999999999998%
Technology	9.18%
Automobile	6.17%
Capital Goods	5.95%
Energy	4.15%
Construction	3.93%
Consumer Staples	3.3099999999999996%
Consumer Discretionary	2.46%

What is risk level of Invesco India Contra Fund?

This is a Contra 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

in Contra

#NA

Return Outperformance: This fund has generated highest return amongst Contra funds in the last 10 Years.
Chance: This fund has generated a 14.08% annual return in 70% of times for investors holding for at least 5 years.
Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
Age: This is the oldest Contra fund.
Expense Ratio: This fund has the lowest expense ratio amongst actively/passively managed Contra funds.
Exit Load: Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.