close
Sucess

Great! You have sucessfully subscribed for newsletters for investments

Subscribed email:

Invesco India Contra Fund

NAV as of Oct 20, 2025Returns since inceptionET Money RankAUM (Fund size)
15.19% p.a.
App exclusive play store apple store
19,170 Cr

Historical NAV & returns

NAV: ₹138.29 as on Oct 20, 2025
This fund Category average
Loading...
This fund Category average

Invesco India Contra Fund overview

AUM (Fund size)19,170 Cr
Exit load1.0%info
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.!
Lock-in PeriodNil
Age18 yrs 8 m since Feb 15, 2007
BenchmarkBSE 500 TRI
Min. investment

SIP: 500 & Lumpsum: 1000

Expense ratio1.64% as on Sep 30, 2025
Plan typeRegular
RiskVery HighVery High Risk
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
Investment period
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 Oct 25, 2025

PeriodThis fundCategory average
1 Month 3.12% 2.64%
3 Months 1.85% 2.93%
6 Months 8.85% 9.1%
1 Year 4.27% 3.99%
2 Years 24.96% 20.83%
3 Years 20.35% 18.72%
4 Years 15.05% 13.91%
5 Years 22.49% 22.31%
7 Years 18.13% 17.3%
10 Years 16.11% 14.5%

Asset allocationas on Sep 30, 2025

Large Cap 60.42%

Mid Cap 23.87%

Small Cap 15.04%

Other Cap 0%

Top sectors

Financial 26.869999999999997%

Healthcare 13.71%

Services 13.430000000000001%

Technology 9.65%

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 2.63%

Mutual Fund 0.26%

Other Holdings

Others 2.63%

Invesco Inida Liquid Fund - Direct Plan 0.26%

Peer comparison

Fund name1M6M1Y3Y5Y10Y
Invesco India Contra Fund3.12%8.85%4.27%20.35%22.49%16.11%
ICICI Prudential India Opportunities Fund3.01%8.74%8.97%23.08%32.63%13.86%
ICICI Prudential Dividend Yield Equity Fund2.75%8.7%7.93%24.05%29.89%16.07%
ICICI Prudential Value Fund3.17%9.21%8.13%22.1%26.81%15.51%
SBI Contra Fund3.39%7.19%3.22%20.42%29.54%16.14%
ICICI Prudential India Equity FOF2.88%8.41%7.12%21.6%26.52%12.27%
Fund nameStd. deviationBetaSharpeSortino
Invesco India Contra Fund13.470.990.931.37
ICICI Prudential India Opportunities Fund11.510.821.322.34
ICICI Prudential Dividend Yield Equity Fund12.130.861.332.07
ICICI Prudential Value Fund11.190.791.282.23
SBI Contra Fund12.190.891.051.68
ICICI Prudential India Equity FOF11.730.871.171.88
Fund nameETM RankAUMFund ageExpense ratio
Invesco India Contra FundN.A.19,170 Cr18 yrs 8 m1.64%
ICICI Prudential India Opportunities FundN.A.30,802 Cr6 yrs 9 m1.58%
ICICI Prudential Dividend Yield Equity FundN.A.5,936 Cr11 yrs 6 m1.81%
ICICI Prudential Value FundN.A.55,445 Cr21 yrs 3 m1.5%
SBI Contra FundN.A.47,205 Cr20 yrs 5 m1.5%
ICICI Prudential India Equity FOFN.A.229 Cr5 yrs 8 m1.21%

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

Alpha 3.11 vs. 4.37 Underperformed at beating benchmark
Sharpe 0.93 vs. 4.77 Poor risk-adjusted returns
Beta 0.99 vs. 0.73 More sensitive to market's ups & downs
Standard deviation 13.47 vs. 8.76 More volatile performance

Compare Invesco India Contra Fund in detail with

ET Money rank

in Strategy
#NA
Ranking for this fund is unavailable.
  • Return Outperformance: This fund has generated highest return amongst Strategy funds in the last 10 Years.
  • Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
  • Return/Risk: The fund is performing poorly than its category.
  • Exit Load: Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.