Invesco India Contra Fund · Regular · Growth
NAV
₹128.6600
as of 30 Sept 2026
Expense Ratio
1.86%
AUM
₹19,492 Cr
Lumpsum returns (CAGR)
- 1Y
- -2.81%
- 3Y
- +11.86%
- 5Y
- +10.98%
- Since Inception
- +13.99%
SIP returns (XIRR)
- 1Y
- -5.04%
- 3Y
- +3.33%
- 5Y
- +9.98%
- Since Inception
- +14.90%
What history actually did — last 10 years (Sept 2016 – Sept 2026)
A ₹5,000 monthly SIP for the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹12,18,678 today — ₹6,00,000 invested, 13.6% XIRR.
₹6,00,000
Invested
₹12,18,678
Value today
13.6%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹3,70,652 today (14.0% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Sept 2016 would still hold ₹24,87,847.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹12,18,678 in this fund vs ₹11,24,556 in the benchmark — outperformance of ₹76,097.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Sept 2016 – Sept 2026) (22 Mar 2020) would be ₹3,92,303 today (3.92×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.03
Sharpe Ratio
-0.02
Alpha
0.29
Beta
0.03
Sortino
14.28%
Std Dev
-16.70%
Max Drawdown
Performance Comparison
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Icici Bank Limited6.06%
- 2Larsen & Toubro Limited4.86%
- 3State Bank Of India3.16%
- 4Mahindra & Mahindra Limited3.06%
- 5Coforge Limited2.65%
- 6Cholamandalam Investment And Finance Company Limited2.62%
- 7Infosys Limited2.56%
- 8Axis Bank Limited2.36%
- 9Bharti Airtel Limited2.31%
- 10The Federal Bank Limited2.23%
What this fund does
Invesco India Contra Fund · Regular · Growth follows a value/contrarian investment strategy, seeking to identify undervalued stocks trading below their intrinsic worth. The fund aims to generate long-term capital appreciation by investing in companies that the market has overlooked or underpriced.
About This Fund
Invesco India Contra Fund · Regular · Growth is a Contra Fund mutual fund offered by Invesco Mutual Fund. The fund has been operational for over 19 years. It manages assets worth ₹19,492 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE 500 TRI. The current expense ratio is 1.86%.
Who Should Invest?
- •Aggressive investors comfortable with significant short-term volatility
- •Investors with a long-term horizon of 7+ years who can ride out market cycles
- •SIP investors who can benefit from rupee cost averaging during market fluctuations