Invesco India Contra Fund · Regular · Growth
NAV
₹131.7700
as of 17 Jun 2026
Expense Ratio
1.62%
AUM
₹19,718 Cr
Lumpsum returns (CAGR)
- 1Y
- -1.27%
- 3Y
- +16.00%
- 5Y
- +13.95%
- Since Inception
- +14.36%
SIP returns (XIRR)
- 1Y
- -0.80%
- 3Y
- +7.77%
- 5Y
- +12.41%
- Since Inception
- +15.45%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹5,88,186
Benchmark
₹4,56,734
+₹1,31,452 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,15,000
Invested
₹5,88,186
Value today
15.1%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹12,535
Value today
14.1%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹11,50,000
Withdrawn
₹66,53,461
Corpus left
+₹68,03,461 net gain — withdrew ₹11,50,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹65,34,536
Value today
-13.1%
vs lumpsum
Direct lumpsum would have beaten STP by 13.1% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹3,83,267
Value today
3.8×
Multiple
Staying invested through that crash turned ₹1L into ₹3,83,267 — a 3.8× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.40
Sharpe Ratio
-0.06
Alpha
0.53
Beta
-0.39
Sortino
15.60%
Std Dev
-16.70%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Larsen & Toubro Limited5.24%
- 2Icici Bank Limited5.04%
- 3Axis Bank Limited3.78%
- 4Hdfc Bank Limited3.65%
- 5Reliance Industries Limited3.60%
- 6Mahindra & Mahindra Limited3.55%
- 7Infosys Limited3.22%
- 8Bharti Airtel Limited2.56%
- 9Cholamandalam Investment And Finance Company Limited2.35%
- 10Glenmark Pharmaceuticals Limited2.11%
Investment Objective
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 ₹19,718 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE 500 TRI. The current expense ratio is 1.62%.
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