Invesco India Contra Fund · Regular · Growth
NAV
₹134.9400
as of 31 Jul 2026
Expense Ratio
1.62%
AUM
₹19,391 Cr
Lumpsum returns (CAGR)
- 1Y
- -0.60%
- 3Y
- +14.84%
- 5Y
- +13.34%
- Since Inception
- +14.40%
SIP returns (XIRR)
- 1Y
- +3.40%
- 3Y
- +8.18%
- 5Y
- +12.73%
- Since Inception
- +15.50%
What history actually did — last 10 years (Aug 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹12,85,062 today — ₹5,95,000 invested, 14.9% XIRR.
₹5,95,000
Invested
₹12,85,062
Value today
14.9%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹3,99,822 today (14.9% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹27,13,161.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹12,85,062 in this fund vs ₹12,17,407 in the benchmark — outperformance of ₹67,655.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹4,10,526 today (4.11×).
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, annualised-0.09
Sharpe Ratio
-0.01
Alpha
0.32
Beta
-0.09
Sortino
15.10%
Std Dev
-16.70%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Icici Bank Limited6.30%
- 2Larsen & Toubro Limited5.25%
- 3Axis Bank Limited3.89%
- 4Mahindra & Mahindra Limited3.41%
- 5Reliance Industries Limited3.16%
- 6Infosys Limited3.04%
- 7State Bank Of India2.62%
- 8Cholamandalam Investment And Finance Company Limited2.61%
- 9Bharti Airtel Limited2.43%
- 10Apollo Hospitals Enterprise Limited2.23%
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 ₹19,391 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