Invesco India Contra Fund - Growth

Fund House: Invesco Mutual Fund

Category: Equity: Contra

Status: Open Ended Schemes

Launch Date: 11-04-2007

Minimum Investment: 1000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: BSE 500 TRI

Total Assets: 20590.69 As on (28-11-2025)

Expense Ratio: 1.63% As on (28-11-2025)

Turn over: 81.00% | Exit Load: If upto 10% of Units allotted are redeemed / switched-out within 1 year from the date of allotment - Nil. For any redemption / switchout in excess of 10% of units allotted within one year from the date of allotment - 1%. If units are redeemed or switched-out after 1 year from the date of allotment -Nil.

NAV as on 26-12-2025

137.63

-0.61

CAGR Since Inception

15.03%

BSE 500 TRI 12.46%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Invesco India Contra Fund - Growth 2.41 20.09 18.62 16.2 15.03
Benchmark - - - - -
Equity: Contra 4.79 20.56 21.01 16.5 15.35

Funds Manager

Taher Badshah, Amit Ganatra

RETURNS CALCULATORS for Invesco India Contra Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Invesco India Contra Fund - Growth

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of Invesco India Contra Fund - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Invesco India Contra Fund Gr 11-04-2007 2.41 16.31 20.09 18.62 16.2
Kotak Contra Fund Reg Gr 27-07-2005 6.59 15.08 21.04 20.07 16.64
SBI Contra Fund Reg Gr 14-07-1999 5.38 12.88 20.54 24.34 16.66

Asset Allocation (%)

Key Performance and Risk Statistics of Invesco India Contra Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Invesco India Contra Fund - Growth 12.32 0.95 2.93 0.99 - -
Equity: Contra - - - - - -