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: 19169.54 As on (30-09-2025)

Expense Ratio: 1.64% As on (29-09-2025)

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 28-10-2025

138.37

-0.33

CAGR Since Inception

15.21%

BSE 500 TRI 12.52%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Invesco India Contra Fund - Growth 3.76 20.24 22.56 16.14 15.21
Benchmark - - - - -
Equity: Contra 4.22 20.78 25.24 16.13 15.48

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

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Sector Allocation

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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 3.76 24.66 20.24 22.56 16.14
Kotak Contra Fund Reg Gr 27-07-2005 5.41 24.38 21.77 23.72 16.12
SBI Contra Fund Reg Gr 14-07-1999 3.5 20.11 20.32 29.44 16.13

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 0.97 2.66 0.99 - -
Equity: Contra - - - - - -