Invesco India Contra Fund - Growth

Category: Equity: Contra
Launch Date: 11-04-2007
Asset Class: Equity
Benchmark: BSE 500 TRI
Expense Ratio: 1.65% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 18,046.02 Cr As on (30-04-2025)
Turn over: 75
NAV as on 05-06-2025

133.15

0.92 (0.691%)

CAGR Since Inception

15.32%

BSE 500 TRI 12.53%

PERFORMANCE of Invesco India Contra Fund - Growth

Scheme Performance (%) Data as on - 05-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Invesco India Contra Fund - Growth 14.78 22.65 24.71 16.03 15.32
Benchmark - - - - -
Equity: Contra 11.4 23.3 28.31 15.92 15.55

Yearly Performance (%)

Nav Movement

Fund Managers

Taher Badshah, Amit Ganatra

Investment Objective

To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing. There is no assurance that the investment objective of the Scheme will be achieved

RETURNS CALCULATOR for Invesco India Contra Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

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 0.9 4.06 0.97 - -
Equity: Contra - - - - - -

PEER COMPARISION of Invesco India Contra Fund - Growth

Period
Data as on - 05-06-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Invesco India Contra Fund - Growth 11-04-2007 14.78 26.81 22.65 24.71 16.03
SBI Contra Fund - Regular Plan -Growth 14-07-1999 11.18 24.09 23.85 34.18 16.2
Kotak India EQ Contra Fund - Growth 27-07-2005 8.23 25.89 23.4 26.05 15.52

PORTFOLIO ANALYSIS of Invesco India Contra Fund - Growth

Asset Allocation (%)