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: 19287.72 As on (31-07-2025)

Expense Ratio: 1.63% As on (31-07-2025)

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 28-08-2025

132.97

-1.39

CAGR Since Inception

15.1%

BSE 500 TRI 12.42%

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 19.29 21.08 15.97 15.1
Benchmark - - - - -
Equity: Contra -3.72 20.03 24.09 15.95 15.36

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 -2.41 22.03 19.29 21.08 15.97
Kotak Contra Fund Reg Gr 27-07-2005 -4.08 21.55 20.46 22.63 15.7
SBI Contra Fund Reg Gr 14-07-1999 -4.67 18.3 20.35 28.56 16.19

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 1.11 3.83 0.97 - -
Equity: Contra - - - - - -