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Invesco India Contra Fund Direct Growth

Growth
155.650.46% (-0.72)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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Invesco India Contra Fund Performance & Key Metrics

Invesco India Contra Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5541.370.40
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.1335.200.11

Invesco India Contra Fund Scheme InfoInvesco India Contra Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 10% of units and 1% for above the limits on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
BSE 500 - TRI

About Contra Fund

About Contra Fund

Contra funds invest in stocks that are not performing very well at a particular time. These investments focus on under-owned sector which have high potential but being neglected by investors.

Invesco India Contra Fund Peers

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

Invesco India Contra Fund Peers & Comparison

Comparing 2 mutual funds from 
EquityContra Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Invesco India Contra Fund9.98%26.18%19.19%
SBI Contra Fund3.46%26.51%16.89%
Kotak India EQ Contra Fund3.42%26.84%17.39%

Invesco India Contra Fund Returns Comparison

Compare Invesco India Contra Fund with any MF, ETF, stock or index
Compare Invesco India Contra Fund with any MF, ETF, stock or index
Invesco India Contra Fund
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Invesco India Contra Fund Portfolio

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

Invesco India Contra Fund Asset Allocation

Invesco India Contra Fund Asset Allocation

Actual

Target

May 2024

Sep 2024

Nov 2024

Mar 2025

ACTUAL
Cash & EquivalentsFutures & OptionsRightsEquity1.27%1.75%1.97%95.01%

May 2024

Sep 2024

Nov 2024

Mar 2025

Tickertape Separator

Invesco India Contra Fund Sector Distribution

Invesco India Contra Fund Sector Distribution

+29 morePackaged Foods & MeatsConstruction & EngineeringIT Services & ConsultingPharmaceuticalsPrivate Banks48.76 %3.92 %3.98 %9.32 %9.99 %24.04 %

May 2024

Sep 2024

Nov 2024

Mar 2025

Tickertape Separator

Invesco India Contra Fund Sector Weightage

Invesco India Contra Fund Sector Weightage

Dec 23Mar 24May 24Sep 24Nov 24Mar 2518.04%16.12%16.80%20.97%21.91%24.04%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Invesco India Contra Fund Current Holdings

Invesco India Contra Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Invesco India Contra Fund

AMC Profile of Invesco India Contra Fund

Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.

Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.

  • No.of Schemes

    37

  • Total AUM

    ₹ 1,16,466.61 Cr.

Invesco India Contra Fund Manager Details

Invesco India Contra Fund Manager Details

Invesco India Contra Fund Manager Profile

Invesco India Contra Fund Manager Profile

Taher Badshah

AUM:  ₹33,032.34 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 18yrs

Amit Ganatra

AUM:  ₹36,106.36 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Invesco India Contra Fund Manager Performance (0)

Invesco India Contra Fund Manager Performance (0)

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Invesco India Contra Fund Tax Implications

Invesco India Contra Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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You make

Invesco India Contra Fund Review & Opinions

Invesco India Contra Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.

Invesco India Contra Fund FAQs

Invesco India Contra Fund FAQs

  1. What is the NAV of Invesco India Contra Fund?

    The Current NAV of Invesco India Contra Fund is ₹155.65, as of 13th June 2025

  2. What are the returns of Invesco India Contra Fund?

    The Invesco India Contra Fund has been there since 1st January 2013
    • 1 Year Returns: 9.98
    • 3 Year Returns: 26.18
    • 5 Year Returns: 26.62

  3. What are the top 5 sectors holdings of Invesco India Contra Fund?

    The top sectors Invesco India Contra Fund has invested in are as for 1st 01 2013 are as follows -
    • Private Banks | 24.04%
    • Pharmaceuticals | 9.99%
    • IT Services & Consulting | 9.32%
    • Construction & Engineering | 3.98%
    • Packaged Foods & Meats | 3.92%

  4. What are the top 5 holdings Invesco India Contra Fund?

    The top 5 holdings for Invesco India Contra Fund are
    • HDFC Bank Ltd | 8.42%
    • ICICI Bank Ltd | 7.86%
    • Infosys Ltd | 5.59%
    • Axis Bank Ltd | 3.53%
    • Mahindra and Mahindra Ltd | 3.31%

  5. What is the asset allocation of Invesco India Contra Fund?

    The Invesco India Contra Fund is a plan that invests
    • Equity | 95.01%
    • Rights | 1.97%
    • Futures & Options | 1.75%
    • Cash & Equivalents | 1.27%

  6. How to invest in Invesco India Contra Fund?

    If you wish to invest in Invesco India Contra Fund Plan via smallcase, you can follow these quick and easy steps -
    1. Log in to smallcase
    2. Search and select the Invesco India Contra Fund
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in Invesco India Contra Fund is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

  7. What is the AUM of Invesco India Contra Fund?

    The AUM of Invesco India Contra Fund is 18398.02 Cr as of 13th June 2025

  8. What is the expense ratio of Invesco India Contra Fund Plan?

    The expense ratio of Invesco India Contra Fund Plan is 0.55

  9. How to exit Invesco India Contra Fund?

    If you have invested in Invesco India Contra Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.

  10. What is the alpha of Invesco India Contra Fund?

    The alpha ratio for the Invesco India Contra Fund is 5.05

    Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  11. What is the Volatility or Standard Deviation of Invesco India Contra Fund?

    The volatility or standard deviation for the Invesco India Contra Fund is 15.20

    Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  12. What is the sharpe ratio of Invesco India Contra Fund?

    The sharpe ratio for the Invesco India Contra Fund is 0.40

    The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.

  13. What is the Sortino ratio of Invesco India Contra Fund?

    The Sortino ratio for the Invesco India Contra Fund is 0.04

    The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.

  14. What is the Price to Earnings (PE) of Invesco India Contra Fund?

    The PE ratio (price-to-earnings) of the Invesco India Contra Fund is 41.37 while category PE ratio is 35.20

  15. 1. Test MF FAQ for Mutual Fund Invesco India Contra Fund Shares?

    The Current NAV of Invesco India Contra Fund is ₹155.65, as of 13th June 2025

  16. 5. Test MF FAQ Is there any lock-in period for Invesco India Contra Fund Plan?

    There is a lock in period of N/A for Invesco India Contra Fund