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OmniAsset › Mutual funds › Invesco India Contra Fund

Invesco India Contra Fund

Contra fund benchmarked to BSE 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202649.85
CategoryContra
PlanRegular · Idcw
Launched15 Feb 2007
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 500 TRI
Expense ratiodirect plan, a year1.86%
AUM₹79.2 Cr
Growth of ₹10,000₹14,7622 Sep 2021 to 2 Sep 2026
₹17,258₹14,955₹12,652₹10,349₹8,046Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹14,762 (+8.1% a year) Invesco India Contra Fund

Performance (trailing, annualised)

1Y annualised-8.55%
3Y annualised10.42%
5Y annualised8.10%
10Y annualised7.75%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,16,060-6.01%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,65,7261.03%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,32,0567.89%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202117.99%
Calendar 2022-5.61%
Calendar 202328.84%
Calendar 202430.14%
Calendar 20253.13%

Rolling returns

Rolling 1Y · average949 windows since 15 Apr 200811.38%
Rolling 1Y · median5.97%
Rolling 1Y · worst window-51.58%
Rolling 1Y · best window113.79%
Rolling 1Y · windows positive63%
Rolling 3Y · average846 windows since 15 Apr 201010.31%
Rolling 3Y · median9.85%
Rolling 3Y · worst window-13.14%
Rolling 3Y · best window30.61%
Rolling 3Y · windows positive87%
Rolling 5Y · average742 windows since 18 Apr 20129.87%
Rolling 5Y · median10.91%
Rolling 5Y · worst window-6.92%
Rolling 5Y · best window25.06%
Rolling 5Y · windows positive95%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)15.75%
Downside deviation (3Y)12.00%
Maximum drawdown-26.84%

Management

Fund managerMr.Taher Badshah
Managing since13 Jan 2017

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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