Invesco India Contra Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 85% of historical 3-year rolling periods.
- Generated +2.5% annualized alpha (excess return) over its benchmark.
- Consistently ranked #1 in its category with an MFIQ quantitative score of 4.9/10.
- Experienced a maximum drawdown of -58.1% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +9.04% | +7.88% | +1.16% |
| 3 Months | +1.27% | +0.93% | +0.34% |
| 6 Months | +7.73% | +3.68% | +4.05% |
| 1 Year | +1.34% | +0.10% | +1.24% |
| 3 Years CAGR | +14.90% | +13.98% | +0.92% |
| 5 Years CAGR | +11.74% | +12.62% | -0.88% |
| 7 Years CAGR | +16.35% | +16.35% | 0.00% |
| 10 Years CAGR | +15.39% | +15.39% | 0.00% |
| Since Inception | +14.37% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Invesco India Contra Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +0.75% | +0.75% | 0.00% |
| 2025 | +3.13% | +6.13% | -3.00% |
| 2024 | +30.14% | +22.10% | +8.04% |
| 2023 | +28.82% | +35.01% | -6.19% |
| 2022 | +3.79% | +7.37% | -3.58% |
| 2021 | +29.57% | +30.17% | -0.60% |
| 2020 | +21.18% | +21.18% | 0.00% |
| 2019 | +5.94% | +5.94% | 0.00% |
| 2018 | -3.26% | -3.26% | 0.00% |
| 2017 | +45.63% | +40.23% | +5.40% |
| 2016 | +6.72% | +6.72% | 0.00% |
| 2015 | +4.02% | -0.10% | +4.12% |
| 2014 | +62.96% | +47.66% | +15.30% |
| 2013 | +4.67% | +4.67% | 0.00% |
| 2012 | +30.72% | +33.20% | -2.48% |
| 2011 | -22.07% | -23.81% | +1.74% |
| 2010 | +12.92% | +12.92% | 0.00% |
| 2009 | +104.75% | +90.55% | +14.20% |
| 2008 | -48.96% | -50.73% | +1.77% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -52.00% | +17.25% | +10.77% | +136.98% | 76.8% | 54.0% |
| 3-Year Rolling | -5.91% | +16.30% | +16.68% | +35.59% | 97.1% | 84.8% |
| 5-Year Rolling | +1.07% | +15.86% | +15.75% | +30.39% | 100.0% | 100.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-04 | 2008-10-27 | -58.1% | 10 months | 14 months |
| 2020-02-20 | 2020-03-23 | -36.6% | 1 months | 7 months |
| 2010-11-10 | 2011-12-20 | -28.2% | 13 months | 24 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity Related Instruments: Min. 80% Max. 100% Debt Money Market / Other Liquid Instruments : Min 0% Max. 20% Gold / Silver ETFs : Min 0% Max. 20% Units issued by InvITs :Min 0% Max. 10% | Per Scheme Mandate |
Investment Objective & Strategy
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
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 20,903 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Contra schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Contra Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Kotak Contra Fund | 4.7 | +13.98% | 2.01% | 102.5% | Rs 5,457 cr | Compare → |
| SBI CONTRA FUND | 4.9 | +11.04% | 1.60% | 89.2% | Rs 47,655 cr | Compare → |
Frequently Asked Questions about Invesco India Contra Fund
What is the expense ratio of Invesco India Contra Fund?
Invesco India Contra Fund has a total expense ratio (TER) of 1.83% with a base expense ratio of 1.41%, compared to the Contra category median of 1.83%.
Who manages Invesco India Contra Fund?
Invesco India Contra Fund is managed by Taher Badshah.
What are the historical returns of Invesco India Contra Fund?
Invesco India Contra Fund delivered a 3-year CAGR of 14.9% and a 5-year CAGR of 11.74%. Its 1-year return stands at +1.34%.
How large is Invesco India Contra Fund?
Invesco India Contra Fund manages assets of Rs 20,903 cr, placing it in the 'comfortable' size band relative to Contra peers.
How is Invesco India Contra Fund scored on MFIQ?
Invesco India Contra Fund holds an MFIQ Score of 4.9/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Invesco India Contra Fund?
Invesco India Contra Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 15.13% with a maximum historical drawdown of -58.14%.