Invesco India Contra Fund Direct Plan Growth

Invesco India Contra Fund Direct Plan Growth

Equity

Invesco Mutual Fund

Contra

Get the latest NAV of Invesco India Contra Fund Direct Plan Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹163.90

▲0.9%1D

NAV as on 09 Nov 2026

17.53%/per year

Since Inception

Absolute Gain%

▲▼

4499 people have invested ₹ 3.4Cr in Invesco India Contra Fund in the last three months

Invesco India Contra Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (09-Nov-26)

The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
8.03%
0.48%
5.67%
2.22%
15.9%
12.59%
Nifty 500
7.42%
-0.94%
1.62%
-0.14%
10.91%
8.61%
Contra Avg
6.99%
0.85%
3.57%
0.67%
14.79%
12.35%
Best in Contra
5.64%
1.87%
5.27%
1.39%
15.78%
14.33%
Worst in Contra
3.81%
-2.55%
0.67%
-2%
11.8%
12.88%
Category Rank
3/3
3/3
3/3
3/3
3/3
2/3

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Invesco India Contra Fund
2/3
19,248Cr
0.78%
2.22%
15.9%
3.98
1.02
0.53
0.77
1.11
SBI Contra Fund
1/3
45,068Cr
0.88%
-1.5%
11.78%
0.66
0.90
0.34
0.49
0.12
Kotak Contra Fund
3/3
5,196Cr
0.8%
1.06%
15.34%
3.10
1.01
0.50
0.73
1.03

Invesco India Contra Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

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Profit

Total Corpus

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Invesco India Contra Fund Asset Allocation

See fund asset allocation details as on (14-Oct-26)

Fund Distribution

as on (14-Oct-26)

Large cap
52.4%
Small cap
23.1%
Mid cap
21.2%
Mid Cap allocation has gone down from 21.8% to 21.2%
Mid Cap allocation has gone down from 21.8% to 21.2%
Large Cap allocation has gone down from 53.9% to 52.4%
Large Cap allocation has gone down from 53.9% to 52.4%
Small Cap allocation has gone up from 21.6% to 23.1%
Small Cap allocation has gone up from 21.6% to 23.1%
Cash allocation has gone up from 1% to 1.5%
Cash allocation has gone up from 1% to 1.5%

Invesco India Contra Fund Sector Allocation

See fund sector allocation details as on (14-Oct-26)

Sector Allocation

Financial Services
31.6%
Consumer Cyclical
16.9%
Industrial
12.6%
Health
12.1%
Tech
10.2%
Energy
5.1%
Basic Materials
5.1%
Communication
2.7%
Real Estate
2%
Consumer Defensive
1.7%

Top 3 Sectors in September were Financial Services, Consumer Cyclical & Industrial

Sep'26

Financial Services

30%

Consumer Cyclical

17%

Industrial

15%

Aug'26

Financial Services

30%

Consumer Cyclical

16%

Industrial

15%

Invesco India Contra Fund Holdings Details

as on (31-Oct-26)

Top Stocks bought last month
Meesho Ltd's allocation increased from 1.47% to 1.98%
Meesho Ltd's allocation increased from 1.47% to 1.98%
Tata Motors Ltd's allocation increased from 1.51% to 1.83%
Tata Motors Ltd's allocation increased from 1.51% to 1.83%
Central Mine Planning & Design Institute Ltd's allocation increased from 0.56% to 0.77%
Central Mine Planning & Design Institute Ltd's allocation increased from 0.56% to 0.77%
Top Stocks sold last month
ICICI Bank Ltd's allocation decreased from 6.06 % to 5.9 %
ICICI Bank Ltd's allocation decreased from 6.06 % to 5.9 %
Larsen & Toubro Ltd's allocation decreased from 4.86 % to 4.84 %
Larsen & Toubro Ltd's allocation decreased from 4.86 % to 4.84 %
State Bank of India's allocation decreased from 3.16 % to 3.07 %
State Bank of India's allocation decreased from 3.16 % to 3.07 %

Invesco India Contra Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.78%
Benchmark
BSE 500 India TR INR
AUM₹19248 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹1,000/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
24.68%
Risk
Risk meter
pointer
Very High Risk

About Invesco India Contra Fund

Invesco India Contra Fund Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Taher Badshah, Deepak Gupta. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Invesco India Contra Fund has ₹19248 Cr worth of assets under management (AUM) as on Oct 2026 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

Invesco India Contra Fund has given a CAGR return of 17.53% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.22%, 15.90% and 12.59% respectively.

Holdings

Invesco India Contra Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Health, Tech, Basic Materials, Energy, Real Estate, Communication, Consumer Defensive. Its top holdings are ICICI Bank Ltd, Larsen & Toubro Ltd, State Bank of India, Mahindra & Mahindra Ltd, Cholamandalam Investment and Finance Co Ltd

Taxation

As it is a contra mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Invesco India Contra Fund

To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. Invesco India Contra Fund has no lock in period.

Fund Manager

Taher Badshah

Fund Manager of Invesco India Contra Fund, since 13 January 2017

Deepak Gupta

Fund Manager of Invesco India Contra Fund, since 1 October 2026

Learn more about Invesco Mutual Fund
Parameters
Sep'26
Aug'26
Jul'26
AUM
₹ 19.2K Cr
₹ 20.6K Cr
₹ 20.1K Cr
  • AUM of the fund stands at 19.2K Cr as of Sep'26
  • AUM decreased by 1.4K Cr between Sep'26 and Aug'26

Compare Invesco India Contra Fund

Invesco India Contra Fund

VS

SBI Contra Fund

Frequently Asked Questions for Invesco India Contra Fund Direct Plan Growth

How do I invest in Invesco India Contra Fund?

INDmoney makes it simple to invest in the Invesco India Contra Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Invesco India Contra Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Invesco India Contra Fund?

The NAV of the fund today is ₹163.90. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Invesco India Contra Fund fund has generated a return of 2.22% in 1 year, 15.90% in 3 years, 12.59% in 5 years.

Who is the fund manager of Invesco India Contra Fund?

The fund managers are Taher Badshah, Deepak Gupta.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.78%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹19248 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Invesco India Contra Fund?

The top 3 holdings of the fund are ICICI Bank Ltd(5.9%), Larsen & Toubro Ltd(4.84%), State Bank of India(3.07%)