Loading...

Fund Overview

Fund Size

Fund Size

₹15,962 Cr

Expense Ratio

Expense Ratio

1.67%

ISIN

ISIN

INF205K01189

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

11 Apr 2007

About this fund

Invesco India Contra Fund Regular Growth is a Contra mutual fund schemes offered by Invesco Mutual Fund. This fund has been in existence for 17 years, 11 months and 17 days, having been launched on 11-Apr-07.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹124.01, Assets Under Management (AUM) of 15961.68 Crores, and an expense ratio of 1.67%.
  • Invesco India Contra Fund Regular Growth has given a CAGR return of 15.05% since inception.
  • The fund's asset allocation comprises around 99.26% in equities, 0.00% in debts, and 0.74% in cash & cash equivalents.
  • You can start investing in Invesco India Contra Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+15.35%

+12.03% (Cat Avg.)

3 Years

+18.83%

+19.07% (Cat Avg.)

5 Years

+27.60%

+28.55% (Cat Avg.)

10 Years

+14.97%

+14.20% (Cat Avg.)

Since Inception

+15.05%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity15,843.1 Cr99.26%
Others118.58 Cr0.74%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity1,377.51 Cr8.63%
ICICI Bank LtdEquity1,211.26 Cr7.59%
Infosys LtdEquity1,036.55 Cr6.49%
Axis Bank LtdEquity562.19 Cr3.52%
Mahindra & Mahindra LtdEquity553.63 Cr3.47%
Apollo Hospitals Enterprise LtdEquity430.86 Cr2.70%
Zomato LtdEquity421.19 Cr2.64%
NTPC LtdEquity415.91 Cr2.61%
Larsen & Toubro LtdEquity412.86 Cr2.59%
Bharat Electronics LtdEquity361.84 Cr2.27%
Triparty RepoCash - Repurchase Agreement338.82 Cr2.12%
Kotak Mahindra Bank LtdEquity327.13 Cr2.05%
REC LtdEquity314.46 Cr1.97%
Cholamandalam Investment and Finance Co LtdEquity310.5 Cr1.95%
Coforge LtdEquity297.21 Cr1.86%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity293.33 Cr1.84%
The Federal Bank LtdEquity257.53 Cr1.61%
Mankind Pharma LtdEquity252.67 Cr1.58%
LTIMindtree LtdEquity241.07 Cr1.51%
Net Receivables / (Payables)Cash-220.25 Cr1.38%
ICICI Lombard General Insurance Co LtdEquity215.73 Cr1.35%
FSN E-Commerce Ventures LtdEquity212.69 Cr1.33%
Avenue Supermarts LtdEquity210.49 Cr1.32%
Prestige Estates Projects LtdEquity204.2 Cr1.28%
Entero Healthcare Solutions LtdEquity199.51 Cr1.25%
Lupin LtdEquity198.8 Cr1.25%
Suven Pharmaceuticals LtdEquity197.59 Cr1.24%
TVS Motor Co LtdEquity193.94 Cr1.22%
Glenmark Pharmaceuticals LtdEquity193.23 Cr1.21%
Ambuja Cements LtdEquity191.91 Cr1.20%
Divi's Laboratories LtdEquity190.72 Cr1.19%
Global Health LtdEquity187.85 Cr1.18%
Hindustan Petroleum Corp LtdEquity187.79 Cr1.18%
Ajanta Pharma LtdEquity186.79 Cr1.17%
Shyam Metalics and Energy LtdEquity171.54 Cr1.07%
Varun Beverages LtdEquity160.81 Cr1.01%
Multi Commodity Exchange of India LtdEquity155.74 Cr0.98%
Devyani International LtdEquity155.4 Cr0.97%
Honeywell Automation India LtdEquity144.83 Cr0.91%
Jubilant Foodworks Limited March 2025 FutureEquity - Future143.29 Cr0.90%
Aditya Birla Real Estate LtdEquity140.57 Cr0.88%
Suzlon Energy LtdEquity140.5 Cr0.88%
Samvardhana Motherson International LtdEquity138.84 Cr0.87%
ITC LtdEquity132.07 Cr0.83%
SBI Life Insurance Co LtdEquity122.51 Cr0.77%
Craftsman Automation LtdEquity120.08 Cr0.75%
Kalyan Jewellers India LtdEquity118.32 Cr0.74%
Orchid Pharma LtdEquity114.13 Cr0.72%
Jyoti CNC Automation LtdEquity112.1 Cr0.70%
BSE LtdEquity111.63 Cr0.70%
KEI Industries LtdEquity111.21 Cr0.70%
Crompton Greaves Consumer Electricals LtdEquity107.85 Cr0.68%
J.B. Chemicals & Pharmaceuticals LtdEquity98.44 Cr0.62%
Voltas LtdEquity97.1 Cr0.61%
Central Depository Services (India) LtdEquity95.06 Cr0.60%
Britannia Industries LtdEquity94.42 Cr0.59%
Aadhar Housing Finance LtdEquity92.75 Cr0.58%
V-Mart Retail LtdEquity92.36 Cr0.58%
Jubilant Foodworks LtdEquity91.66 Cr0.57%
Shriram Finance LtdEquity90.36 Cr0.57%
Equitas Small Finance Bank Ltd Ordinary SharesEquity80.84 Cr0.51%
Medplus Health Services LtdEquity78.22 Cr0.49%
Deepak Nitrite LtdEquity77.31 Cr0.48%
Zinka Logistics Solutions LtdEquity77.21 Cr0.48%
Asian Paints Limited March 2025 FutureEquity - Future73.28 Cr0.46%
Whirlpool of India LtdEquity66.67 Cr0.42%
Sonata Software LtdEquity63.75 Cr0.40%
Asian Paints LtdEquity61.61 Cr0.39%
PI Industries LtdEquity56.14 Cr0.35%
Wockhardt LtdEquity53.85 Cr0.34%
Lupin Limited March 2025 FutureEquity - Future26.7 Cr0.17%
Gland Pharma LtdEquity25.19 Cr0.16%
Timken India LtdEquity23.62 Cr0.15%
Info Edge (India) LtdEquity22.7 Cr0.14%
Rec Limited March 2025 FutureEquity - Future12.25 Cr0.08%
Delhivery LtdEquity10.99 Cr0.07%
Larsen & Toubro Limited March 2025 FutureEquity - Future7.87 Cr0.05%
Hindustan Petroleum Corporation Limited March 2025 FutureEquity - Future7.66 Cr0.05%
Crompton Greaves Consumer Electricals Limited March 2025 FutureEquity - Future7.39 Cr0.05%
ITC Hotels LtdEquity5.48 Cr0.03%
Glenmark Pharmaceuticals Limited March 2025 FutureEquity - Future1.84 Cr0.01%

Allocation By Market Cap (Equity)

Large Cap Stocks

59.20%

Mid Cap Stocks

22.47%

Small Cap Stocks

15.80%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services5,325.22 Cr33.36%
Healthcare2,407.87 Cr15.09%
Consumer Cyclical2,375.2 Cr14.88%
Technology1,715.79 Cr10.75%
Industrials1,317.95 Cr8.26%
Basic Materials699.07 Cr4.38%
Consumer Defensive597.79 Cr3.75%
Utilities415.91 Cr2.61%
Communication Services316.03 Cr1.98%
Real Estate204.2 Cr1.28%
Energy187.79 Cr1.18%

Risk & Performance Ratios

Standard Deviation

This fund

14.52%

Cat. avg.

14.07%

Lower the better

Sharpe Ratio

This fund

0.70

Cat. avg.

0.87

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.52

Higher the better

Fund Managers

Amit Ganatra

Amit Ganatra

Since December 2023

TB

Taher Badshah

Since January 2017

Additional Scheme Detailsas of 28th February 2025

ISIN
INF205K01189
Expense Ratio
1.67%
Exit Load
1.00%
Fund Size
₹15,962 Cr
Age
17 years 11 months
Lumpsum Minimum
₹1,000
Fund Status
Open Ended Investment Company
Benchmark
BSE 500 India TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Contra Funds

Fund nameExpense RatioExit LoadFund size
1Y
SBI Contra Fund Regular Growth

Very High Risk

1.5%1.0%₹39589.67 Cr7.9%
Kotak India EQ Contra Fund Regular Growth

Very High Risk

1.9%1.0%₹3603.01 Cr8.6%
Kotak India EQ Contra Fund Direct Growth

Very High Risk

0.6%1.0%₹3603.01 Cr10.0%
Invesco India Contra Fund Direct Growth

Very High Risk

0.6%1.0%₹15961.68 Cr16.6%
SBI Contra Fund Direct Growth

Very High Risk

0.8%1.0%₹39589.67 Cr8.9%
Invesco India Contra Fund Regular Growth

Very High Risk

1.7%1.0%₹15961.68 Cr15.3%

About the AMC

Invesco Mutual Fund

Invesco Mutual Fund

Total AUM

₹1,08,938 Cr

Address

Unit No: 2101 A, 21st floor, A – Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai – 400 013 Maharashtra, India

Other Funds by Invesco Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Invesco India Fixed Maturity Plan Series 34 Plan C Direct Growth

Moderate Risk

-0.0%--
Invesco India Fixed Maturity Plan Series 35 Plan C Direct Growth

Moderate Risk

----
Invesco India Fixed Maturity Plan Series 35 Plan B Direct Growth

Moderate Risk

----
Invesco India Fixed Maturity Plan series 33 Plan C Direct Growth

Moderate Risk

-0.0%--
Invesco India Fixed Maturity Plan Series 33 Plan E Direct Growth

Moderate Risk

-0.0%--
Invesco India Fixed Maturity Plan series 32 Plan F Direct Growth

Moderate Risk

-0.0%--
Invesco India Fixed Maturity Plan Series 34 Plan B Direct Growth

Moderate Risk

-0.0%--
Invesco India Fixed Maturity Plan Series 35 Plan D Direct Growth

Moderate Risk

----
Invesco India Fixed Maturity Plan Series 35 Plan A Direct Growth

Moderate Risk

-0.0%--
Invesco India Equity Savings Fund Direct Growth

Moderately High risk

0.7%0.0%₹393.07 Cr11.5%
Invesco India Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1337.07 Cr7.8%
Invesco India PSU Equity Fund Direct Growth

Very High Risk

0.9%1.0%₹1046.74 Cr7.7%
Invesco India Short Term Fund Direct Growth

Moderate Risk

0.3%0.0%₹508.29 Cr8.5%
Invesco India Tax Plan Direct Growth

Very High Risk

0.8%0.0%₹2482.86 Cr10.6%
Invesco India Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹1501.78 Cr7.8%
Invesco India Growth Opportunities Fund Direct Growth

Very High Risk

0.7%1.0%₹5930.35 Cr17.0%
Invesco India Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹5903.25 Cr8.8%
Invesco India Financial Services Fund Direct Growth

Very High Risk

0.9%1.0%₹1094.41 Cr16.2%
Invesco India largecap Fund Direct Growth

Very High Risk

0.8%0.0%₹1229.29 Cr9.7%
Invesco India Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹5513.41 Cr7.7%
Invesco India Gilt Fund Direct Growth

Moderate Risk

0.5%0.0%₹1032.68 Cr9.7%
Invesco India Arbitrage Fund Direct Growth

Low Risk

0.4%0.0%₹19341.09 Cr7.9%
Invesco India Contra Fund Direct Growth

Very High Risk

0.6%1.0%₹15961.68 Cr16.6%
Invesco India Gold Fund Direct Growth

High Risk

0.1%0.0%₹126.72 Cr31.0%
Invesco India Balanced Advantage Fund Direct Growth

Moderately High risk

0.8%0.0%₹918.70 Cr9.7%
Invesco India Infrastructure Fund Direct Growth

Very High Risk

0.8%1.0%₹1254.69 Cr7.1%
Invesco India Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹14275.62 Cr7.4%
Invesco India Multicap Fund Direct Growth

Very High Risk

0.7%1.0%₹3364.17 Cr13.3%
Invesco India Mid Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹5246.54 Cr20.7%
Invesco India - Invesco Pan European Equity Fund of Fund Direct Growth

Very High Risk

0.6%1.0%₹36.01 Cr5.7%
Invesco India Smallcap Fund Direct Growth

Very High Risk

0.4%1.0%₹5311.92 Cr15.2%
Invesco India Focused 20 Equity Fund Direct Growth

Very High Risk

0.6%1.0%₹6351.89 Cr18.1%
Invesco India Equity & Bond Fund Direct Growth

Very High Risk

0.8%1.0%₹570.18 Cr15.2%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund Direct Growth

Very High Risk

0.2%0.0%₹397.85 Cr12.8%
Invesco India Credit Risk Fund Direct Growth

Moderately High risk

0.3%4.0%₹140.32 Cr10.9%
Invesco India Invesco Global Consumer Trends Fund of Fund Direct Growth

Very High Risk

0.6%1.0%₹311.27 Cr12.7%
Invesco India Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹100.24 Cr8.4%
Invesco India Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹439.42 Cr6.6%
Invesco India ESG Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹436.28 Cr10.9%
Invesco India Nifty G-sec Sep 2032 Index Fund Direct Growth

Moderate Risk

0.1%0.0%₹49.49 Cr10.1%
Invesco India Flexi Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹2335.66 Cr14.7%
Invesco India Nifty G-sec Jul 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹69.93 Cr8.3%
Invesco India - Invesco Global Equity Income Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹30.78 Cr15.0%
Invesco India Medium Duration Fund Direct Growth

Moderate Risk

0.4%0.0%₹163.90 Cr8.8%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

Take control of your wealth

Track and Analyse all your investments with Wealth Monitor

qr

Rated ★ 4.3+ on

playstoreappstore

Still got questions?
We're here to help.

The NAV of Invesco India Contra Fund Regular Growth, as of 27-Mar-2025, is ₹124.01.
The fund has generated 15.35% over the last 1 year and 18.83% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 99.26% in equities, 0.00% in bonds, and 0.74% in cash and cash equivalents.
The fund managers responsible for Invesco India Contra Fund Regular Growth are:-
  1. Amit Ganatra
  2. Taher Badshah

Fund Overview

Fund Size

Fund Size

₹15,962 Cr

Expense Ratio

Expense Ratio

1.67%

ISIN

ISIN

INF205K01189

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

11 Apr 2007

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Invesco India Contra Fund Regular Growth is a Contra mutual fund schemes offered by Invesco Mutual Fund. This fund has been in existence for 17 years, 11 months and 17 days, having been launched on 11-Apr-07.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹124.01, Assets Under Management (AUM) of 15961.68 Crores, and an expense ratio of 1.67%.
  • Invesco India Contra Fund Regular Growth has given a CAGR return of 15.05% since inception.
  • The fund's asset allocation comprises around 99.26% in equities, 0.00% in debts, and 0.74% in cash & cash equivalents.
  • You can start investing in Invesco India Contra Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+15.35%

+12.03% (Cat Avg.)

3 Years

+18.83%

+19.07% (Cat Avg.)

5 Years

+27.60%

+28.55% (Cat Avg.)

10 Years

+14.97%

+14.20% (Cat Avg.)

Since Inception

+15.05%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity15,843.1 Cr99.26%
Others118.58 Cr0.74%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity1,377.51 Cr8.63%
ICICI Bank LtdEquity1,211.26 Cr7.59%
Infosys LtdEquity1,036.55 Cr6.49%
Axis Bank LtdEquity562.19 Cr3.52%
Mahindra & Mahindra LtdEquity553.63 Cr3.47%
Apollo Hospitals Enterprise LtdEquity430.86 Cr2.70%
Zomato LtdEquity421.19 Cr2.64%
NTPC LtdEquity415.91 Cr2.61%
Larsen & Toubro LtdEquity412.86 Cr2.59%
Bharat Electronics LtdEquity361.84 Cr2.27%
Triparty RepoCash - Repurchase Agreement338.82 Cr2.12%
Kotak Mahindra Bank LtdEquity327.13 Cr2.05%
REC LtdEquity314.46 Cr1.97%
Cholamandalam Investment and Finance Co LtdEquity310.5 Cr1.95%
Coforge LtdEquity297.21 Cr1.86%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity293.33 Cr1.84%
The Federal Bank LtdEquity257.53 Cr1.61%
Mankind Pharma LtdEquity252.67 Cr1.58%
LTIMindtree LtdEquity241.07 Cr1.51%
Net Receivables / (Payables)Cash-220.25 Cr1.38%
ICICI Lombard General Insurance Co LtdEquity215.73 Cr1.35%
FSN E-Commerce Ventures LtdEquity212.69 Cr1.33%
Avenue Supermarts LtdEquity210.49 Cr1.32%
Prestige Estates Projects LtdEquity204.2 Cr1.28%
Entero Healthcare Solutions LtdEquity199.51 Cr1.25%
Lupin LtdEquity198.8 Cr1.25%
Suven Pharmaceuticals LtdEquity197.59 Cr1.24%
TVS Motor Co LtdEquity193.94 Cr1.22%
Glenmark Pharmaceuticals LtdEquity193.23 Cr1.21%
Ambuja Cements LtdEquity191.91 Cr1.20%
Divi's Laboratories LtdEquity190.72 Cr1.19%
Global Health LtdEquity187.85 Cr1.18%
Hindustan Petroleum Corp LtdEquity187.79 Cr1.18%
Ajanta Pharma LtdEquity186.79 Cr1.17%
Shyam Metalics and Energy LtdEquity171.54 Cr1.07%
Varun Beverages LtdEquity160.81 Cr1.01%
Multi Commodity Exchange of India LtdEquity155.74 Cr0.98%
Devyani International LtdEquity155.4 Cr0.97%
Honeywell Automation India LtdEquity144.83 Cr0.91%
Jubilant Foodworks Limited March 2025 FutureEquity - Future143.29 Cr0.90%
Aditya Birla Real Estate LtdEquity140.57 Cr0.88%
Suzlon Energy LtdEquity140.5 Cr0.88%
Samvardhana Motherson International LtdEquity138.84 Cr0.87%
ITC LtdEquity132.07 Cr0.83%
SBI Life Insurance Co LtdEquity122.51 Cr0.77%
Craftsman Automation LtdEquity120.08 Cr0.75%
Kalyan Jewellers India LtdEquity118.32 Cr0.74%
Orchid Pharma LtdEquity114.13 Cr0.72%
Jyoti CNC Automation LtdEquity112.1 Cr0.70%
BSE LtdEquity111.63 Cr0.70%
KEI Industries LtdEquity111.21 Cr0.70%
Crompton Greaves Consumer Electricals LtdEquity107.85 Cr0.68%
J.B. Chemicals & Pharmaceuticals LtdEquity98.44 Cr0.62%
Voltas LtdEquity97.1 Cr0.61%
Central Depository Services (India) LtdEquity95.06 Cr0.60%
Britannia Industries LtdEquity94.42 Cr0.59%
Aadhar Housing Finance LtdEquity92.75 Cr0.58%
V-Mart Retail LtdEquity92.36 Cr0.58%
Jubilant Foodworks LtdEquity91.66 Cr0.57%
Shriram Finance LtdEquity90.36 Cr0.57%
Equitas Small Finance Bank Ltd Ordinary SharesEquity80.84 Cr0.51%
Medplus Health Services LtdEquity78.22 Cr0.49%
Deepak Nitrite LtdEquity77.31 Cr0.48%
Zinka Logistics Solutions LtdEquity77.21 Cr0.48%
Asian Paints Limited March 2025 FutureEquity - Future73.28 Cr0.46%
Whirlpool of India LtdEquity66.67 Cr0.42%
Sonata Software LtdEquity63.75 Cr0.40%
Asian Paints LtdEquity61.61 Cr0.39%
PI Industries LtdEquity56.14 Cr0.35%
Wockhardt LtdEquity53.85 Cr0.34%
Lupin Limited March 2025 FutureEquity - Future26.7 Cr0.17%
Gland Pharma LtdEquity25.19 Cr0.16%
Timken India LtdEquity23.62 Cr0.15%
Info Edge (India) LtdEquity22.7 Cr0.14%
Rec Limited March 2025 FutureEquity - Future12.25 Cr0.08%
Delhivery LtdEquity10.99 Cr0.07%
Larsen & Toubro Limited March 2025 FutureEquity - Future7.87 Cr0.05%
Hindustan Petroleum Corporation Limited March 2025 FutureEquity - Future7.66 Cr0.05%
Crompton Greaves Consumer Electricals Limited March 2025 FutureEquity - Future7.39 Cr0.05%
ITC Hotels LtdEquity5.48 Cr0.03%
Glenmark Pharmaceuticals Limited March 2025 FutureEquity - Future1.84 Cr0.01%

Allocation By Market Cap (Equity)

Large Cap Stocks

59.20%

Mid Cap Stocks

22.47%

Small Cap Stocks

15.80%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services5,325.22 Cr33.36%
Healthcare2,407.87 Cr15.09%
Consumer Cyclical2,375.2 Cr14.88%
Technology1,715.79 Cr10.75%
Industrials1,317.95 Cr8.26%
Basic Materials699.07 Cr4.38%
Consumer Defensive597.79 Cr3.75%
Utilities415.91 Cr2.61%
Communication Services316.03 Cr1.98%
Real Estate204.2 Cr1.28%
Energy187.79 Cr1.18%

Risk & Performance Ratios

Standard Deviation

This fund

14.52%

Cat. avg.

14.07%

Lower the better

Sharpe Ratio

This fund

0.70

Cat. avg.

0.87

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.52

Higher the better

Fund Managers

Amit Ganatra

Amit Ganatra

Since December 2023

TB

Taher Badshah

Since January 2017

Additional Scheme Detailsas of 28th February 2025

ISIN
INF205K01189
Expense Ratio
1.67%
Exit Load
1.00%
Fund Size
₹15,962 Cr
Age
17 years 11 months
Lumpsum Minimum
₹1,000
Fund Status
Open Ended Investment Company
Benchmark
BSE 500 India TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Contra Funds

Fund nameExpense RatioExit LoadFund size
1Y
SBI Contra Fund Regular Growth

Very High Risk

1.5%1.0%₹39589.67 Cr7.9%
Kotak India EQ Contra Fund Regular Growth

Very High Risk

1.9%1.0%₹3603.01 Cr8.6%
Kotak India EQ Contra Fund Direct Growth

Very High Risk

0.6%1.0%₹3603.01 Cr10.0%
Invesco India Contra Fund Direct Growth

Very High Risk

0.6%1.0%₹15961.68 Cr16.6%
SBI Contra Fund Direct Growth

Very High Risk

0.8%1.0%₹39589.67 Cr8.9%
Invesco India Contra Fund Regular Growth

Very High Risk

1.7%1.0%₹15961.68 Cr15.3%

About the AMC

Invesco Mutual Fund

Invesco Mutual Fund

Total AUM

₹1,08,938 Cr

Address

Unit No: 2101 A, 21st floor, A – Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai – 400 013 Maharashtra, India

Other Funds by Invesco Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Invesco India Fixed Maturity Plan Series 34 Plan C Direct Growth

Moderate Risk

-0.0%--
Invesco India Fixed Maturity Plan Series 35 Plan C Direct Growth

Moderate Risk

----
Invesco India Fixed Maturity Plan Series 35 Plan B Direct Growth

Moderate Risk

----
Invesco India Fixed Maturity Plan series 33 Plan C Direct Growth

Moderate Risk

-0.0%--
Invesco India Fixed Maturity Plan Series 33 Plan E Direct Growth

Moderate Risk

-0.0%--
Invesco India Fixed Maturity Plan series 32 Plan F Direct Growth

Moderate Risk

-0.0%--
Invesco India Fixed Maturity Plan Series 34 Plan B Direct Growth

Moderate Risk

-0.0%--
Invesco India Fixed Maturity Plan Series 35 Plan D Direct Growth

Moderate Risk

----
Invesco India Fixed Maturity Plan Series 35 Plan A Direct Growth

Moderate Risk

-0.0%--
Invesco India Equity Savings Fund Direct Growth

Moderately High risk

0.7%0.0%₹393.07 Cr11.5%
Invesco India Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1337.07 Cr7.8%
Invesco India PSU Equity Fund Direct Growth

Very High Risk

0.9%1.0%₹1046.74 Cr7.7%
Invesco India Short Term Fund Direct Growth

Moderate Risk

0.3%0.0%₹508.29 Cr8.5%
Invesco India Tax Plan Direct Growth

Very High Risk

0.8%0.0%₹2482.86 Cr10.6%
Invesco India Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹1501.78 Cr7.8%
Invesco India Growth Opportunities Fund Direct Growth

Very High Risk

0.7%1.0%₹5930.35 Cr17.0%
Invesco India Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹5903.25 Cr8.8%
Invesco India Financial Services Fund Direct Growth

Very High Risk

0.9%1.0%₹1094.41 Cr16.2%
Invesco India largecap Fund Direct Growth

Very High Risk

0.8%0.0%₹1229.29 Cr9.7%
Invesco India Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹5513.41 Cr7.7%
Invesco India Gilt Fund Direct Growth

Moderate Risk

0.5%0.0%₹1032.68 Cr9.7%
Invesco India Arbitrage Fund Direct Growth

Low Risk

0.4%0.0%₹19341.09 Cr7.9%
Invesco India Contra Fund Direct Growth

Very High Risk

0.6%1.0%₹15961.68 Cr16.6%
Invesco India Gold Fund Direct Growth

High Risk

0.1%0.0%₹126.72 Cr31.0%
Invesco India Balanced Advantage Fund Direct Growth

Moderately High risk

0.8%0.0%₹918.70 Cr9.7%
Invesco India Infrastructure Fund Direct Growth

Very High Risk

0.8%1.0%₹1254.69 Cr7.1%
Invesco India Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹14275.62 Cr7.4%
Invesco India Multicap Fund Direct Growth

Very High Risk

0.7%1.0%₹3364.17 Cr13.3%
Invesco India Mid Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹5246.54 Cr20.7%
Invesco India - Invesco Pan European Equity Fund of Fund Direct Growth

Very High Risk

0.6%1.0%₹36.01 Cr5.7%
Invesco India Smallcap Fund Direct Growth

Very High Risk

0.4%1.0%₹5311.92 Cr15.2%
Invesco India Focused 20 Equity Fund Direct Growth

Very High Risk

0.6%1.0%₹6351.89 Cr18.1%
Invesco India Equity & Bond Fund Direct Growth

Very High Risk

0.8%1.0%₹570.18 Cr15.2%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund Direct Growth

Very High Risk

0.2%0.0%₹397.85 Cr12.8%
Invesco India Credit Risk Fund Direct Growth

Moderately High risk

0.3%4.0%₹140.32 Cr10.9%
Invesco India Invesco Global Consumer Trends Fund of Fund Direct Growth

Very High Risk

0.6%1.0%₹311.27 Cr12.7%
Invesco India Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹100.24 Cr8.4%
Invesco India Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹439.42 Cr6.6%
Invesco India ESG Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹436.28 Cr10.9%
Invesco India Nifty G-sec Sep 2032 Index Fund Direct Growth

Moderate Risk

0.1%0.0%₹49.49 Cr10.1%
Invesco India Flexi Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹2335.66 Cr14.7%
Invesco India Nifty G-sec Jul 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹69.93 Cr8.3%
Invesco India - Invesco Global Equity Income Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹30.78 Cr15.0%
Invesco India Medium Duration Fund Direct Growth

Moderate Risk

0.4%0.0%₹163.90 Cr8.8%

Still got questions?
We're here to help.

The NAV of Invesco India Contra Fund Regular Growth, as of 27-Mar-2025, is ₹124.01.
The fund has generated 15.35% over the last 1 year and 18.83% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 99.26% in equities, 0.00% in bonds, and 0.74% in cash and cash equivalents.
The fund managers responsible for Invesco India Contra Fund Regular Growth are:-
  1. Amit Ganatra
  2. Taher Badshah
close

Get your portfolio reviewed by experts

qr

Track all your investments in one place

Download Wealth Monitor App

cross
wm logo

Track and monitor all
your investments