Should I invest in Invesco India Contra Fund?

We don't give personal investment advice. Invesco India Contra Fund - Direct Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.6%. 5-year CAGR: 14.51%.

Invesco

Invesco India Contra Fund - Direct Plan - Growth

Latest NAV

₹150.2000

As of

3 Jun 2026

3,300 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.54%	+0.32%	+0.22	1 / 3	Q2
1W	-1.53%	-1.60%	+0.07	1 / 3	Q2
2W	+0.01%	+0.03%	-0.03	2 / 3	Q3
1M	-0.82%	-1.22%	+0.40	1 / 3	Q2
3M	-1.81%	-3.19%	+1.38	1 / 3	Q2
6M	-7.35%	-6.31%	-1.04	3 / 3	Q4
YTD	-7.74%	-7.11%	-0.62	3 / 3	Q4
1Y	-2.57%	-0.80%	-1.77	3 / 3	Q4
2Y	+3.73%	+2.86%	+0.88	1 / 3	Q2
3Y	+16.95%	+16.93%	+0.02	2 / 3	Q3
4Y	+16.67%	+17.69%	-1.02	3 / 3	Q4
5Y	+14.51%	+16.07%	-1.56	3 / 3	Q4
7Y	+15.98%	+17.49%	-1.51	3 / 3	Q4
10Y	+16.58%	+16.59%	-0.01	2 / 3	Q3
Inception	+17.38%	+16.28%	+1.10	1 / 3	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-7.74%	-7.11%	-0.62	3 / 3
2025	+3.75%	+6.22%	-2.46	3 / 3
2024	+31.37%	+24.67%	+6.70	1 / 3
2023	+29.94%	+35.24%	-5.30	3 / 3
2022	+5.09%	+9.20%	-4.11	3 / 3
2021	+30.62%	+37.39%	-6.77	3 / 3
2020	+22.38%	+23.31%	-0.93	2 / 3
2019	+6.76%	+5.91%	+0.86	2 / 3
2018	-1.32%	-3.44%	+2.12	2 / 3
2017	+46.41%	+41.18%	+5.23	1 / 3
2016	+7.95%	+6.26%	+1.70	2 / 3

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+22.08%

152 windows

min -27.1% · max 96.5%

88% positive

3-Year rolling

+18.85%

127 windows

min -2.1% · max 35.5%

99% positive

5-Year rolling

+18.31%

103 windows

min 3.2% · max 28.8%

100% positive

7-Year rolling

+17.47%

79 windows

min 13.4% · max 21.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.34%

3-year · annualised

Sharpe ratio

0.72

vs risk-free 6.5%

Sortino ratio

1.11

Downside-only deviation

Max drawdown

-18.64%

Sep 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Contra Fund

Scheme	Fund house	NAV	As of
SBI CONTRA FUND - DIRECT PLAN - GROWTH	SBI	₹405.5633	2 Jun 2026
Kotak Contra Fund - Direct Plan - Growth	Kotak	₹174.8590	3 Jun 2026
Kotak Contra Scheme---Dividend	Kotak Mahindra	₹50.5430	3 Jun 2026
Religare Contra Fund - Dividend	Religare	₹46.5000	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹150.2000
2 Jun 2026	₹150.9300
1 Jun 2026	₹150.1200
29 May 2026	₹151.6000
27 May 2026	₹153.1700
26 May 2026	₹153.2800
25 May 2026	₹153.7400
22 May 2026	₹152.0100
21 May 2026	₹151.4000
20 May 2026	₹151.2700

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Invesco India Contra Fund - Direct Plan - Growth is ₹150.2000. It's a Contra Fund from Invesco, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India Contra Fund - Direct Plan - Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Invesco India Contra Fund - Direct Plan - Growth is managed by Invesco. It's classified by AMFI under the 'Contra Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Invesco India Contra Fund - Direct Plan - Growth has delivered a absolute return of -2.57% — -1.77 pp behind the Contra Fund category average of -0.80%. The fund ranks #3 of 3 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Invesco India Contra Fund - Direct Plan - Growth has delivered a CAGR of 16.95% — +0.02 pp ahead of the Contra Fund category average of 16.93%. The fund ranks #2 of 3 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Invesco India Contra Fund - Direct Plan - Growth has delivered a CAGR of 14.51% — -1.56 pp behind the Contra Fund category average of 16.07%. The fund ranks #3 of 3 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Invesco India Contra Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹463,831 today — a multiplier of 4.64×, based on the 10-year CAGR of 16.58%. The category average over the same window would have grown ₹1 lakh to ₹464,161.

A ₹10,000 monthly SIP in Invesco India Contra Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹822,349 today. That's an XIRR (money-weighted annualised return) of 12.55%.

A ₹10,000 monthly SIP for 10 years in Invesco India Contra Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,732,568 (multiplier 2.28×). XIRR: 15.70%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Invesco India Contra Fund - Direct Plan - Growth ranks #3 out of 3 funds in the Contra Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 16.07%; this fund delivered 14.51%.

The worst peak-to-trough decline Invesco India Contra Fund - Direct Plan - Growth has experienced over the last 5-year window is 18.64% — its NAV fell from a high on 24 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Invesco India Contra Fund - Direct Plan - Growth averaged 18.31% (best 28.84%, worst 3.25%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.58 — reasonable risk-adjusted performance.

In calendar year 2025, Invesco India Contra Fund - Direct Plan - Growth returned 3.75% — lagging the Contra Fund category average of 6.22% by 2.46 pp. It ranked #3 of 3 in its category that year.

Invesco India Contra Fund - Direct Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Invesco India Contra Fund - Direct Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.6%. 5-year CAGR: 14.51%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.