Should I invest in Invesco India Contra Fund?

We don't give personal investment advice. Invesco India Contra Fund - Direct Plan - IDCW (Payout / Reinvestment) 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: 26.0%. 5-year CAGR: 10.30%.

Invesco

Invesco India Contra Fund - Direct Plan - IDCW (Payout / Reinvestment)

Latest NAV

₹62.5500

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	-1.54%	-1.60%	+0.07	1 / 3	Q2
2W	+0.00%	+0.03%	-0.03	2 / 3	Q3
1M	-0.82%	-1.22%	+0.40	1 / 3	Q2
3M	-12.26%	-6.67%	-5.59	3 / 3	Q4
6M	-17.22%	-9.59%	-7.62	3 / 3	Q4
YTD	-17.56%	-10.39%	-7.17	3 / 3	Q4
1Y	-12.95%	-4.26%	-8.69	3 / 3	Q4
2Y	-1.96%	+0.96%	-2.92	3 / 3	Q4
3Y	+12.63%	+15.49%	-2.86	3 / 3	Q4
4Y	+13.43%	+16.61%	-3.18	3 / 3	Q4
5Y	+10.30%	+14.67%	-4.36	3 / 3	Q4
7Y	+11.70%	+15.15%	-3.45	3 / 3	Q4
10Y	+10.38%	+12.07%	-1.69	3 / 3	Q4
Inception	+12.09%	+11.48%	+0.61	2 / 3	Q3

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	-17.56%	-10.39%	-7.17	3 / 3
2025	+3.72%	+6.21%	-2.49	3 / 3
2024	+31.37%	+24.67%	+6.69	1 / 3
2023	+29.95%	+35.25%	-5.30	3 / 3
2022	-2.44%	+6.69%	-9.13	3 / 3
2021	+21.07%	+34.21%	-13.14	3 / 3
2020	+22.38%	+21.06%	+1.32	2 / 3
2019	-1.35%	-0.53%	-0.82	3 / 3
2018	-11.64%	-16.37%	+4.73	1 / 3
2017	+33.25%	+30.77%	+2.49	1 / 3
2016	+0.53%	-0.61%	+1.13	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

+17.18%

152 windows

min -27.1% · max 96.4%

73% positive

3-Year rolling

+13.24%

127 windows

min -11.0% · max 32.3%

95% positive

5-Year rolling

+12.11%

103 windows

min -3.8% · max 23.8%

99% positive

7-Year rolling

+11.31%

79 windows

min 5.6% · max 15.6%

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

17.35%

3-year · annualised

Sharpe ratio

0.41

vs risk-free 6.5%

Sortino ratio

0.53

Downside-only deviation

Max drawdown

-25.95%

Sep 2024 → Mar 2026

% 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
Invesco India Contra Fund - Direct Plan - Growth	Invesco	₹150.2000	3 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	₹62.5500
2 Jun 2026	₹62.8500
1 Jun 2026	₹62.5100
29 May 2026	₹63.1300
27 May 2026	₹63.7800
26 May 2026	₹63.8300
25 May 2026	₹64.0200
22 May 2026	₹63.3000
21 May 2026	₹63.0400
20 May 2026	₹62.9900

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 - IDCW (Payout / Reinvestment) is ₹62.5500. It's a Contra Fund from Invesco, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Invesco India Contra Fund - Direct Plan - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) has delivered a absolute return of -12.95% — -8.69 pp behind the Contra Fund category average of -4.26%. 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 - IDCW (Payout / Reinvestment) has delivered a CAGR of 12.63% — -2.86 pp behind the Contra Fund category average of 15.49%. The fund ranks #3 of 3 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Invesco India Contra Fund - Direct Plan - IDCW (Payout / Reinvestment) has delivered a CAGR of 10.30% — -4.36 pp behind the Contra Fund category average of 14.67%. The fund ranks #3 of 3 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Invesco India Contra Fund - Direct Plan - IDCW (Payout / Reinvestment) exactly 10 years ago would be worth approximately ₹268,475 today — a multiplier of 2.68×, based on the 10-year CAGR of 10.38%. The category average over the same window would have grown ₹1 lakh to ₹312,548.

A ₹10,000 monthly SIP in Invesco India Contra Fund - Direct Plan - IDCW (Payout / Reinvestment) over the last 5 years — total invested ₹600,000 — would be worth ₹725,285 today. That's an XIRR (money-weighted annualised return) of 7.51%.

A ₹10,000 monthly SIP for 10 years in Invesco India Contra Fund - Direct Plan - IDCW (Payout / Reinvestment) = ₹1,200,000 invested. It would currently be worth ₹2,038,976 (multiplier 1.70×). XIRR: 10.22%. 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 - IDCW (Payout / Reinvestment) 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 14.67%; this fund delivered 10.30%.

The worst peak-to-trough decline Invesco India Contra Fund - Direct Plan - IDCW (Payout / Reinvestment) has experienced over the last 5-year window is 25.95% — its NAV fell from a high on 24 Sep 2024 to a low on 30 Mar 2026. 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 - IDCW (Payout / Reinvestment) averaged 12.11% (best 23.80%, worst -3.84%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.30 — weak risk-adjusted performance.

In calendar year 2025, Invesco India Contra Fund - Direct Plan - IDCW (Payout / Reinvestment) returned 3.72% — lagging the Contra Fund category average of 6.21% by 2.49 pp. It ranked #3 of 3 in its category that year.

Invesco India Contra Fund - Direct Plan - IDCW (Payout / Reinvestment) 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 - IDCW (Payout / Reinvestment) 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: 26.0%. 5-year CAGR: 10.30%.

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