Should I invest in Invesco India Contra Fund?

We don't give personal investment advice. Invesco India Contra Fund - Regular 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: 19.0%. 5-year CAGR: 12.95%.

Religare

Invesco India Contra Fund - Regular Plan - Growth

Latest NAV

₹130.9900

As of

24 Jul 2026

4,739 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	-0.30%	-0.25%	-0.06	6 / 8	Q3
1W	-1.94%	-1.75%	-0.19	5 / 8	Q3
2W	-2.24%	-1.93%	-0.31	5 / 8	Q3
1M	-1.47%	-0.49%	-0.98	8 / 8	Q4
3M	+3.19%	+1.94%	+1.25	2 / 6	Q2
6M	+0.47%	-2.42%	+2.89	1 / 6	Q1
YTD	-5.68%	-7.06%	+1.38	3 / 6	Q2
1Y	-4.60%	-4.26%	-0.34	5 / 6	Q4
2Y	+0.48%	-1.02%	+1.50	3 / 6	Q2
3Y	+14.14%	+13.01%	+1.13	3 / 6	Q2
4Y	+15.24%	+15.53%	-0.30	5 / 6	Q4
5Y	+12.95%	+13.53%	-0.58	5 / 6	Q4
7Y	+16.30%	+16.88%	-0.58	4 / 6	Q3
10Y	+14.73%	+12.57%	+2.16	3 / 6	Q2
Inception	+14.23%	+8.38%	+5.85	1 / 8	Q1

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	-5.68%	-7.06%	+1.38	3 / 6
2025	+2.62%	+5.09%	-2.47	5 / 6
2024	+29.87%	+23.26%	+6.61	2 / 6
2023	+28.45%	+33.70%	-5.24	5 / 6
2022	+3.79%	+6.41%	-2.61	5 / 6
2021	+28.94%	+33.98%	-5.03	5 / 6
2020	+20.93%	+20.95%	-0.02	3 / 6
2019	+5.60%	+1.36%	+4.24	2 / 6
2018	-2.59%	-11.40%	+8.81	2 / 6
2017	+43.93%	+33.89%	+10.04	1 / 6
2016	+6.10%	+0.47%	+5.63	2 / 6

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

+17.23%

223 windows

min -50.9% · max 123.6%

76% positive

3-Year rolling

+16.35%

199 windows

min -5.3% · max 34.1%

97% positive

5-Year rolling

+15.91%

175 windows

min 3.2% · max 28.6%

100% positive

7-Year rolling

+16.06%

150 windows

min 10.2% · max 25.0%

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

13.93%

3-year · annualised

Sharpe ratio

0.56

vs risk-free 6.5%

Sortino ratio

0.87

Downside-only deviation

Max drawdown

-19.04%

Sep 2024 → Feb 2025

% positive months

66.7%

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 - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹64.6322	24 Jul 2026
Kotak Contra Fund - Regular Plan - Growth	Kotak Mahindra	₹151.0150	24 Jul 2026
Invesco India Contra Fund - Regular Plan - IDCW (Payout / Reinvestment)	Religare	₹47.9900	24 Jul 2026
Motilal Oswal Contra Fund - Direct – Growth		₹10.3847	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹130.9900
23 Jul 2026	₹131.3900
22 Jul 2026	₹132.4200
21 Jul 2026	₹134.1300
20 Jul 2026	₹133.7900
17 Jul 2026	₹133.5800
16 Jul 2026	₹132.9400
15 Jul 2026	₹133.5500
14 Jul 2026	₹133.2900
13 Jul 2026	₹134.2900

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 24 Jul 2026, the NAV of Invesco India Contra Fund - Regular Plan - Growth is ₹130.9900. It's a Contra Fund from Religare, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India Contra Fund - Regular Plan - Growth has NAV history starting from 12 Apr 2007, a track record of about 19 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Invesco India Contra Fund - Regular Plan - Growth is managed by Religare. 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 - Regular Plan - Growth has delivered a absolute return of -4.60% — -0.34 pp behind the Contra Fund category average of -4.26%. The fund ranks #5 of 6 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Invesco India Contra Fund - Regular Plan - Growth has delivered a CAGR of 14.14% — +1.13 pp ahead of the Contra Fund category average of 13.01%. The fund ranks #3 of 6 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Invesco India Contra Fund - Regular Plan - Growth has delivered a CAGR of 12.95% — -0.58 pp behind the Contra Fund category average of 13.53%. The fund ranks #5 of 6 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Invesco India Contra Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹395,023 today — a multiplier of 3.95×, based on the 10-year CAGR of 14.73%. The category average over the same window would have grown ₹1 lakh to ₹326,750.

A ₹10,000 monthly SIP in Invesco India Contra Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹807,505 today. That's an XIRR (money-weighted annualised return) of 11.83%.

A ₹10,000 monthly SIP for 10 years in Invesco India Contra Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,570,424 (multiplier 2.14×). XIRR: 14.57%. 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 - Regular Plan - Growth ranks #5 out of 6 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 13.53%; this fund delivered 12.95%.

The worst peak-to-trough decline Invesco India Contra Fund - Regular Plan - Growth has experienced over the last 5-year window is 19.04% — 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 - Regular Plan - Growth averaged 15.91% (best 28.62%, worst 3.23%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.48 — weak risk-adjusted performance.

In calendar year 2025, Invesco India Contra Fund - Regular Plan - Growth returned 2.62% — lagging the Contra Fund category average of 5.09% by 2.47 pp. It ranked #5 of 6 in its category that year.

Invesco India Contra Fund - Regular 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 - Regular 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: 19.0%. 5-year CAGR: 12.95%.

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