Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Invesco India Contra Fund - Direct Plan - Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 79/100 · Good
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)14.15%
- Expense ratio (20%)0.77%
- AUM (15%)₹20,644 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Invesco Mutual Fund · Equity · Value Oriented
₹159.17
AUM: ₹20,643 Cr
NAV updated 15 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.77%
Exit Load
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Fund Manager
Amit Ganatra, Taher Badshah
Inception
Jan 2013
Benchmark
BSE 500 Total Return Index
Sharpe Ratio
-0.26
Std Dev (1Y)
14.98%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.4%
3m
+6.74%
6m
+7.73%
1y
-0.19%
3y
+14.15%
5y
+13.44%
10y
+15.76%
since inception
+17.47%
TopFund's Take on Invesco India Contra Fund - Direct Plan - Growth
Invesco India Contra Fund - Direct Plan - Growth holds up reasonably well within the Value Oriented category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 79/100.
Cost: At 0.77%, the expense ratio is meaningfully cheaper — about 23% below the Value Oriented category average of 1.0% (based on 122 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.26 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 14.98% is fairly typical for Value Oriented funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Invesco India Contra Fund - Direct Plan - Growth
The current NAV (Net Asset Value) of Invesco India Contra Fund - Direct Plan - Growth is ₹159.17. NAV is updated every business day after market close by AMFI.
1Y: -0.19% · 3Y CAGR: 14.15% · 5Y CAGR: 13.44%
The expense ratio of Invesco India Contra Fund - Direct Plan - Growth is 0.77% per annum. This is the annual fee charged by the fund to manage your investment.
Invesco India Contra Fund - Direct Plan - Growth is managed by Amit Ganatra, Taher Badshah at Invesco Mutual Fund.
Invesco India Contra Fund - Direct Plan - Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Invesco India Contra Fund - Direct Plan - Growth is a Value Oriented fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Invesco India Contra Fund - Direct Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Invesco India Contra Fund - Direct Plan - Growth is ₹20,644 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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