Invesco India Contra Fund - Regular Plan - Growth
Performance chart
Benchmark: Nifty 500 price index (excludes dividends, so it slightly understates the index's total return). Past performance may or may not be sustained in future.
Quick take
- Over 5 years it returned 10.0% a year, against Nifty 500 7.1%.
- Volatility over 3 years was 15.1% a year (Nifty 500: 14.5%), with a Sharpe ratio of 0.36.
- Its biggest fall from a peak was 58.1% (2 Jan 2008 to 27 Oct 2008).
- It did better than the Nifty 500 in 7 of the last 10 calendar years.
- Across all 3-year periods since launch, yearly returns ranged from -5.0% to 35.3% and were positive 97% of the time.
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| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +2.31% | -1.56% | -3.25% | +0.54% | -6.52% | -5.84% | -4.07% | +11.90% | +9.98% | +15.80% | +13.82% | +13.99% |
| Nifty 500 | +2.61% | -1.32% | -4.66% | -1.84% | -7.08% | -5.12% | -3.33% | +8.43% | +7.06% | +13.30% | +11.47% | +11.94% |
Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Regular Growth plans in Value & Contra Funds. Q1 = top quarter by return over that period.
Calendar-year returns
| Year | 2026 YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | -6.52% | +3.13% | +30.14% | +28.82% | +3.79% | +29.57% | +21.18% | +5.94% | -3.26% | +45.63% | +6.72% |
| Nifty 500 | -7.08% | +6.69% | +15.16% | +25.76% | +3.02% | +30.19% | +16.67% | +7.66% | -3.38% | +35.91% | +3.84% |
| Difference | +0.56% | -3.56% | +14.98% | +3.06% | +0.77% | -0.62% | +4.51% | -1.72% | +0.12% | +9.72% | +2.88% |
January to December each year; the current year is to date.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 15.12% | 14.65% |
| Nifty 500 volatility ? | 14.52% | 14.59% |
| Sharpe ratio ? | 0.36 | 0.24 |
| Sortino ratio ? | 0.49 | 0.32 |
| Beta ? | 1.02 | 0.98 |
| Alpha (yearly) ? | 3.44% | 2.93% |
| R-squared ? | 0.95 | 0.96 |
| Up-market capture ? | 110.10% | 103.70% |
| Down-market capture ? | 95.20% | 90.60% |
| Maximum drawdown | -19.04% | -19.04% |
Rolling 3-year returns (yearly)
Rolling 5-year returns (yearly)
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
SIP returns: ₹10,000 every month
| SIP for | Invested | Value today | Gain | XIRR | Nifty 500 XIRR |
|---|---|---|---|---|---|
| 1Y | ₹1,20,000 | ₹1,17,062 | ₹-2,938 | -4.49% | -6.66% |
| 3Y | ₹3,60,000 | ₹3,75,512 | ₹15,512 | +2.76% | +1.04% |
| 5Y | ₹6,00,000 | ₹7,69,948 | ₹1,69,948 | +9.91% | +7.00% |
| 10Y | ₹12,00,000 | ₹24,42,259 | ₹12,42,259 | +13.62% | +11.21% |
A ₹10,000 instalment on the same date every month, valued at the latest NAV. XIRR is the yearly return on those dated instalments. Try the SIP calculator.
Compare with all Value & Contra Funds (29)
Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).
Scheme details
- Fund house
- Invesco Mutual Fund
- Category
- Value & Contra Funds · Equity
- Benchmark used here
- Nifty 500 (price index)
- Plan / option
- Regular · Growth
- AMFI scheme code
- 105460
- ISIN
- INF205K01189
- Exit load & portfolio
- See the scheme's KIM and monthly factsheet on the fund house website.
About Value & Contra Funds
Value & Contra Funds follow a value strategy (buying companies that look cheap relative to their worth) or a contrarian strategy (buying what is currently out of favour), with at least 65% in equity.
Generally used by patient investors with a 5–7+ year horizon.
Other plans of this scheme
Questions about this scheme
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What are Value & Contra Funds?
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