Invesco India Contra Fund Direct Growth

Scheme code: INF205K01LE4 NAV value: ₹ 150.2900 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Contra Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	7.06	62.70	37.14	34.36
3 year	11.93	35.17	21.58	25.38
5 year	6.00	32.16	17.27	17.81
7 year	11.68	22.91	17.48	16.33
10 year	14.96	22.65	19.24	18.09
12 year	18.60	20.37	19.71	18.07

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.59	37.14
3 year	6.28	33.32	15.79	21.58
5 year	3.54	26.02	13.5	17.27
7 year	3.33	15.62	11.71	17.48
10 year	3.49	17.22	10.6	19.24
12 year	3.07	16.17	10.84	19.71
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	37.14
3 year	6.56	32.12	15.89	21.58
5 year	3.67	26.2	13.34	17.27
7 year	3.8	15.42	11.89	17.48
10 year	3.8	18	11.04	19.24
12 year	3.63	16.86	11.23	19.71
15 year	7.01	16.36	11.2

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	19.17	37.14
3 year	7.68	33.37	17.29	21.58
5 year	3.4	27.63	13.8	17.27
7 year	3.76	16.01	12.11	17.48
10 year	3.56	16.94	10.91	19.24
12 year	3.31	16.54	11.04	19.71
15 year	6.56	16.42	10.97

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.78	37.14
3 year	8.04	34.46	18.27	21.58
5 year	3.37	28.64	14.21	17.27
7 year	3.97	16.42	12.41	17.48
10 year	3.53	17.72	11.22	19.24
12 year	3.1	16.97	11.31	19.71
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 37.14% - Median return: 43.16% - Average standard deviation: 5.74

Rolling return for 3 year

- Average return: 21.58% - Median return: 21.52% - Average standard deviation: 1.98

Rolling return for 5 year

- Average return: 17.27% - Median return: 17.19% - Average standard deviation: 1.06

Rolling return for 7 year

- Average return: 17.48% - Median return: 17.35% - Average standard deviation: 0.78

Rolling return for 10 year

- Average return: 19.24% - Median return: 19.4% - Average standard deviation: 0.52

Rolling return for 12 year

- Average return: 19.71% - Median return: 19.82% - Average standard deviation: 0.47

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,58,808	1,58,808	13.24
3 year	36,00,000	49,17,551	13,17,551	10.96
5 year	60,00,000	95,76,631	35,76,631	9.80
7 year	84,00,000	1,55,45,626	71,45,626	9.19
10 year	1,20,00,000	3,15,54,340	1,95,54,340	10.15
12 year	1,44,00,000	4,87,64,083	3,43,64,083	10.70

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.97	13.24
3 year	7.31	10.96
5 year	7.48	9.8
7 year	6.39	9.19
10 year	5.96	10.15
12 year	6.11	10.7

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	5.27	13.24
3 year	7.48	10.96
5 year	7.46	9.8
7 year	6.41	9.19
10 year	6.17	10.15
12 year	6.32	10.7

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	5.62	13.24
3 year	8.24	10.96
5 year	7.88	9.8
7 year	6.62	9.19
10 year	6.24	10.15
12 year	6.38	10.7

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.67	13.24
3 year	8.72	10.96
5 year	8.23	9.8
7 year	6.82	9.19
10 year	6.47	10.15
12 year	6.6	10.7

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,58,808 - Absolute Returns: ₹1,58,808 - CAGR: 13.24%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,17,551 - Absolute Returns: ₹13,17,551 - CAGR: 10.96%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹95,76,631 - Absolute Returns: ₹35,76,631 - CAGR: 9.8%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,55,45,626 - Absolute Returns: ₹71,45,626 - CAGR: 9.19%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,15,54,340 - Absolute Returns: ₹1,95,54,340 - CAGR: 10.15%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,87,64,083 - Absolute Returns: ₹3,43,64,083 - CAGR: 10.7%