Invesco India Contra Fund
Direct · Growth ₹162.39
04 Aug 2026
NAV
19.0%
3Y CAGR
18.3%
5Y CAGR
18.6%
10Y CAGR
18.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.38
Sharpe
-36.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.96 L | 22.7% | -53.9% | 109.5% |
| 3 Years | ₹36.00 L | ₹47.41 L | 18.5% | -19.1% | 38.9% |
| 5 Years | ₹60.00 L | ₹93.19 L | 18.1% | -4.8% | 32.0% |
| 7 Years | ₹84.00 L | ₹1.54 Cr | 17.7% | 3.8% | 26.0% |
| 10 Years | ₹1.20 Cr | ₹3.12 Cr | 18.3% | 14.6% | 22.4% |
| 12 Years | ₹1.44 Cr | ₹4.70 Cr | 18.2% | 14.9% | 21.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 22.7% | 14.5% | 22.7% | +8.2% |
| 3 Years | 18.5% | 11.2% | 18.5% | +7.4% |
| 5 Years | 18.1% | 10.4% | 18.1% | +7.6% |
| 7 Years | 17.7% | 10.6% | 17.8% | +7.2% |
| 10 Years | 18.3% | 11.5% | 18.3% | +6.8% |
| 12 Years | 18.2% | 11.4% | 18.2% | +6.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 21.8% | 16.4% | -30.4% | 96.5% | 0.67 | 2.98 | 88% | — | — |
| 3 Years | 19.0% | 19.4% | -2.8% | 37.0% | 2.05 | 17.32 | 100% | — | — |
| 5 Years | 18.3% | 18.2% | 2.4% | 31.4% | 2.18 | 56.55 | 100% | — | — |
| 10 Years | 18.6% | 18.3% | 15.0% | 22.2% | 7.38 | — | 100% | — | — |
-36.5%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-5.0%
Avg Drawdown
Calmar Ratio by Duration
0.60
1Y
0.52
3Y
0.50
5Y
0.48
7Y
0.51
10Y
0.54
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.42 | 1.08 | 107.4% | 103.3% | 2.4% | -0.4% |
| 3 Years | +8.88 | 1.04 | 106.8% | 96.1% | 17.0% | 8.0% |
| 5 Years | +6.05 | 0.98 | 99.3% | 92.2% | 14.7% | 8.7% |
| 7 Years | +6.94 | 0.94 | 97.3% | 90.3% | 19.0% | 12.4% |
| 10 Years | +5.60 | 0.95 | 98.8% | 92.5% | 16.5% | 11.2% |
| 12 Years | +6.75 | 0.95 | 98.0% | 90.4% | 16.8% | 10.2% |
| 15 Years | +6.34 | 0.92 | 96.6% | 88.8% | 15.9% | 9.9% |
64
Total Holdings
34.9%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Limited | 6.30% |
| 2 | Larsen & Toubro Limited | 5.25% |
| 3 | Axis Bank Limited | 3.89% |
| 4 | Mahindra & Mahindra Limited | 3.41% |
| 5 | Reliance Industries Limited | 3.16% |
| 6 | Infosys Limited | 3.04% |
| 7 | State Bank of India | 2.62% |
| 8 | Cholamandalam Investment and Finance Company Limited | 2.61% |
| 9 | Bharti Airtel Limited | 2.43% |
| 10 | Apollo Hospitals Enterprise Limited | 2.23% |