Home› Funds› Invesco India Contra Fund - Direct Plan - Growth

Invesco India Contra Fund - Direct Plan - Growth

Invesco · Value/Contra
High
₹157.40
Current NAV
25 Jun 2026
27.0%
1Y Return
21.0%
3Y CAGR
17.0%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.7%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.70).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.70).
  • Very large asset base (AUM: ₹17,750 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.70
Sharpe Ratio
1.30
Beta
6.70
Alpha
1.87
Sortino
Fund Details
Fund House Invesco
Category Value/Contra
AUM ₹17750 Cr
Expense Ratio 0.70%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Value/Contra
ICICI Prudential Value Fund - Series 17 - Cumulative Option
ICICI Prudential
₹12.90 31.8%
HDFC Value Fund - Growth Option - Direct Plan
HDFC
₹865.28 31.7%
ICICI Prudential Value Fund - Series 9 - Direct Plan - Dividend Option
ICICI Prudential
₹10.85 31.5%
Kotak Contra Fund - Regular Plan - Growth
Kotak
₹151.75 31.4%