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Invesco India Contra Fund - Regular Plan - Growth

Invesco · Value/Contra
High
₹130.96
Current NAV
03 Nov 2026
-5.3%
1Y Return
13.2%
3Y CAGR
10.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹17,410 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Value/Contra mandate.
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
0.86
Sharpe Ratio
1.06
Beta
-1.14
Alpha
1.00
Sortino
Fund Details
Fund House Invesco
Category Value/Contra
AUM ₹17410 Cr
Expense Ratio 1.46%
Min SIP ₹500
Min Lumpsum ₹1000
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