Equity Schemes - Contra FundInvesco Mutual Fund

Invesco India Contra Fund - Regular Plan - IDCW

₹50.3300▲ 0.0200 (0.04%)

Scheme Type

Open Ended Schemes

NAV History

+4.51%

365 data points · Period:1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,451

+4.5%

3Y Ago

₹15,510

+55.1%

5Y Ago

₹19,462

+94.6%

Past performance ≠ future results

Fund Analytics

Score: 37.6 / 100

Performance

Total Returns

Simple return over period

-9.00%

CAGR

Compound annual growth rate

-9.00%

Growth of ₹10K

Hypothetical investment value

₹9,100

SIP XIRR

SIP internal rate of return

-6.11%

Risk

Volatility (Ann.)

Std deviation of returns

17.11%LOW

Max Drawdown

Worst peak-to-trough

-21.73%

Sharpe Ratio

Risk-adjusted return

-0.88POOR

Sortino Ratio

Downside risk-adjusted return

-0.87POOR

Benchmark

Beta

Market sensitivity

1.00AGG

Alpha

Excess return vs benchmark

-7.36%

Tracking Error

Deviation from benchmark

11.62%

Information Ratio

Alpha per unit tracking error

-0.63

Treynor Ratio

Return per unit systematic risk

-14.93

Capture

Upside Capture

Participation in market gains

88.68%

Downside Capture

Participation in market losses

100.18%

Rolling Returns

1Y Rolling CAGR

Avg 11.9% (-54.7% – 111.3%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-08-21

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-9.0%-1.6%

-7.4%

3Y+11.5%+8.8%

+2.7%

5Y+9.4%+9.1%

+0.4%

Beta

1Y:1.003Y:1.015Y:0.96

Underperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,61,247

Total Value

₹4,61,247

*Based on historical CAGR. Projections are illustrative, not guaranteed