Equity Schemes - Contra FundInvesco Mutual Fund

Invesco India Contra Fund - Direct Plan - Growth

₹162.9700▲ 0.0600 (0.04%)

Scheme Type

Open Ended Schemes

NAV History

+18.35%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,835

+18.4%

3Y Ago

₹19,989

+99.9%

5Y Ago

₹31,346

+213.5%

Past performance ≠ future results

Fund Analytics

Score: 37.8 / 100

Performance

Total Returns

Simple return over period

+2.52%

CAGR

Compound annual growth rate

+2.52%

Growth of ₹10K

Hypothetical investment value

₹10,252

SIP XIRR

SIP internal rate of return

+6.75%

Risk

Volatility (Ann.)

Std deviation of returns

14.09%LOW

Max Drawdown

Worst peak-to-trough

-13.93%

Sharpe Ratio

Risk-adjusted return

-0.25POOR

Sortino Ratio

Downside risk-adjusted return

-0.32POOR

Benchmark

Beta

Market sensitivity

1.07AGG

Alpha

Excess return vs benchmark

+4.65%

Tracking Error

Deviation from benchmark

4.55%

Information Ratio

Alpha per unit tracking error

1.02

Treynor Ratio

Return per unit systematic risk

-3.26

Capture

Upside Capture

Participation in market gains

106.25%

Downside Capture

Participation in market losses

99.39%

Rolling Returns

1Y Rolling CAGR

Avg 22.6% (-29.3% – 100.7%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+2.5%-1.6%

+4.7%

3Y+16.9%+8.8%

+8.0%

5Y+15.2%+9.1%

+6.2%

Beta

1Y:1.073Y:1.035Y:0.98

Outperforming 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

₹3,17,411

Total Value

₹6,17,411

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