Invesco India Contra Fund Growth

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Equity
Contra
Rating 5
Plan

129.50 +1.60 (1.25%) NAV as on 05 Mar, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)19945.73
CAGR 9.14%
Exit Load1.00%
Expense ratio1.64%
CategoryEquity
Min Investment1000
Min SIP100
Launch Date2007-04-11

Asset Allocation

Holdings As On - 07 March 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

HDFC Bank
1474.68
7.39%

ICICI Bank
1133.93
5.69%

Infosys
956.35
4.79%

Larsen & Toubro Ltd
747.41
3.75%

AXIS Bank Ltd
712.77
3.57%

Reliance Industries
680.72
3.41%

Cholamandalam Investment and Finance Company Ltd
475.21
2.38%

Peer Comparison

Fund Name
SBI Contra Fund Regular Growth10.68%
Kotak Contra Fund Growth16.13%
Invesco India Contra Fund Growth9.14%

Risk & Volitility

Alpha -0.48%
Beta 0.98
Sharpe Ratio0.90
Std Deviation 13.49%
Tracking Error 3.66%

About Fund

To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.

The Invesco India Contra Fund Growth has an AUM of 19945.73 crores & has delivered CAGR of 14.82% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.64%. The minimum investment in Invesco India Contra Fund Growth is Rs 1000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Infosys & Mahindra & Mahindra Ltd.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Construction Services.

Some of the similar funds are SBI Contra Fund Regular Growth, Kotak Contra Fund Growth, Invesco India Contra Fund Growth. Invesco India Contra Fund Growth has a sharpe ratio of 0.90 & a standard deviation of 13.49%.