Invesco India Contra Fund
The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.
Growthvine rating: 3/5 — ranked #3 of 5 in category.
Fund basics
| Category | Equity: Contra |
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| NAV | ₹124.91 (as of 2026-10-23) |
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| AUM | ₹19,246 Cr |
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| Expense ratio | 1.42% |
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| Riskometer | Very High |
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| Fund manager | Taher Badshah |
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| Exit load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 10.79% |
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| Sharpe ratio | 0.42 |
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| Standard deviation | 16.60% |
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| Max drawdown | −58.14% |
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| Alpha | 3.02 |
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| Beta | 1.03 |
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Over 5 years, captured 104.1% of Nifty 500's upside and 96.8% of its downside.
Market cap allocation
| Large cap | 54.1% |
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| Mid cap | 21.8% |
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| Small cap | 24.1% |
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Concentration
| Top 5 holdings | 19.2% |
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| Top 10 holdings | 30.3% |
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| Total holdings | 77 |
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| Index overlap | 34.8% |
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| Active share | 65.2% |
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Top holdings
- ICICI Bank Ltd. — 5.9%
- Larsen & Toubro Limited — 4.8%
- State Bank Of India — 3.1%
- Mahindra & Mahindra Ltd. — 3.0%
- Cholamandalam Investment and Finance Company Ltd — 2.5%
- Bharti Airtel Ltd. — 2.4%
- AXIS Bank Ltd. — 2.4%
- Triparty Repo — 2.2%
- Infosys Ltd — 2.2%
- Federal Bank Ltd. — 2.1%
Top sectors
- Banking & Financial — 24.3%
- Retail — 9.5%
- Pharma & Biotech — 7.9%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −9.6% | — | — |
| 2025 | 3.1% | — | — |
| 2024 | 30.1% | — | — |
| 2023 | 28.8% | — | — |
| 2022 | 3.8% | — | — |