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Jul 24, 2026


Category Equity
AUM (Cr.) 19,995.66
Exit Load (%) 0.00
Min Inv Lumpsum 1,000
Expense Ratio 1.89
Sharpe Ratio 0.00
Beta Ratio 0.00
Fund Manager Taher Badshah
Inception Date Apr 11, 2007
Risk Level Very High

Investment Objective

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

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Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Invesco India Contra Fund (IDCW) -1.46 0.26 -4.79 14.15 12.84 14.17
Benchmark - BSE 500 6.26 0.22 6.39 3.77 7.66 0
Category Average - BEST EQUITY PERFORMERS -0.51 -0.71 -2.63 13.81 14.26 12.47
Category Rank 5/6 9/6 10/6 6/6 3/6 6/6
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
SBI Contra Fund (IDCW) 64.6322 -0.05 -3.34 12.04 15.57 47,361.68 1.60 5,000.00 invest
SBI Contra Fund (G) 372.7231 -0.05 -3.34 12.04 15.57 47,361.68 1.60 5,000.00 invest
Motilal Oswal Contra Fund - Regular (IDCW) 10.3593 -0.28 0.00 0.00 0.00 315.79 2.47 500.00 invest
Motilal Oswal Contra Fund - Regular (G) 10.3593 -0.28 0.00 0.00 0.00 315.79 2.47 500.00 invest
Kotak Contra Fund (IDCW) 52.0540 -0.38 0.04 15.15 14.34 5,331.37 2.02 100.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-ICICI Bank Jun 30, 2026 1,260.60 6.30 9.46
Equity-Larsen & Toubro Jun 30, 2026 1,050.46 5.25 1.64
Equity-Axis Bank Jun 30, 2026 778.70 3.89 4.59
Equity-M & M Jun 30, 2026 682.02 3.41 0.76
Equity-Reliance Industr Jun 30, 2026 631.20 3.16 -2.07
Equity-Infosys Jun 30, 2026 606.88 3.04 -1.20
Equity-SBI Jun 30, 2026 523.14 2.62 6.48
Equity-Cholaman.Inv.&Fn Jun 30, 2026 521.28 2.61 16.39
Equity-Bharti Airtel Jun 30, 2026 486.86 2.43 1.26
Equity-Apollo Hospitals Jun 30, 2026 446.65 2.23 6.18

latest news

SCHEME DETAILS

AMC Name
Invesco Mutual Fund
Fund Name
Invesco India Contra Fund (IDCW)
Contact Person
Taher Badshah
Registered Address
2101-A, A Wing, 21st Floor, MarathonFuturex, N.M.Joshi Marg,Lower Parel, Mumbai 400 013.
Telephone No
022 - 67310000
Fax No.
022 - 23019422
Email
mfservices:invesco.com
Website
www.invescomutualfund.com