MonitorDirect · Growth
Invesco India Contra Fund
Invesco Mutual FundEquity Schemes - Contra Fund13.7 years
The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.
- NAV
- 155.81
- 15 Sept 2026
- 1Y
- -2.5%
- Trailing CAGR
- AUM
- ₹20,643.56 Cr
- 31 Aug 2026
- Volatility
- High
- 16.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-2.5%
- 3Y+13.2%
- 5Y+12.7%
- 10Y+15.7%
- SI+17.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-1.4%
- 3Y+5.6%
- 5Y+12.2%
- 10Y+15.5%
- Since inception
- +17.3%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- -2.8%
- 2637 daily-ending windows
- Median rolling 3Y
- +19.3%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +5.6%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 13 days
- 162 recovered episodes
- Longest recovery
- 433 days
- Trough to prior peak
- Current spell
- 721 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
20 Feb 2020 – 5 Nov 2020
Trough 23 Mar 2020 · recovered in 227 days
-36.5%
15 Jan 2013 – 20 Dec 2013
Trough 28 Aug 2013 · recovered in 114 days
-22.7%
24 Sept 2024 – open
Trough 28 Feb 2025 · not recovered
-18.6%
3 Mar 2015 – 1 Jul 2016
Trough 25 Feb 2016 · recovered in 127 days
-18.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
61
Vs category
n/a
Consistency
n/a
Risk-adjusted
64
Drawdown
9
Mean
44
Portfolio
31 Aug 2026 · 79 holdings · top 10 are 31.9%.
- Top 5
- 19.8%
- Top 10
- 31.9%
- Largest holding
- 6.1%
- Effective holdings
- 48.9
ICICI Bank Ltd
Financial
6.1%
Larsen & Toubro Ltd
Industrials
4.9%
State Bank of India
Financial
3.2%
Mahindra & Mahindra Ltd
Consumer Discretionary
3.1%
Coforge Ltd
Technology
2.6%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.