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Invesco India Contra Fund(G)-Direct Plan

Invesco India Contra Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+14.84%

5Y annualised

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NAV : 27 Aug 2026

₹163.48

Min. SIP amount

₹100

Fund size (AUM)

20100 Cr

Expense ratio

0.53%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,77,445

Stock Allocation

Stock nameSectorAllocation
Multi Commodity Exchange Of India LimitedFinance5.17%
Icici Bank LimitedBank4.83%
Hdfc Bank LimitedBank4.03%

Fund Composition

20100 Cr

Large Cap

53.90%

Mid Cap

24.86%

Small Cap

16.79%

Others

0.96%

Sector Allocation

20100 Cr

Bank

22.52%

Finance

10.17%

Retailing

8.85%

Healthcare

8.55%

It

7.75%

Infrastructure

7.14%

Automobile & Ancillaries

7.11%

Crude Oil

3.71%

Others

23.21%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

TB

Taher Badshah

Present

Similar/Peer Fund Comparison

Fund name
K

Kotak Contra Fund(G)-Direct Plan

+17.56%
I

Invesco India Contra Fund(G)-Direct Plan

+16.97%
S

SBI Contra Fund(G)-Direct Plan

+13.19%
M

Motilal Oswal Contra Fund(G)-Direct Plan

+0.00%

FAQs

Invesco India Contra Fund(G)-Direct Plan is a part of Invesco Asset Management Company Pvt Ltd., it was incepted on 01 Jan 2013. This fund is managed by Taher Badshah. It is a Equity type of fund.

The current NAV of Invesco India Contra Fund(G)-Direct Plan is ₹163.48 (as of 27 Aug 2026).

Invesco India Contra Fund(G)-Direct Plan has delivered 3.68% in 1 year, 16.97% in 3 years, and 14.84% in 5 years (annualised).

The minimum SIP amount for Invesco India Contra Fund(G)-Direct Plan is ₹100.

The expense ratio of Invesco India Contra Fund(G)-Direct Plan is 0.53%.

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