Invesco India Contra Fund Direct Growth

Invesco India Contra Fund Direct Growth

+13.80%
3Y annualised
+0.97% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Sep '26
₹158.06
Min. for SIP
₹100
Fund size (AUM)
₹20,643.56 Cr
Expense ratio
0.77%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹60,589
+0.98%
3 years₹1,80,000₹1,97,217
+9.56%
5 years₹3,00,000₹4,09,041
+36.35%
10 years₹6,00,000₹13,50,179
+125.03%

Holdings (80)

NameSectorInstrumentsAssets
ICICI Bank LtdFinancialEquity6.06%
Larsen & Toubro LtdIndustrialsEquity4.86%
State Bank of IndiaFinancialEquity3.16%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity3.06%
Coforge LtdTechnologyEquity2.65%
Cholamandalam Investment & Finance Company LtdFinancialEquity2.62%
Infosys LtdTechnologyEquity2.56%
Axis Bank LtdFinancialEquity2.36%
Bharti Airtel LtdTechnologyEquity2.31%
The Federal Bank LtdFinancialEquity2.23%
Apollo Hospitals Enterprise LtdHealthcareEquity2.09%
Glenmark Pharmaceuticals LtdHealthcareEquity2.04%
Prestige Estates Projects LtdReal EstateEquity2.02%
Indusind Bank LtdFinancialEquity1.96%
Tata Motors LtdIndustrialsEquity1.90%
Reliance Industries LtdEnergy & UtilitiesEquity1.90%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity1.79%
TVS Motor Company LtdConsumer DiscretionaryEquity1.73%
RepoUnspecifiedRepo1.71%
Kei Industries LtdIndustrialsEquity1.61%
Delhivery LtdIndustrialsEquity1.60%
Divi's Laboratories LtdHealthcareEquity1.57%
Shyam Metalics and Energy Ltd,MaterialsEquity1.54%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity1.53%
Global Health LtdHealthcareEquity1.51%
Meesho Ltd.Consumer DiscretionaryEquity1.47%
Tech Mahindra LtdTechnologyEquity1.44%
Kotak Mahindra Bank LtdFinancialEquity1.34%
Tata Consultancy Services LtdTechnologyEquity1.29%
Shriram Transport Finance Company LtdFinancialEquity1.29%
RBL Bank LtdFinancialEquity1.25%
Bharat Electronics LtdIndustrialsEquity1.24%
Lupin LtdHealthcareEquity1.23%
Multi Commodity Exchange Of India LtdFinancialEquity1.15%
KFin Technologies LtdFinancialEquity1.15%
Entero Healthcare Solutions Ltd.HealthcareEquity1.14%
BSE LtdFinancialEquity1.13%
Adani Enterprises LtdMaterialsEquity1.09%
Swiggy Ltd.TechnologyEquity1.08%
Bank Of BarodaFinancialEquity1.08%
Craftsman Automation LtdConsumer DiscretionaryEquity1.07%
Varun Beverages LtdConsumer StaplesEquity1.04%
Aditya Birla Sun Life AMC LtdFinancialEquity1.02%
Grasim Industries LtdMaterialsEquity1.01%
Jyoti CNC Automation Ltd.IndustrialsEquity0.97%
Century Textiles & Industries LtdMaterialsEquity0.97%
Suven Pharmaceuticals LtdHealthcareEquity0.97%
Interglobe Aviation LtdIndustrialsEquity0.96%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity0.90%
ICICI Lombard General Insurance Company LtdFinancialEquity0.89%
Hindalco Industries LtdMaterialsEquity0.87%
Honeywell Automation India LtdTechnologyEquity0.84%
Bharat Dynamics LtdIndustrialsEquity0.83%
Timken India LtdIndustrialsEquity0.80%
Torrent Pharmaceuticals LtdHealthcareEquity0.75%
FSN E-Commerce Ventures Limited September 2026 FutureConsumer DiscretionaryFutures0.72%
Ultratech Cement LtdMaterialsEquity0.71%
DHFL VYSYA HOUSING FINANCE LIMITED EQFinancialEquity0.71%
Mphasis LtdTechnologyEquity0.64%
Zinka Logistics Solutions Ltd.IndustrialsEquity0.64%
Wockhardt LtdHealthcareEquity0.60%
Central Mine Planning & Design Institute Ltd.MaterialsEquity0.56%
Jubilant Foodworks Ltd SEP-2026Consumer DiscretionaryFutures0.54%
KNR Constructions LtdIndustrialsEquity0.53%
V-Mart Retail LtdConsumer DiscretionaryEquity0.51%
Tenneco Clean Air India Ltd.Consumer DiscretionaryEquity0.48%
SBI Life Insurance Company LtdFinancialEquity0.47%
Orchid Pharma LtdHealthcareEquity0.47%
Sonata Software LtdTechnologyEquity0.44%
Medplus Health Services LtdHealthcareEquity0.36%
Arvind LtdConsumer DiscretionaryEquity0.32%
AFCONS INFRASTRUCTURE LIMITED EQIndustrialsEquity0.30%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity0.28%
Mphasis Limited September 2026 FutureTechnologyFutures0.26%
Tech Mahindra Ltd.-SEP2026TechnologyFutures0.20%
Britannia Industries LtdConsumer StaplesEquity0.17%
Lupin Limited September 2026 FutureHealthcareFutures0.15%
Crompton Greaves Consumer Electricals Limited September 2026 FutureConsumer DiscretionaryFutures0.03%
TVS Motor Company Ltd - Pref. SharesConsumer DiscretionaryPreference Shares0.02%
Net PayablesUnspecifiedNet Payables-0.74%
See All

Minimum investments

Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+13.8%+13.1%+15.8%+17.4%
Category average (Equity Value Oriented)+19.2%+18.8%+14.7%--
Rank (Equity Value Oriented)10103--

Exit load, stamp duty and tax

Exit load

Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

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

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

TB
Taher Badshah
Jan 2017 - Present
View details

Education
Mr. Taher Badshah is a B.E (Electronics) and MMS (Finance) from University of Mumbai.
Experience
Prior to joining Invesco Asset Management Pvt. Ltd. he has worked with Motilal Oswal Asset Management Company Ltd., Aditya Birla Sun Life Mutual Fund, Kotak Mahindra and ICICI Prudential AMC.

About Invesco India Contra Fund Direct Growth

Invesco India Contra Fund Direct Growth is a Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 24 Jul 2006. Taher Badshah is the Current Fund Manager of Invesco India Contra Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,67,175 Cr and the Latest NAV as of 18 Sep 2026 is ₹158.06. The Invesco India Contra Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹1,000. Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. ;

Investment Objective

The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.
Fund benchmarkBSE 500 Total Return Index

Fund house

Rank (total assets)#16 in India
Total AUM₹1,67,175.20 Cr
Date of Incorporation24 Jul 2006
Phone+91 022-67310000
E-mail--
Launch Date24 Jul 2006
AddressB-1001, B Wing, 10th Floor, Marathon Futurex,N. M. Joshi Marg, Lower Parel,Mumbai, Maharashtra Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,