Invesco India Contra Fund Direct Growth
Scheme code: INF205K01LE4
NAV value:
₹ 141.8500
NAV date: 19 March, 2026
TER: 0.51%
Fund option: Direct
Fund type: Growth
Asset class: Equity
Asset category: Contra Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -30.41 | 96.49 | 17.15 | 22.45 | 20.82 |
| 3 year | -2.76 | 36.98 | 19.63 | 19.05 | 18.28 |
| 5 year | 2.43 | 31.44 | 18.43 | 18.49 | 17.82 |
| 7 year | 12.51 | 22.58 | 17.62 | 17.59 | 16.78 |
| 10 year | 14.96 | 22.16 | 18.64 | 18.83 | 17.96 |
| 12 year | 18.43 | 22.52 | 20.49 | 20.56 | 18.89 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,09,664 - Absolute Returns: ₹1,09,664 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,33,563 - Absolute Returns: ₹11,33,563 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹94,05,910 - Absolute Returns: ₹34,05,910 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,56,63,214 - Absolute Returns: ₹72,63,214 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,15,40,618 - Absolute Returns: ₹1,95,40,618 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,79,56,505 - Absolute Returns: ₹3,35,56,505 - CAGR: %Drawdown Metrics
Max Drawdown
-36.52 %
Drawdown Duration
1 months
Recovery Time
8 months
Avg Drawdown
-4.87 %
Calmar Ratio by Duration
1
Y
0.6148
3
Y
0.5217
5
Y
0.5063
7
Y
0.4817
10
Y
0.5156
12
Y
0.563
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 0.32 | 1.03 | 103.7 | 103.2 | 4.25 % | 4.00 % |
| 3 years | 7.40 | 1.01 | 104.0 | 94.5 | 18.75 % | 11.28 % |
| 5 years | 5.51 | 0.97 | 98.6 | 91.8 | 14.86 % | 9.44 % |
| 7 years | 5.03 | 0.94 | 96.3 | 91.0 | 15.50 % | 10.74 % |
| 10 years | 5.38 | 0.95 | 98.0 | 92.0 | 17.14 % | 12.06 % |
| 12 years | 4.31 | 0.95 | 98.0 | 92.0 | 14.12 % | 10.00 % |
| 15 years | 3.30 | 0.95 | 98.0 | 92.0 | 11.14 % | 7.92 % |