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Invesco India Contra Fund - Regular Plan - Growth is an equity scheme managed by Invesco Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 20.16%, with the bottom and top quartiles at 18.95% and 21.91% respectively. It has ranked in the top half of its category for 4 of the last 12 reported years. The total expense ratio is 1.66% on assets of ₹19,406Cr. The fund is currently managed by Taher Badshah, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 92% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| LARSEN AND TOUBRO LIMITED | Industrials | 5.24% |
| ICICI BANK LIMITED | Financial Services | 5.04% |
| AXIS BANK LIMITED | Financial Services | 3.78% |
| HDFC BANK LIMITED | Financial Services | 3.65% |
| RELIANCE INDUSTRIES LIMITED | Energy | 3.60% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 3.55% |
| INFOSYS LIMITED | Technology | 3.22% |
| BHARTI AIRTEL LIMITED | Communication Services | 2.56% |
| GLENMARK PHARMACEUTICALS LIMITED | Healthcare | 2.11% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 2.02% |
| THE FEDERAL BANK LIMITED | Financial Services | 2.00% |
| BHARAT ELECTRONICS LIMITED | Industrials | 1.96% |
| KEI INDUSTRIES LIMITED | Industrials | 1.81% |
| FSN E-COMMERCE VENTURES LIMITED | Consumer Cyclical | 1.80% |
| BSE LIMITED | Financial Services | 1.74% |
| DELHIVERY LIMITED | Industrials | 1.61% |
| SHYAM METALICS AND ENERGY LIMITED | Basic Materials | 1.58% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 1.57% |
| PRESTIGE ESTATES PROJECTS LIMITED | Real Estate | 1.56% |
| INDUSIND BANK LIMITED | Financial Services | 1.52% |
| Varun Beverages Ltd | Consumer Defensive | 1.43% |
| LUPIN LIMITED | Healthcare | 1.38% |
| Swiggy Pvt Ltd | Consumer Cyclical | 1.26% |
| BANK OF BARODA | Financial Services | 1.26% |
| HINDUSTAN PETROLEUM CORPORATION LIMITED | Energy | 1.23% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 12 | 29.43% |
| Healthcare | 8 | 10.32% |
| Capital Goods | — | 9.23% |
| Information Technology | — | 8.27% |
| Consumer Services | — | 7.55% |
| Automobile and Auto Components | — | 7.31% |
| Construction | — | 5.81% |
| Oil, Gas & Consumable Fuels | — | 4.83% |
| Services | — | 3.22% |
| Telecommunication | — | 2.56% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -7.17% | 4.47% | 14.96% | 39.38% | 63.78% | 89.2% |
| 3Y | 14.88% | 18.95% | 20.16% | 21.91% | 26.17% | 100.0% |
| 5Y | 12.91% | 15.45% | 19.70% | 22.36% | 25.83% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 34.8% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| Kotak Contra Fund - Regular Plan - Growth | Kotak Mahindra Mutual Fund | ₹5,154 Cr | 1.87% | +16.48% | +14.71% | 3★ |
| SBI CONTRA FUND - REGULAR PLAN -GROWTH | SBI Mutual Fund | ₹47,352 Cr | 1.48% | +14.64% | +16.82% | 2★ |