Invesco India Contra Fund - Direct Plan - Growth
code 120348 Contra Fund direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2023-04-21, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 8.03% | 8.03% | 7.85% | 0.17% | 2026-10-09 → 2026-11-09 |
| 3M | 0.48% | 0.48% | -0.57% | 1.05% | 2026-08-07 → 2026-11-09 |
| 6M | 5.67% | 5.67% | 2.40% | 3.28% | 2026-05-08 → 2026-11-09 |
| 1Y | 2.21% | 2.21% | 0.43% | 1.78% | 2025-11-07 → 2026-11-09 |
| 3Y | 15.89% | 15.89% | 11.15% | 4.74% | 2023-11-09 → 2026-11-09 |
| 5Y | 12.58% | - | - | - | 2021-11-09 → 2026-11-09 |
| 7Y | 17.56% | - | - | - | 2019-11-08 → 2026-11-09 |
| 10Y | 16.46% | - | - | - | 2016-11-09 → 2026-11-09 |
| since inception | 17.49% | 19.23% | 14.06% | 5.18% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 65.14% | 5.49% | 8.56% | 48.11% | -1.97% | 7.10% | 22.63% | 31.26% | 5.09% | 30.29% | 31.65% | 4.26% |
| benchmark | - | - | - | - | - | - | - | - | - | - | 14.95% | 7.17% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 630 | 17.08% | 8.43% | -8.85% | 57.25% | 79% | 67% |
| 3 years | 139 | 16.24% | 16.75% | 12.36% | 20.64% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 14.34% | 11.76% | 15.19% |
| volatility | 16.41% | 14.99% | 17.23% |
| max drawdown | -18.64% | -18.64% | -36.52% |
| downside deviation | 11.24% | 10.05% | 11.83% |
| Sharpe ratio | 0.54 | 0.44 | 0.60 |
| Sortino ratio | 0.79 | 0.65 | 0.88 |
| Calmar ratio | 0.77 | - | - |
| alpha (annualised) | 4.54% | - | - |
| beta | 1.03 | - | - |
| R² | 0.94 | - | - |
| tracking error | 3.98% | - | - |
| information ratio | 1.17 | - | - |
| up / down capture | 118 / 96 | - | - |
| Treynor ratio | 0.09 | - | - |
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Contra Fund
Overall - (3y - · 5y - · 10y -) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 3 funds | 5 years of 3 funds | 10 years of 3 funds |
|---|---|---|---|
| return | 1st | 100th | 50th |
| volatility | 100th | 100th | 50th |
| Sharpe | 1st | 100th | 50th |
| Sortino | 1st | 100th | 50th |
| worst fall | 50th | 50th | 1st |
| risk-adjusted return (MRAR) | 1st | 100th | 50th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.