Invesco India Contra Fund - Direct Plan - IDCW (Payout / Reinvestment)
Invesco Mutual Fund Equity Contra Fund
Expense Ratio
0.53%
AUM
₹22.69 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-50.41%
Poor
6 Months
-6.18%
Poor
1 Year
+4.19%
Poor
3 Years
+19.09%
Excellent
5 Years
+14.36%
Good
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹22.69 Cr
Recent Trend
Declining
Stability Score
27.4
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+45.30%
3Y
3Y CAGR
+63.90%
5Y
5Y CAGR
-32.70%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
15.00%
Annualized standard deviation
Sharpe Ratio
0.831
Fair - Risk-adjusted return
Max Drawdown
-23.20%
High - Worst decline
Consistency
67.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.94%
Average daily price movement
Annualized Volatility
15.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance