NAV Growth
Growth of each fund's NAV over the selected period, rebased to 0%
-
-
-
1M
3M
6M
1Y
3Y
5Y
Fund Details
| Fund Details | Invesco India Contra Fund - Direct (G) | Motilal Oswal Contra Fund - Direct (G) |
|---|---|---|
| Fund Type | Equity | Equity |
| Risk | Very High | Very High |
| Min SIP Amount | ₹100 | ₹100 |
| Min Lumpsum | ₹1,000 | ₹500 |
| Expense Ratio | 0.78% | 2.27% |
| NAV | ₹148.45 (23 Oct 2026) | ₹9.92 (23 Oct 2026) |
| Fund Size | ₹19,248.29 Cr | ₹407.32 Cr |
| Fund Started | 02 Jan 2013 | 29 May 2026 |
| Lock-in Period | No lock-in | No lock-in |
| Exit Load |
Returns
| Returns | Invesco India Contra Fund - Direct (G) | Motilal Oswal Contra Fund - Direct (G) |
|---|---|---|
| 1M | -6.64% | -7.80% |
| 3M | -4.67% | -4.69% |
| 6M | -2.22% | — |
| 1Y | -8.85% | — |
| 3Y | 13.06% | — |
| 5Y | 10.84% | — |
| Since Inception | 16.71% | -0.75% |
Risk Ratios
Trailing risk-adjusted performance measures
| Risk Ratio | Invesco India Contra Fund - Direct (G) | Motilal Oswal Contra Fund - Direct (G) |
|---|---|---|
| Alpha | 9.65 | 13.05 |
| Beta | 1.09 | 0.65 |
| Sharpe | 0.52 | 0.69 |
| Standard Deviation | 4.80 | 2.53 |
Holding Analysis
| Holding Analysis | Invesco India Contra Fund - Direct (G) | Motilal Oswal Contra Fund - Direct (G) |
|---|---|---|
| Top 5 Holdings | 19.21% | 26.98% |
| Top 10 Holdings | 30.51% | 45.82% |
| Portfolio Turnover | 0.64 | — |
| Equity | 96.56% | 93.65% |
| Debt | 2.23% | 5.99% |
| Cash | — | — |
Top Holdings
Invesco India Contra Fund - Direct (G)
| Name | Assets |
|---|---|
| 5.90% | |
| 4.84% | |
| 3.07% | |
| 2.95% | |
| 2.45% | |
| 2.40% | |
| 2.38% | |
| 2.23% | |
| 2.16% | |
| 2.13% |
Fund Manager
| Fund Manager | Invesco India Contra Fund - Direct (G) | Motilal Oswal Contra Fund - Direct (G) |
|---|---|---|
| Name | , |
About Fund
| About | Invesco India Contra Fund - Direct (G) | Motilal Oswal Contra Fund - Direct (G) |
|---|---|---|
| AMC | Invesco Mutual Fund | Motilal Oswal Mutual Fund |
| Scheme Category | Contra Fund | Contra Fund |
| Benchmark | BSE 500 TRI | Nifty 500 TRI |
| Launch Date | 01 Jan 2013 | 08 May 2026 |
