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Two Contra funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Invesco India Contra Fund vs Bandhan Contra Fund, as of 9 Nov 2026: Invesco India Contra Fund NAV ₹163.90, 3Y CAGR 15.9%, expense ratio 0.76%; Bandhan Contra Fund NAV ₹10.24, under one year old, expense ratio 2.35%; about 26% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| Invesco India Contra Fund Direct Growth | Bandhan Contra Fund Direct Growth | |
|---|---|---|
| Category | Contra | Contra |
| Fund house | Invesco Mutual Fund | Bandhan Mutual Fund |
| Plan | Direct Plan · Growth | Direct Plan · Growth |
| NAV | ₹163.90 (9 Nov 2026) | ₹10.24 (9 Nov 2026) |
| 1Y return | 2.2% | — |
| 3Y CAGR | 15.9% | — |
| 5Y CAGR | 12.6% | — |
| Since launch (CAGR) | 17.5% | — |
| Expense ratio | 0.76% | 2.35% |
| AUM | ₹20,309 cr | ₹1,712 cr |
| Risk-o-meter | Very High | — |
| Benchmark | BSE 500 TRI | — |
| Exit load | In respect of each purchase/ switch-in of units, an exit load of 1% is payable if units are redeemed/ switchedout on or before 1 year from the date of allotment. In respect of each purchase/switch-in of units, no exit load is payable if units are redeemed/ switched-out after 1 year from the date of allotment. | If redeemed/switched out on/within 30 days from the date of allotment – 0. 5% of the applicable NAV. If redeemed/switched out after 30 days from the date of allotment - Nil. |
| Minimum SIP | ₹100 | ₹100 |
| Holdings | 71 | 69 |
| Top 10 holdings weight | 30.4% | 27.0% |
| Portfolio overlap | About 26% by weight, from the latest disclosed holdings | |
Returns are not shown for schemes under one year old.
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →Invesco India Contra Fund costs less: Invesco India Contra Fund charges 0.76% a year and Bandhan Contra Fund 2.35% a year.
Invesco India Contra Fund is larger: Invesco India Contra Fund manages ₹20,309 cr and Bandhan Contra Fund ₹1,712 cr (as of 9 Nov 2026).
About 26% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer