HSBC Value Fund vs Invesco India Contra Fund
Over the last 3 years, Invesco India Contra Fund returned 15.8% a year against 15.6% for HSBC Value Fund (Direct plans). Invesco India Contra Fund costs less (0.75% a year, Direct). Data as of 5 Nov 2026.
| HSBC Value Fund | Invesco India Contra Fund | |
|---|---|---|
| Category | Value / Contra | Value / Contra |
| Fund house | HSBC Mutual Fund | Invesco Mutual Fund |
| Benchmark (TRI) | Nifty 500 | Nifty 500 |
| Age | 3.9 years | 13.8 years |
| AUM | ₹15,096 cr | ₹20,132 cr |
| Direct plan | ||
| Rating | A | A |
| Expense ratio | 0.88% | 0.75% |
| 1Y return | 0.3% | -0.5% |
| 3Y return (a year) | 15.6% | 15.8% |
| 5Y return (a year) | – | 12.7% |
| 3Y vs index | +3.6% | +3.8% |
| Regular plan | ||
| Rating | A+ | A |
| Expense ratio | 1.84% | 1.84% |
| 1Y return | -0.7% | -1.6% |
| 3Y return (a year) | 14.5% | 14.5% |
| 5Y return (a year) | – | 11.4% |
| 3Y vs index | +2.5% | +2.5% |
| Risk and portfolio | ||
| Volatility, 3Y | 16.4% | 15.4% |
| Max fall, 5Y | – | -18.6% |
| Down capture, 3Y | 100 | 99 |
| Stocks held | – | 71 |
| Top 10 holdings | –% | 30% |
Common questions
HSBC Value Fund or Invesco India Contra Fund: which has done better?
Over the last 3 years, Invesco India Contra Fund returned 15.8% a year against 15.6% for HSBC Value Fund (Direct plans).
How much do HSBC Value Fund and Invesco India Contra Fund overlap?
Holdings for one of these schemes are not available yet.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.