Invesco India Contra Fund vs UTI Value Fund
Over the last 3 years, Invesco India Contra Fund returned 16.4% a year against 13.6% for UTI Value Fund (Direct plans). Invesco India Contra Fund was the more consistent: ahead of its index in 100% of rolling 3-year periods, against 90%. In falling months, UTI Value Fund fell less: 92% of the index's fall, against 99%. They hold 20 stocks in common; the portfolio overlap is 36%. Data as of 12 Nov 2026.
| Invesco India Contra Fund | UTI Value Fund | |
|---|---|---|
| Category | Value / Contra | Value / Contra |
| Fund house | Invesco Mutual Fund | UTI Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹19,230 cr | ₹8,982 cr |
| Direct plan | ||
| Rating | A+ | B |
| Expense ratio | 0.74% | 1.35% |
| 1Y return | 2.5% | -1.4% |
| 3Y return (a year) | 16.4% | 13.6% |
| 5Y return (a year) | 13.0% | 10.9% |
| 3Y vs index | +4.2% | +1.4% |
| Rating score, rank | 78 · #2 of 23 | 47 · #12 of 23 |
| Regular plan | ||
| Rating | A+ | B |
| Expense ratio | 1.83% | 1.87% |
| 1Y return | 1.4% | -2.0% |
| 3Y return (a year) | 15.2% | 12.8% |
| 5Y return (a year) | 11.7% | 10.2% |
| 3Y vs index | +2.9% | +0.6% |
| Rating score, rank | 76 · #2 of 24 | 48 · #13 of 24 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 100% | 90% |
| Deepest fall, 3Y | -18.6% | -17.2% |
| Volatility, 3Y | 15.6% | 13.8% |
| Max fall, 5Y | -18.6% | -17.3% |
| Down capture, 3Y | 99 | 92 |
| Stocks held | 74 | 63 |
| Top 10 holdings | 32% | 41% |
| Large / mid / small caps | 55 / 20 / 21% | 66 / 18 / 15% |
| Largest sector | Banks | Banks |
Common questions
Invesco India Contra Fund or UTI Value Fund: which is better?
On our track-record ratings (Direct plans), Invesco India Contra Fund is rated A+ and UTI Value Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Invesco India Contra Fund or UTI Value Fund: which has done better?
Over the last 3 years, Invesco India Contra Fund returned 16.4% a year against 13.6% for UTI Value Fund (Direct plans).
How much do Invesco India Contra Fund and UTI Value Fund overlap?
They hold 20 stocks in common; the portfolio overlap is 36%.
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.
More comparisons
Top-rated value / contra funds this month · All value / contra funds
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
Send us your CAS and get a written report: which of your funds to keep, which to exit and when, where new SIPs should go, and what each change costs in tax.