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Invesco India Contra Fund - Direct Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Contra Fund

Scheme Objective

To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.

Scheme Details

Fund manager(s) – Amit Ganatra , Taher Badshah
Launch date – 02-Jan-2013
Expense ratio – 0.53% as declared on 30-Sep-2025 (category average is 0.62%)
Benchmark - BSE 500 TRI

Min SIP amount - ₹
Min investment amount (one time- first time) - ₹
Min investment amount (addtional purchase) - ₹
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Invesco India Contra Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

19169.54

0.00

0.00%

Sep - 2025	19169.54	0.00%
Aug - 2025	18980.54	0.00%
Jul - 2025	19287.72	0.00%
Jun - 2025	19257.40	0.00%
May - 2025	18398.02	0.00%
Apr - 2025	18046.02	0.00%
Mar - 2025	17265.19	0.00%
Feb - 2025	15961.68	0.00%
Jan - 2025	17167.52	0.00%

2024

18153.48

0.00

0.00%

Dec - 2024	18153.48	0.00	0.00%
Nov - 2024	18018.85	0.00	0.00%
Oct - 2024	17717.85	0.00	0.00%
Sep - 2024	18469.89	0.00	0.00%
Aug - 2024	17817.05	0.00	0.00%
Jul - 2024	17268.79	0.00	0.00%
Jun - 2024	16188.07	0.00	0.00%
May - 2024	15077.87	48734.69	30.94%
Apr - 2024	14713.07	47260.35	31.13%
Mar - 2024	13903.49	43352.48	32.07%
Feb - 2024	13824.47	41716.84	33.14%
Jan - 2024	13344.72	39367.83	33.90%

2023

12973.57

36743.48

35.31%

Dec - 2023	12973.57	36743.48	35.31%
Nov - 2023	12063.43	33048.55	36.50%
Oct - 2023	11116.37	29627.01	37.52%
Sep - 2023	11453.67	29651.67	38.63%
Aug - 2023	11178.88	27579.48	40.53%
Jul - 2023	11024.57	26265.42	41.97%
Jun - 2023	10602.01	24155.35	43.89%
May - 2023	10147.78	22311.55	45.48%
Apr - 2023	9703.16	20949.35	46.32%
Mar - 2023	9390.66	19836.96	47.34%
Feb - 2023	9347.62	19128.95	48.87%
Jan - 2023	9486.67	18870.15	50.27%

2022

9633.95

18721.01

51.46%

Dec - 2022	9633.95	18721.01	51.46%
Nov - 2022	9901.64	18579.73	53.29%
Oct - 2022	9668.67	17783.78	54.37%
Sep - 2022	9259.11	16756.78	55.26%
Aug - 2022	9434.45	16640.17	56.70%
Jul - 2022	9001.00	15611.40	57.66%
Jun - 2022	8210.76	14073.20	58.34%
May - 2022	8535.65	14347.61	59.49%
Apr - 2022	8654.61	14405.18	60.08%
Mar - 2022	8725.80	14190.50	61.49%
Feb - 2022	8203.00	13168.89	62.29%
Jan - 2022	8560.01	13569.83	63.08%

2021

8555.59

13300.58

64.32%

Dec - 2021	8555.59	13300.58	64.32%
Nov - 2021	8269.54	12760.97	64.80%
Oct - 2021	8457.77	12752.94	66.32%
Sep - 2021	8411.09	12553.77	67.00%
Aug - 2021	8198.57	12154.53	67.45%
Jul - 2021	7854.21	11639.52	67.48%
Jun - 2021	7528.89	10971.50	68.62%
May - 2021	7033.07	10294.63	68.32%
Apr - 2021	6438.14	9256.17	69.56%
Mar - 2021	6476.52	9274.93	69.83%
Feb - 2021	6430.71	9189.07	69.98%
Jan - 2021	5922.37	8450.38	70.08%

2020

6010.40

8538.64

70.39%

Dec - 2020	6010.40	8538.64	70.39%
Nov - 2020	5608.76	7959.58	70.47%
Oct - 2020	5026.94	7165.57	70.15%
Sep - 2020	4967.29	7097.84	69.98%
Aug - 2020	5019.09	7166.67	70.03%
Jul - 2020	4951.59	7019.49	70.54%
Jun - 2020	4661.88	6607.67	70.55%
May - 2020	4300.24	6071.05	70.83%
Apr - 2020	4273.93	6093.75	70.14%
Mar - 2020	3658.36	5253.12	69.64%
Feb - 2020	4668.45	6801.90	68.63%
Jan - 2020	4750.86	7017.99	67.70%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Invesco Asset Management Co. Pvt. Ltd.

2101-A, A Wing, 21st Floor, Marathon Futurex, N .M. Joshi Marg, Lower Parel Mumbai 400 013
Tel no.: 022-67310000
Fax no.: 022-23019422
Website.: www.invescomutualfund.com