EquityThematic - ContraVery High Risk

Motilal Oswal Contra Fund - Direct Growth

Motilal Oswal Asset Management Company Limited · Direct Plan · Growth

…annualised since inception₹10.13NAV · 21 Oct 2026

Fund overview

AUM
₹407 Cr
Expense Ratio
2.27%
Launch Date
22-May-26
Benchmark
NIFTY 500 Index
Min. SIP
₹500
Min. Lumpsum
₹500
CAGR (Inception)
—
Risk Level
Very High
Exit Load

1% on or before 365D, Nil after 365D

Returns & rankings

PeriodFund ReturnsCategory Avg.RankVS Category
…

Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.

Return calculator

One-time investment

₹1,000

Over the pastTotal investmentWould've becomeReturns
1 Year₹1,000——
3 Years₹1,000——
5 Years₹1,000——

Historical returns aren't available in the current data feed yet — projections will appear once the returns API is live. Mutual fund investments are subject to market risks.

Holdings

35 securities

Top 10 holdings make up 42.7% of the portfolio.

SecuritySectorMarket CapWeight
Triparty RepoCash/Deposits/Margins/Treps/Repo/Swaps—5.99%
Solar Industries India LtdChemicals & PetrochemicalsLarge Cap5.63%
ICICI Bank LtdBanksLarge Cap5.39%
ABB India LtdElectrical EquipmentLarge Cap5.21%
Bosch LtdAuto ComponentsMid Cap4.76%
Divi'S Laboratories LtdPharmaceuticals & BiotechnologyLarge Cap4.65%
HDFC Bank LtdBanksLarge Cap3.86%
Uno Minda LtdAuto ComponentsMid Cap3.69%
ESDS Software Solution LtdIT - ServicesSmall Cap3.55%
Meesho LtdRetailingMid Cap3.09%

Portfolio Allocation

Equity / Debt / Cash

Equity
93.7%
Cash
6.3%

Total Value

₹407 Cr

Market Cap Split

Large Cap
54.6%
Mid Cap
20.9%
Small Cap
24.6%

Total Value

100%

Equity sector allocation

Banks
18.30%
Auto Components
13.81%
Pharmaceuticals & Biotechnology
10.34%
Electrical Equipment
7.87%
Capital Markets
7.72%
Chemicals & Petrochemicals
6.01%
Financial Services
5.94%
Consumer Durables
4.88%
IT - Software
4.54%
Industrial Manufacturing
3.89%
IT - Services
3.79%
Retailing
3.30%
Industrial Products
3.05%
Other Utilities
2.75%
Automobiles & Components
1.57%
Commercial Services & Supplies
1.36%
Financial Technology (Fintech)
0.89%

Total Value

₹381 Cr

Exit load, stamp duty & tax

Exit Load History

22-May-26

1% on or before 365D, Nil after 365D

Stamp Duty

0.005% (from July 1st, 2020)

Tax Implication

Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.

Risk & Performance Ratios (1Y)

Standard Deviation--
Beta--
Sharpe Ratio--
Sortino Ratio--
Treynor Ratio--
Jensen's Alpha--
Information Ratio--
R-Squared--
Max Drawdown--
Upside Capture--
Downside Capture--

Fund management

B
Bhalchandra Shinde
Lead Fund Manager
A
Ankit Agarwal
Fund Manager

Scheme Details

ISININF247L01GW6
Exit Load1% on or before 365D, Nil after 365D
Age0 years 5 months

Investment objective

To Achieve Long Term Capital Appreciation By Predominantly Investing In Equity And Equity Related Instruments Through Contrarian Strategy. However, There Is No Assurance That The Investment Objective Of The Scheme Will Be Realized.

Fund house

Motilal Oswal Asset Management Company Limited

Total AUM (this fund)
₹407 Cr
AMC Code
AMC26
Scheme Code
154337
ISIN (Growth/Payout)
INF247L01GW6
Scheme Documents
View on AMC website

Frequently asked questions

What is the NAV of Motilal Oswal Contra Fund - Direct Growth?

The NAV of Motilal Oswal Contra Fund - Direct Growth is ₹10.13 as of 21 Oct 2026. NAV is updated at the end of every trading day.

How much expense ratio is charged by Motilal Oswal Contra Fund - Direct Growth?

The expense ratio charged by Motilal Oswal Contra Fund - Direct Growth is 2.27%.

What is the Min. SIP of Motilal Oswal Contra Fund - Direct Growth?

The minimum SIP investment in Motilal Oswal Contra Fund - Direct Growth is ₹500 per month.

What is the Min. Lumpsum of Motilal Oswal Contra Fund - Direct Growth?

The minimum lumpsum investment in Motilal Oswal Contra Fund - Direct Growth is ₹500.

What is the Exit Load of Motilal Oswal Contra Fund - Direct Growth?

The exit load for Motilal Oswal Contra Fund - Direct Growth is: 1% on or before 365D, Nil after 365D

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