Fund Overview
Fund Size
₹407 Cr
Expense Ratio
2.27%
ISIN
INF247L01GW6
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
29 May 2026
About this fund
As of 23-Oct-26, it has a Net Asset Value (NAV) of ₹9.92, Assets Under Management (AUM) of 407.32 Crores, and an expense ratio of 2.27%.
- Motilal Oswal Contra Fund Direct Growth has given a CAGR return of -0.75% since inception.
- The fund's asset allocation comprises around 93.65% in equities, 0.00% in debts, and 6.35% in cash & cash equivalents.
- You can start investing in Motilal Oswal Contra Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
-0.75%
— (Cat Avg.)
Portfolio Summaryas of 30th September 2026
| Equity | ₹381.47 Cr | 93.65% |
| Others | ₹25.85 Cr | 6.35% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Triparty Repo | Cash - Repurchase Agreement | ₹24.4 Cr | 5.99% |
| Solar Industries India Ltd | Equity | ₹22.92 Cr | 5.63% |
| ICICI Bank Ltd | Equity | ₹21.97 Cr | 5.39% |
| ABB India Ltd | Equity | ₹21.21 Cr | 5.21% |
| Bosch Ltd | Equity | ₹19.41 Cr | 4.76% |
| Divi's Laboratories Ltd | Equity | ₹18.92 Cr | 4.65% |
| HDFC Bank Ltd | Equity | ₹15.73 Cr | 3.86% |
| UNO Minda Ltd | Equity | ₹15.04 Cr | 3.69% |
| Esds Software Solution Ltd | Equity | ₹14.45 Cr | 3.55% |
| Meesho Ltd | Equity | ₹12.59 Cr | 3.09% |
| Kotak Mahindra Bank Ltd | Equity | ₹12.43 Cr | 3.05% |
| RBL Bank Ltd | Equity | ₹11.83 Cr | 2.90% |
| Garware Hi-Tech Films Ltd | Equity | ₹11.65 Cr | 2.86% |
| Samvardhana Motherson International Ltd | Equity | ₹11.43 Cr | 2.81% |
| Titan Co Ltd | Equity | ₹10.87 Cr | 2.67% |
| VA Tech Wabag Ltd | Equity | ₹10.5 Cr | 2.58% |
| Mankind Pharma Ltd | Equity | ₹10.46 Cr | 2.57% |
| Torrent Pharmaceuticals Ltd | Equity | ₹10.04 Cr | 2.46% |
| Tech Mahindra Ltd | Equity | ₹9.16 Cr | 2.25% |
| Schneider Electric Infrastructure Ltd | Equity | ₹8.78 Cr | 2.16% |
| Tempsens Instruments India Ltd | Equity | ₹8.4 Cr | 2.06% |
| Shriram Finance Ltd | Equity | ₹8.19 Cr | 2.01% |
| Anand Rathi Wealth Ltd | Equity | ₹8.18 Cr | 2.01% |
| Persistent Systems Ltd | Equity | ₹8.16 Cr | 2.00% |
| Bajaj Finance Ltd | Equity | ₹8.06 Cr | 1.98% |
| State Bank of India | Equity | ₹7.91 Cr | 1.94% |
| Multi Commodity Exchange of India Ltd | Equity | ₹7.77 Cr | 1.91% |
| PG Electroplast Ltd | Equity | ₹7.76 Cr | 1.90% |
| BSE Ltd | Equity | ₹7.01 Cr | 1.72% |
| Asahi India Glass Ltd | Equity | ₹6.79 Cr | 1.67% |
| KFin Technologies Ltd | Equity | ₹6.48 Cr | 1.59% |
| Lumino Industries Ltd | Equity | ₹6.43 Cr | 1.58% |
| Jio Financial Services Ltd | Equity | ₹6.39 Cr | 1.57% |
| Ola Electric Mobility Ltd | Equity | ₹5.99 Cr | 1.47% |
| eClerx Services Ltd | Equity | ₹5.16 Cr | 1.27% |
| OnEMI Technology Solutions Ltd | Equity | ₹3.39 Cr | 0.83% |
| Net Receivables / (Payables) | Cash | ₹1.45 Cr | 0.36% |
Allocation By Market Cap (Equity)
Large Cap Stocks
47.20%
Mid Cap Stocks
18.03%
Small Cap Stocks
21.24%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹118.85 Cr | 29.18% |
| Consumer Cyclical | ₹82.13 Cr | 20.16% |
| Technology | ₹59.57 Cr | 14.63% |
| Industrials | ₹46.93 Cr | 11.52% |
| Healthcare | ₹39.43 Cr | 9.68% |
| Basic Materials | ₹34.57 Cr | 8.49% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
15.77%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
0.38
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
0.54
Higher the better
Fund Managers
Varun Sharma
Since May 2026
Swapnil Mayekar
Since May 2026
Ankit Agarwal
Since May 2026
Rakesh Shetty
Since May 2026
Bhalchandra Shinde
Since May 2026
Additional Scheme Detailsas of 30th September 2026
ISIN INF247L01GW6 | Expense Ratio 2.27% | Exit Load 1.00% | Fund Size ₹407 Cr | Age 4 months | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Contra Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| ICICI Prudential Contra Fund Direct Growth Very High Risk | - | 1.0% | - | - |
| ICICI Prudential Contra Fund Regular Growth Very High Risk | - | 1.0% | - | - |
| Bandhan Contra Fund Direct Growth Very High Risk | 5.6% | 0.0% | ₹1711.91 Cr | - |
| Bandhan Contra Fund Regular Growth Very High Risk | 7.2% | 0.0% | ₹1711.91 Cr | - |
| Motilal Oswal Contra Fund Regular Growth Very High Risk | 3.9% | 1.0% | ₹407.32 Cr | - |
| Motilal Oswal Contra Fund Direct Growth Very High Risk | 2.3% | 1.0% | ₹407.32 Cr | - |
| Invesco India Contra Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹19248.29 Cr | -9.8% |
| SBI Contra Fund Direct Growth Very High Risk | 0.9% | 0.0% | ₹45067.51 Cr | -7.9% |
| Invesco India Contra Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹19248.29 Cr | -8.8% |
| Kotak India EQ Contra Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹5196.35 Cr | -8.7% |
| Kotak India EQ Contra Fund Regular Growth Very High Risk | 2.0% | 1.0% | ₹5196.35 Cr | -9.8% |
| SBI Contra Fund Regular Growth Very High Risk | 1.6% | 0.0% | ₹45067.51 Cr | -8.6% |
About the AMC
Motilal Oswal Mutual Fund
Total AUM
₹1,76,330 Cr
Address
Motilal Oswal Tower, Mumbai, 400 025
Other Funds by Motilal Oswal Mutual Fund
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
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- Varun Sharma
- Swapnil Mayekar
- Ankit Agarwal
- Rakesh Shetty
- Bhalchandra Shinde
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