Motilal Oswal Contra Fund - Regular - IDCW
Category: Equity: Contra
Launch Date: 08-05-2026
AUM:
₹ 445.64 Cr
Expense Ratio
4.09%
Benchmark
Nifty 500 TRI
ISIN
INF247L01HA0
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Bhalchandra Shinde, Mr. Varun Sharma, Mr. Ankit Agarwal, Mr. Rakesh Shetty and Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Contra Fund - Regular - IDCW | - | - | - |
| NIFTY 500 TRI | 0.38 | 10.51 | 10.21 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.8476
Last change
0.03 (0.3014%)
Fund Size (AUM)
₹ 445.64 Cr
Performance
9.11% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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 Manager
Mr. Bhalchandra Shinde, Mr. Varun Sharma, Mr. Ankit Agarwal, Mr. Rakesh Shetty and Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TRP_010726 | 8.52 |
| VA TECH WABAG LIMITED EQ NEW RS. 2/- | 5.79 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.6 |
| SCHNEIDER ELECTRIC INFRASTRUCTURE LIMITED EQ | 5.12 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 4.99 |
| HDFC ASSET MANAGEMENT COMPANY LTD EQ NEW FV RS. 5/- | 4.94 |
| ABB INDIA LIMITED EQ NEW RS. 2/- | 4.8 |
| SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- | 4.47 |
| PNB HOUSING FINANCE LTD EQ | 4.03 |
| POWER GRID CORPORATION OF INDIA LIMITED EQ | 3.85 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 22.72 |
| Financial Services | 22.5 |
| Automobile and Auto Components | 8.23 |
| Chemicals | 6.18 |
| Utilities | 5.79 |
| Fast Moving Consumer Goods | 5.19 |
| Information Technology | 5.04 |
| Healthcare | 4.99 |
| Power | 3.85 |
| Oil, Gas & Consumable Fuels | 2.88 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Contra Fund Reg IDCW | 0.0 |
| Kotak Contra Fund Reg Gr | 12.9 |
| Invesco India Contra Fund Gr | 12.14 |
| SBI Contra Fund Reg Gr | 14.34 |