Motilal Oswal Contra Fund
- NAV as on 9 Nov 2026
- ₹10.95+1.62%1 day
- Return since launch
- 8.3%
- 52-week range
- ₹9.80 — ₹10.85
- AUM
- ₹407 Cr
Motilal Oswal Contra Fund is a Value & Contra equity fund from Motilal Oswal Mutual Fund with ₹407 Cr under management, launched in 2026. The expense ratio is 3.85% and the SEBI riskometer reading is Very High.
Performance
Motilal Oswal Contra Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +10.1% against +3.8% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 5.8% | 0.0 pts | 5.8% | 6.3% |
| 3M | 3.5% | +4.6 pts | -1.2% | -1.5% |
Since launch (8 May 2026): 8.3%
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
3.61%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 2.10%
- Brokerage
- 0.32%
- Transaction charges
- 0.03%
- Statutory levies
- 1.16%
- Exit load
- Exit load of 1%, if redeemed within 365 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY 500 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Motilal Oswal Contra Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity93.7%
- Other6.3%
Market cap split
- Large50.4%
- Mid19.2%
- Small30.4%
- P/E
- 36.10
- P/B
- 4.60
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 6.35% | ₹25.85 Cr | +17.04% | — | — |
| Solar Industries India Ltd. | Chemicals | 5.63% | ₹22.92 Cr | +4.47% | — | — |
| ICICI Bank Ltd. | Financial | 5.39% | ₹21.97 Cr | +5.60% | — | — |
| ABB India Ltd. | Capital Goods | 5.21% | ₹21.21 Cr | +4.80% | — | — |
| Bosch Ltd. | Automobile | 4.76% | ₹19.41 Cr | +3.04% | — | — |
| Divi's Laboratories Ltd. | Healthcare | 4.65% | ₹18.92 Cr | — | — | — |
| HDFC Bank Ltd. | Financial | 3.86% | ₹15.73 Cr | — | — | — |
| UNO Minda Ltd. | Automobile | 3.69% | ₹15.04 Cr | +1.38% | — | — |
| ESDS Software Solution Ltd. | Technology | 3.55% | ₹14.45 Cr | — | — | — |
| Meesho Ltd. | Services | 3.09% | ₹12.59 Cr | — | — | — |
| Kotak Mahindra Bank Ltd. | Financial | 3.05% | ₹12.43 Cr | — | — | — |
| RBL Bank Ltd. | Financial | 2.90% | ₹11.83 Cr | +1.46% | — | — |
| Garware Hi-Tech Films Ltd. | Materials | 2.86% | ₹11.65 Cr | +2.55% | — | — |
| Samvardhana Motherson International Ltd. | Automobile | 2.81% | ₹11.43 Cr | — | — | — |
| Titan Company Ltd. | Consumer Discretionary | 2.67% | ₹10.87 Cr | — | — | — |
| VA Tech Wabag Ltd. | Capital Goods | 2.58% | ₹10.50 Cr | +5.79% | — | — |
| Mankind Pharma Ltd. | Healthcare | 2.57% | ₹10.46 Cr | — | — | — |
| Torrent Pharmaceuticals Ltd. | Healthcare | 2.46% | ₹10.04 Cr | — | — | — |
| Tech Mahindra Ltd. | Technology | 2.25% | ₹9.16 Cr | +3.07% | — | — |
| Schneider Electric Infrastructure Ltd. | Capital Goods | 2.16% | ₹8.78 Cr | +5.12% | — | — |
| Tempsens Instruments (India) Ltd. | Capital Goods | 2.06% | ₹8.40 Cr | — | — | — |
| Anand Rathi Wealth Ltd. | Financial | 2.01% | ₹8.18 Cr | — | — | — |
| Shriram Finance Ltd | Financial | 2.01% | ₹8.19 Cr | — | — | — |
| Persistent Systems Ltd. | Technology | 2.00% | ₹8.16 Cr | — | — | — |
| Bajaj Finance Ltd. | Financial | 1.98% | ₹8.06 Cr | — | — | — |
| State Bank of India | Financial | 1.94% | ₹7.91 Cr | — | — | — |
| Multi Commodity Exchange Of India Ltd. | Services | 1.91% | ₹7.77 Cr | — | — | — |
| PG Electroplast Ltd. | Capital Goods | 1.90% | ₹7.76 Cr | — | — | — |
| BSE Ltd. | Services | 1.72% | ₹7.01 Cr | — | — | — |
| Asahi India Glass Ltd. | Materials | 1.67% | ₹6.79 Cr | — | — | — |
| KFin Technologies Ltd. | Financial | 1.59% | ₹6.48 Cr | — | — | — |
| Lumino Industries Ltd. | Capital Goods | 1.58% | ₹6.43 Cr | — | — | — |
| JIO Financial Services Ltd. | Financial | 1.57% | ₹6.39 Cr | — | — | — |
| Ola Electric Mobility Ltd. | Automobile | 1.47% | ₹5.99 Cr | — | — | — |
| eClerx Services Ltd. | Services | 1.27% | ₹5.16 Cr | — | — | — |
| OnEMI Technology Solutions Ltd. | Financial | 0.83% | ₹3.39 Cr | — | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Others | 9.03% | 0.36% | -8.67% |
| Dixon Technologies (India) Ltd. | 4.11% | 0.00% | -4.11% |
| PNB Housing Finance Ltd. | 3.99% | 0.00% | -3.99% |
| HDFC Bank Ltd. | 0.00% | 3.86% | +3.86% |
| Kotak Mahindra Bank Ltd. | 0.00% | 3.05% | +3.05% |
| Samvardhana Motherson International Ltd. | 0.00% | 2.81% | +2.81% |
| ESDS Software Solution Ltd. | 0.90% | 3.55% | +2.65% |
| Divi's Laboratories Ltd. | 2.03% | 4.65% | +2.62% |
| Mankind Pharma Ltd. | 0.00% | 2.57% | +2.57% |
| Torrent Pharmaceuticals Ltd. | 0.00% | 2.46% | +2.46% |
| ICICI Bank Ltd. | 2.93% | 5.39% | +2.46% |
| Blue Jet Healthcare Ltd. | 2.11% | 0.00% | -2.11% |
| Cholamandalam Investment and Finance Company Ltd. | 2.03% | 0.00% | -2.03% |
| Apollo Tyres Ltd. | 2.00% | 0.00% | -2.00% |
| Bajaj Finance Ltd. | 3.97% | 1.98% | -1.99% |
| Tempsens Instruments (India) Ltd. | 4.03% | 2.06% | -1.97% |
| State Bank of India | 0.00% | 1.94% | +1.94% |
| Multi Commodity Exchange Of India Ltd. | 0.00% | 1.91% | +1.91% |
| Hexaware Technologies Ltd. | 1.77% | 0.00% | -1.77% |
| Interglobe Aviation Ltd. | 1.73% | 0.00% | -1.73% |
| BSE Ltd. | 0.00% | 1.72% | +1.72% |
| The Indian Hotels Company Ltd. | 1.66% | 0.00% | -1.66% |
| Five-Star Business Finance Ltd. | 1.49% | 0.00% | -1.49% |
| Pidilite Industries Ltd. | 1.49% | 0.00% | -1.49% |
| Ola Electric Mobility Ltd. | 0.00% | 1.47% | +1.47% |
| Belrise Industries Ltd. | 1.24% | 0.00% | -1.24% |
| Firstsource Solutions Ltd. | 1.13% | 0.00% | -1.13% |
| Solar Industries India Ltd. | 4.62% | 5.63% | +1.01% |
| Titan Company Ltd. | 1.70% | 2.67% | +0.97% |
| Meesho Ltd. | 2.12% | 3.09% | +0.97% |
| Schneider Electric Infrastructure Ltd. | 3.09% | 2.16% | -0.93% |
| OnEMI Technology Solutions Ltd. | 0.00% | 0.83% | +0.83% |
| Tata Consultancy Services Ltd. | 0.75% | 0.00% | -0.75% |
| Lumino Industries Ltd. | 1.12% | 1.58% | +0.46% |
| RBL Bank Ltd. | 2.50% | 2.90% | +0.40% |
| VA Tech Wabag Ltd. | 2.26% | 2.58% | +0.32% |
| Anand Rathi Wealth Ltd. | 1.73% | 2.01% | +0.28% |
| Garware Hi-Tech Films Ltd. | 2.66% | 2.86% | +0.20% |
| ABB India Ltd. | 5.37% | 5.21% | -0.16% |
| Asahi India Glass Ltd. | 1.51% | 1.67% | +0.16% |
| PG Electroplast Ltd. | 2.05% | 1.90% | -0.15% |
| Bosch Ltd. | 4.62% | 4.76% | +0.14% |
| KFin Technologies Ltd. | 1.68% | 1.59% | -0.09% |
| Shriram Finance Ltd | 2.08% | 2.01% | -0.07% |
| Persistent Systems Ltd. | 1.94% | 2.00% | +0.06% |
| Tech Mahindra Ltd. | 2.20% | 2.25% | +0.05% |
| JIO Financial Services Ltd. | 1.59% | 1.57% | -0.02% |
| eClerx Services Ltd. | 1.26% | 1.27% | +0.01% |
| UNO Minda Ltd. | 3.68% | 3.69% | +0.01% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹2,870 Cr | 2.41% | 12.1% | 10.0% | 14.5% |
 HDFC Value Fund | ₹8,039 Cr | 1.87% | 10.9% | 9.3% | 13.7% |
 DSP Value Fund | ₹2,225 Cr | 2.35% | 9.2% | 10.7% | 14.2% |
 Quant Value Fund | ₹1,917 Cr | 2.31% | 8.0% | 7.3% | — |
 Axis Value Fund | ₹1,836 Cr | 2.20% | 13.0% | 10.5% | 15.8% |
 LIC MF Value Fund | ₹336 Cr | 3.33% | 19.4% | 12.2% | 14.2% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments through contrarian strategy.
Fund managers
- Ankit AgarwalMr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..
- Bhalchandra ShindeMr. Shinde has done M.M.S Finance & B.E. MechanicalPrior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
- Rakesh ShettyMr. Shetty has done B.ComPrior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
- Varun SharmaMr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
No return history published for this fund yet.
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.