Motilal Oswal Contra Fund
- NAV
- ₹10.14
- —30 Oct 2026
- AUM (₹ Cr)
- 386
- Average, July - September 2026
- Expense ratio
- 3.85%
- Regular 3.85%
- Risk
- Very High
- SEBI riskometer
- 1Y return
- —
- Category -7.6%
- 3Y CAGR
- —
- Category 12.7%
- 5Y CAGR
- —
- Category 12.6%
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Ranked on 1Y, 3Y and 5Y together. 3 of 6 funds have a rank here; it needs a 5-year record. Direct plan, growth option. Click a column to rank by it.
Calendar-year returns
Fund only: no comparison series covers this fund's history.
Risk statistics
Five years of daily NAVs. Risk-free rate 6.5% a year.
- Standard deviation
- —
- Maximum drawdown
- —
- Sharpe ratio
- —
- Sortino ratio
- —
- Beta
- —
- Alpha
- —
- R²
- —
- Information ratio
- —
- Upside capture
- —
- Downside capture
- —
- Tracking error
- —
| Period | 1M | 3M | 6M | YTD | 1Y | 3YCAGR | 5YCAGR | 10YCAGR | LaunchCAGR |
|---|---|---|---|---|---|---|---|---|---|
| Fund | -1.7% | -3.2% | — | — | — | — | — | — | +2.0% |
| Nifty 500 TRI | — | — | — | — | — | — | — | — | — |
| Contra average | -1.2% | -5.5% | -2.2% | -8.3% | -7.6% | 12.7% | 12.6% | 15.2% | 7.2% |
| Difference | — | — | — | — | — | — | — | — | — |
Portfolio
Valuation
- P/E
- 38.6
- Covers 86% of its shares
- Category median
- 21.8
- 5 Contra funds
- Benchmark P/E
- 21.0
- Nifty 500
P/E is the value of the shares the fund holds, at the close of 30 Oct 2026, over their profit in the last four reported quarters (the owners' share from continuing operations, consolidated where filed, losses included), weighted by the fund's portfolio disclosed 24 Oct 2026. The category median is worked out the same way; the benchmark's is the index provider's own figure on the same basis.
Fund details
- Fund house
- Motilal Oswal Mutual Fund
- Category
- Equity · Contra
- SEBI classification
- Equity / Contra
- Benchmark
- Nifty 500 TRI
- Launch date
- 4 Jun 2026 (0.4 years)
- Structure
- Open Ended
- Plans and options
- Regular Growth
- Fund manager
- Ankit Agarwal
- Minimum SIP
- ₹500
- Minimum lumpsum
- ₹500 (then ₹500)
- Exit load
- 1.00%
- Lock-in
- None
- Riskometer
- Very High (benchmark Very High)
- Expense ratio as of
- 29 Oct 2026
- AUM period
- July - September 2026
- ISIN, Regular Growth
- INF247L01GZ9
- Scheme code
- 154338
NAV and returns as of 30 Oct 2026; returns are for the regular plan, growth option, before entry or exit costs. Not investment advice.
Other contra funds
Other funds in the Contra category.
- ICICI Prudential Contra FundICICI Prudential Mutual Fund · ER 0.96%
- SBI Contra FundSBI Mutual Fund · ₹47,465 Cr · ER 0.87%5Y 13.5%
- Invesco India Contra FundInvesco Mutual Fund · ₹20,132 Cr · ER 0.76%5Y 11.8%
- Kotak Contra FundKotak Mahindra Mutual Fund · ₹5,428 Cr · ER 0.80%5Y 12.6%
- Bandhan Contra FundBandhan Mutual Fund · ₹635 Cr · ER 2.35%