evenfolio
Motilal Oswal Mutual FundContraRegular plan, growth

Motilal Oswal Contra Fund

NAV
₹10.85
11 Sept 2026
AUM (₹ Cr)
99
Average, April - June 2026
Expense ratio
3.94%
Regular 3.94%
Risk
Very High
SEBI riskometer
3Y CAGR
Category 13.1%
5Y CAGR
Category 14.4%
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Motilal Oswal Contra Fund

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
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
Fund+3.0%+9.4%+9.1%
Nifty 500 TRI
Contra average-1.2%4.1%7.1%-3.8%-0.1%13.1%14.4%15.7%11.3%
Difference

Portfolio

Fund details

Fund house
Motilal Oswal Mutual Fund
Category
Equity · Contra
SEBI classification
Equity / Contra
Benchmark
Nifty 500 TRI
Launch date
4 Jun 2026 (0.3 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
9 Sept 2026
AUM period
April - June 2026
ISIN, Regular Growth
INF247L01GZ9
Scheme code
154338

NAV and returns as of 11 Sept 2026; returns are for the regular plan, growth option, before entry or exit costs. Not investment advice.

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