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Fund Summary
Motilal Oswal Contra Fund (G)
[Equity: Contra]  
 
Fund Details
Fund Type Growth Launch Date 29-May-26
Corpus(Cr.) 407.00 Latest NAV 10.227 As on 29-10-2026
Equity(%) 93.65 52 Week High 10.8476
Debt(%) 6.35 52 Week Low 9.7997
Others(%) 0.00 Exit Load 1% for redemption within 365 days
Minimum Investment - Availability
Entry Load Nil Expense Ratio(%) 0.00
Scheme Benchmark NIFTY 500 TRI Broader Benchmark NSE - Nifty 50 TRI
Fund Manager Ankit Agarwal
 
Riskometer
Investors understand that their principal will be at Very High risk
 
Scheme Objective
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments through contrarian strategy.

Portfolio Classification
 
Asset Mix
 
Concentration Analysis
Top 5 Holdings 26.98%
Top 10 Holdings 45.82%
Top 25 Holdings 82.19%
 
Sector Analysis
Sector/Ratings Net Asset(%)
Banking & Financial 24.37
Automobile 14.4
Pharma & Biotech 9.68
Software & Services 7.8
Electricals 7.37
Industrial Products 6.5
Finance & Investments 6.39
Cash 6.35
Chemicals 5.63
Consumer Durables 4.57
Retail 3.09
Miscellaneous 2.58
Communication 1.27
 
 
 
 
 
Portfolio Metrics
PB Ratio 4.60
PE Ratio 36.10
 
Top 25 Holdings
Holdings Net Asset(%)
Triparty Repo 5.99
Solar Industries India Limited 5.63
ICICI Bank Ltd. 5.39
ABB India Limited 5.21
Bosch Ltd 4.76
Divis Laboratories Ltd. 4.65
HDFC Bank Ltd. 3.86
UNO Minda Limited 3.69
ESDS Software Solution Limited 3.55
Meesho Limited 3.09
Kotak Mahindra Bank Ltd. 3.05
RBL Bank Limited 2.90
GARWARE HI-TECH FILMS LIMITED 2.86
Samvardhana Motherson International Limited 2.81
Titan Company Limited 2.67
VA Tech Wabag Limited 2.58
Mankind Pharma Limited 2.57
Torrent Pharmaceuticals Ltd. 2.46
Tech Mahindra Limited 2.25
SCHNEIDER ELECTRIC INFRASTRUCTURE LIMITED 2.16
Tempsens Instruments (India) Limited 2.06
Anand Rathi Wealth Limited 2.01
Shriram Finance Limited 2.01
Persistent Systems Limited 2.00
Bajaj Finance Limited 1.98

Performance Analysis
 
Short Terms Returns
1 Month 3 Month 6 Month 1 Year
-0.36% -1.94% 0.00% 0.00%
 
Broader Market Benchmark [NSE - Nifty 50 TRI]
1.01% -5.23% -4.33% -11.05%
 
Scheme Benchmark [NSE - Nifty 500 TRI]
-0.68% -5.86% -3.43% -7.59%
 
Long term Returns
2 Year 3 Year 5 Year 10 Year
0.00% 0.00% 0.00% 0.00%
 
 
-2.07% 7.60% 6.59% 11.58%
 
 
-0.95% 10.39% 8.85% 12.54%
 
Cumulative Performance of Last 5 Years
 
Calendar Year Returns

Risk Analysis
 
Absolute Metrics (Single Computation - last 3 years)
Scheme Name Standard Deviation Sharpe Ratio Downside Deviation Downside Probability Sortino Ratio
 
Benchmark Relative Metrics (Single Computation - last 3 years)
Scheme Name Alpha Beta Treynor Ratio Tracking Error Information Ratio
 
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