Motilal Oswal Contra Fund - Regular – Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +7.42% | +7.88% | -0.46% |
| 3 Months | +4.55% | +0.93% | +3.62% |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +10.96% | +0.75% | +10.21% |
Risk Profile & Deepest Drawdowns
Portfolio & Asset Allocation
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 452 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as small relative to Contra schemes.
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Contra Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Invesco India Contra Fund | 4.9 | +14.90% | 1.83% | 103.0% | Rs 20,903 cr | Compare → |
| Kotak Contra Fund | 4.7 | +13.98% | 2.01% | 102.5% | Rs 5,457 cr | Compare → |
| SBI CONTRA FUND | 4.9 | +11.04% | 1.60% | 89.2% | Rs 47,655 cr | Compare → |
Frequently Asked Questions about Motilal Oswal Contra Fund
What is the expense ratio of Motilal Oswal Contra Fund?
The expense ratio for Motilal Oswal Contra Fund is currently not reported.
Who manages Motilal Oswal Contra Fund?
Manager tenure details are not reported.
What are the historical returns of Motilal Oswal Contra Fund?
Motilal Oswal Contra Fund has a 1-year return of -.
How large is Motilal Oswal Contra Fund?
Motilal Oswal Contra Fund manages assets of Rs 452 cr, placing it in the 'small' size band relative to Contra peers.
How is Motilal Oswal Contra Fund scored on MFIQ?
Motilal Oswal Contra Fund has insufficient history to receive a composite MFIQ score.
How risky is Motilal Oswal Contra Fund?
Motilal Oswal Contra Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is - with a maximum historical drawdown of -9.12%.