Motilal Oswal Contra Fund
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments through contrarian strategy.
Growthvine rating: 2/5 — ranked #4 of 4 in category.
Fund basics
| Category | Equity: Contra |
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| NAV | ₹10.19 (as of 2026-10-01) |
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| AUM | ₹374 Cr |
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| Expense ratio | 2.10% |
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| Riskometer | Very High |
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| Fund manager | Ankit Agarwal |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −6.04% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 36.5% |
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| Mid cap | 20.3% |
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| Small cap | 43.2% |
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Concentration
| Top 5 holdings | 22.8% |
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| Top 10 holdings | 40.4% |
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| Total holdings | 38 |
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| Index overlap | 12.7% |
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| Active share | 87.3% |
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Top holdings
- Net Receivables / (Payables) — 9.0%
- ABB India Limited — 5.4%
- Solar Industries India Limited — 4.6%
- Bosch Ltd — 4.6%
- Dixon Technologies (India) Limited — 4.1%
- Tempsens Instruments (India) Limited — 4.0%
- PNB Housing Finance Limited — 4.0%
- Bajaj Finance Limited — 4.0%
- UNO Minda Limited — 3.7%
- SCHNEIDER ELECTRIC INFRASTRUCTURE LIMITED — 3.1%
Top sectors
- Finance & Investments — 15.1%
- Automobile — 13.1%
- Cash — 10.9%
Calendar-year track record
No calendar-year history.