Motilal Oswal Contra Fund
Get the latest NAV of Motilal Oswal Contra Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.20
▲0.5%1D
NAV as on 17 Jun 2026
0.97%/per year
Since Inception
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440 people have invested ₹ 70.7L in Motilal Oswal Contra Fund in the last three months
Motilal Oswal Contra Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (17-Jun-26)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Motilal Oswal Contra Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Contra Fund Asset Allocation
See fund asset allocation details as on (14-Jun-26)
Fund Distribution
as on (14-Jun-26)
Motilal Oswal Contra Fund Sector Allocation
See fund sector allocation details as on (14-Jun-26)
Sector Allocation
Motilal Oswal Contra Fund Holdings Details
as on (31-May-26)
Motilal Oswal Contra Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.81% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹267 Cr |
| Inception Date | 29 May, 2026 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About Motilal Oswal Contra Fund
Motilal Oswal Contra Fund is an equity fund. This fund was started on 29 May, 2026. The fund is managed by Bhalchandra Shinde, Ankit Agarwal, Varun Sharma, Swapnil Mayekar, Rakesh Shetty. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Contra Fund has ₹267 Cr worth of assets under management (AUM) as on Jun 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Motilal Oswal Contra Fund has given a CAGR return of 0.97% since inception.
Holdings
Motilal Oswal Contra Fund has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Tech, Basic Materials, Consumer Cyclical, Health, Consumer Defensive, Utilities, Energy. Its top holdings are Sun Pharmaceuticals Industries Ltd, Tech Mahindra Ltd, Garware Hi-Tech Films Ltd, Polycab India Ltd, Hexaware Technologies Ltd Ordinary Shares
Taxation
As it is a contra mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Motilal Oswal Contra Fund
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments through contrarian strategy. However, there is no assurance that the investment objective of the scheme will be realized.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Contra Fund has no lock in period.
Fund Manager
Bhalchandra Shinde
Fund Manager of Motilal Oswal Contra Fund, since 29 May 2026
Ankit Agarwal
Fund Manager of Motilal Oswal Contra Fund, since 29 May 2026
Varun Sharma
Fund Manager of Motilal Oswal Contra Fund, since 29 May 2026
Swapnil Mayekar
Fund Manager of Motilal Oswal Contra Fund, since 29 May 2026
Rakesh Shetty
Fund Manager of Motilal Oswal Contra Fund, since 29 May 2026
Frequently Asked Questions for Motilal Oswal Contra Fund
How do I invest in Motilal Oswal Contra Fund?
- Download the INDmoney app.
- Search for ‘Motilal Oswal Contra Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.