Motilal Oswal Contra Fund
Motilal Oswal Mutual Fund · Contra · Regular plan, growth option
NAV (₹), 1 Oct 2026
10.1920
1-day change
-1.15%
1Y return
n/a
3Y CAGR
n/a
5Y CAGR
n/a
Max drawdown, 5Y
n/a
NAV history month-end NAV, ₹ · 4 Jun 2026 to 1 Oct 2026
Returns vs Contra median (5 schemes)
| Period | Scheme | Category median |
|---|---|---|
| 1 month | -2.9% | -5.4% |
| 3 months | -2.0% | -3.9% |
| 6 months | n/a | 4.8% |
| Year to date | n/a | -7.7% |
| 1 year | n/a | -4.4% |
| 3 years (CAGR) | n/a | 11.5% |
| 5 years (CAGR) | n/a | 11.8% |
| 7 years (CAGR) | n/a | 15.7% |
| 10 years (CAGR) | n/a | 14.1% |
| Since first NAV (CAGR) | 2.5% | – |
Rolling returns every business-day start date
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | n/a | 11.7% |
| 3Y rolling median | n/a | 14.3% |
| 3Y rolling worst | n/a | -7.1% |
| 3Y periods positive | n/a | 97% |
| 3Y periods ahead of benchmark | n/a | 95% |
| 5Y rolling median | n/a | 14.1% |
| 5Y rolling worst | n/a | -0.4% |
| 5Y periods ahead of benchmark | n/a | 100% |
Benchmark: Nifty 500 (proxy: Motilal Oswal Nifty 500 Index Fund, price return).
Risk 36 months, monthly returns, Rf 6.5%
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | n/a | 16.0% |
| Sharpe ratio | n/a | 0.39 |
| Sortino ratio | n/a | 0.56 |
| Beta | n/a | 1.01 |
| Alpha (ann.) | n/a | 2.9% |
| Upside capture | n/a | 111.76 |
| Downside capture | n/a | 98.62 |
Drawdowns peak-to-trough falls in NAV
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −6.0% | −58.3% |
| Maximum drawdown, last 10Y | n/a | −38.0% |
| Maximum drawdown, last 5Y | n/a | −19.0% |
| Current drawdown | −6.0% | −9.7% |
| Recovery time of worst fall | n/a | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
Recent disclosure changes last 120 days, as disclosed via AMFI
- 1 Oct 2026: TER reduced from 3.94% to 3.85% (AMFI TER disclosure)
- 3 Sep 2026: TER reduced from 4.03% to 3.94% (AMFI TER disclosure)
Fund managers and scheme facts Scheme Summary Document via AMFI
Objective: 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 application: Rs. 500/- and in multiples of Re. 1/- thereafter.
Allotment date: 8 May 2026
Documents: Scheme Information Document · Scheme Summary Document. Read the scheme documents before investing.
Cost, size and riskometer as disclosed to AMFI
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Regular plan | 3.85% | 2.03% |
| AUM, whole scheme (₹ crore) | 407 | 12,347 |
| Riskometer | Very High | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 30 Sep 2026.
Official benchmark and category consistency
| Measure | Scheme | Benchmark / category |
|---|
Official benchmark: Nifty 500 TRI (total return index, as published by AMFI). Category consistency: last 10 years of month-ends, Contra Regular plans; how it is calculated.
Scheme facts
Category: Contra
Plan / option: Regular · Growth
AMFI scheme code: 154338
ISIN: INF247L01GZ9
First NAV in MFIC data: 4 Jun 2026
History: 0.3 years
Portfolio holdings: see the scheme's monthly portfolio disclosure on the fund house website
Questions about Motilal Oswal Contra Fund
- What is the latest NAV of Motilal Oswal Contra Fund?
- The NAV of the Regular plan (growth option) was ₹10.1920 on 1 Oct 2026, as published by AMFI.
- Which category is Motilal Oswal Contra Fund in?
- It is classified as Contra in AMFI's daily NAV file. MFIC compares it with 5 Contra schemes (Regular plans).
- What was the largest fall in Motilal Oswal Contra Fund's NAV?
- The largest peak-to-trough fall in its available history was 6.0%.
- What is the expense ratio (TER) of Motilal Oswal Contra Fund?
- The total expense ratio of the Regular plan is 3.85% a year, as disclosed to AMFI (median of Contra Regular plans: 2.03%). It is already deducted from the NAV, so every return shown is after expenses.
- How large is Motilal Oswal Contra Fund?
- Assets under management of the whole scheme were ₹407 crore on 30 Sep 2026, as published by AMFI.
- What is the riskometer level of Motilal Oswal Contra Fund?
- AMFI lists the scheme's riskometer as “Very High”, and its benchmark's as “Very High”. The riskometer is a label of potential risk set under SEBI rules, not a forecast.
- What is the minimum investment in Motilal Oswal Contra Fund?
- The minimum application amount is Rs. 500/- and in multiples of Re. 1/- thereafter..
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Data & disclosure. Source: AMFI daily NAV file and historical NAVs via mfapi.in; calculations by MFIC, as of 1 Oct 2026. Category medians use Regular plans in the same AMFI category. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation to buy, sell or hold any scheme. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155). Methodology.