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Motilal Oswal Contra Fund - Regular Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 85/100 · Excellent
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)—
- Expense ratio (20%)0.55%
- AUM (15%)₹5,529 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Motilal Oswal Mutual Fund · Equity · Thematic
₹12.75
AUM: ₹5,528 Cr
NAV updated 15 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
0.55%
Exit Load
Exit load of 1%, if redeemed within 15 days.
Fund Manager
Swapnil P Mayekar
Inception
Jul 2024
Benchmark
Nifty India Defence Total Return Index
Sharpe Ratio
2.77
Std Dev (1Y)
10.98%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+1.41%
3m
+10.51%
6m
+17.63%
1y
+26.23%
3y
—
5y
—
10y
—
since inception
+9.11%
TopFund's Take on Motilal Oswal Contra Fund - Regular Growth
Motilal Oswal Contra Fund - Regular Growth ranks among the stronger performers in the Thematic category, backed by a 4-star rating. Recent 1-year performance has been notably strong, though momentum like this doesn't always hold over longer periods. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 85/100.
Cost: At 0.55%, the expense ratio is meaningfully cheaper — about 44% below the Thematic category average of 0.99% (based on 873 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 2.77 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 10.98% is on the lower side for a Thematic fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal Contra Fund - Regular Growth
The current NAV (Net Asset Value) of Motilal Oswal Contra Fund - Regular Growth is ₹12.75. NAV is updated every business day after market close by AMFI.
1Y: 26.23%
The expense ratio of Motilal Oswal Contra Fund - Regular Growth is 0.55% per annum. This is the annual fee charged by the fund to manage your investment.
Motilal Oswal Contra Fund - Regular Growth is managed by Swapnil P Mayekar at Motilal Oswal Mutual Fund.
Motilal Oswal Contra Fund - Regular Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Motilal Oswal Contra Fund - Regular Growth is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Motilal Oswal Contra Fund - Regular Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Motilal Oswal Contra Fund - Regular Growth is ₹5,529 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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