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Motilal Oswal Contra Fund - Regular - IDCW
★★★★★ monitor_heart Health Score: 84/100 · ExcellentMotilal Oswal Mutual Fund · Equity · Thematic
₹10.36
AUM: ₹5,181 Cr
NAV updated 11 days ago
Plan
Regular
Option
Idcw
Risk
Very High
Expense Ratio
0.57%
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
—
Std Dev (1Y)
—
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+2.19%
3m
+9.09%
6m
+19.22%
1y
+10.15%
3y
—
5y
—
10y
—
since inception
+5.78%
rate_review TopFund's Take on Motilal Oswal Contra Fund - Regular - IDCW
Motilal Oswal Contra Fund - Regular - IDCW ranks among the stronger performers in the Thematic category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 84/100.
Cost: At 0.57%, the expense ratio is meaningfully cheaper — about 47% below the Thematic category average of 1.08% (based on 665 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.
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.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal Contra Fund - Regular - IDCW
The current NAV (Net Asset Value) of Motilal Oswal Contra Fund - Regular - IDCW is ₹10.36. NAV is updated every business day after market close by AMFI.
1Y: 10.15%
The expense ratio is 0.57% per annum — the annual fee deducted from your investment to cover fund management costs.
Motilal Oswal Contra Fund - Regular - IDCW is managed by Swapnil P Mayekar at Motilal Oswal Mutual Fund.
Motilal Oswal Contra Fund - Regular - IDCW is a Very High risk fund. Suitable for aggressive investors with a 5+ year horizon.
Motilal Oswal Contra Fund - Regular - IDCW is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Motilal Oswal Contra Fund - Regular - IDCW is ₹5,182 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.