info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Motilal Oswal Mutual Fund

Motilal Oswal Contra Fund - Regular - IDCW

★★★★ monitor_heart Health Score: 84/100 · Excellent

Motilal Oswal Mutual Fund · Equity · Thematic

₹10.36

-0.03 (-0.28%) trending_down

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

Equity 100.07%
Reverse Repo/CBLO 0.59%

Frequently Asked Questions about Motilal Oswal Contra Fund - Regular - IDCW

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

1