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Motilal Oswal Contra Fund - Direct – Growth

Motilal Oswal · Value/Contra
High
₹10.30
Current NAV
25 Jun 2026
17.7%
1Y Return
16.7%
3Y CAGR
18.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.57%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.27).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.27
Sharpe Ratio
1.17
Beta
1.77
Alpha
1.61
Sortino
Fund Details
Fund House Motilal Oswal
Category Value/Contra
AUM ₹8320 Cr
Expense Ratio 0.57%
Min SIP ₹500
Min Lumpsum ₹1000
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