Home› Funds› Motilal Oswal Contra Fund - Regular – Growth

Motilal Oswal Contra Fund - Regular – Growth

Motilal Oswal · Value/Contra
High
₹10.40
Current NAV
03 Nov 2026
26.6%
1Y Return
10.6%
3Y CAGR
16.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.66).
  • Very large asset base (AUM: ₹17,210 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.66
Sharpe Ratio
1.46
Beta
3.66
Alpha
0.83
Sortino
Fund Details
Fund House Motilal Oswal
Category Value/Contra
AUM ₹17210 Cr
Expense Ratio 1.46%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Value/Contra
ICICI Prudential Value Fund - Series 19 - Direct Plan - Cumulative Option
ICICI Prudential
₹14.94 61.2%
ICICI Prudential Value Fund - Series 19 - Direct Plan - IDCW Option
ICICI Prudential
₹14.94 61.2%
ICICI Prudential Value Fund - Series 18 - Direct Plan - IDCW Option
ICICI Prudential
₹14.87 60.4%
ICICI Prudential Value Fund - Series 19 - Cumulative Option
ICICI Prudential
₹14.45 60.4%