Sharpe ratio
1.46Return earned for the risk taken.
Good
Good risk-adjusted returns. The fund has delivered strong returns for its level of risk.
—1Y Absolute Return
-0.36%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Motilal Oswal Contra Fund - Direct GrowthFund since-launch annualised return · 5Y history unavailable | ₹15,61,716 | ₹7,32,612 | ₹8,29,104 | +28.93% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.29
₹1 Lakh since launch₹1.29 Lakh
Fund age0.4 yrs
Fund information
Scheme code154337
ISININF247L01GW6
BenchmarkNIFTY 500 TRI
CategoryEquity Scheme - Contra Fund
Expense ratio2.74%
Exit loadExit load of 1%, if redeemed within 365 days.
Minimum SIP₹500 SIP
Return comparison
| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +120.79% | — | — |
| 3M | +23.75% | — | — |
| Since Launch | +28.93% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
2.16Return earned while limiting downside risk.
Excellent
Excellent downside risk-adjusted returns. The fund has managed downside risk very effectively.
Standard deviation
13.67%How much the fund’s returns fluctuate over time.
Moderate volatility
Returns can move up and down noticeably.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
3.23How well the fund rewarded investors relative to its biggest decline.
Excellent
Excellent balance between returns and drawdowns.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity90.18%
Cash9.82%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 32 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Reverse Repo/CBLO | Unspecified | Reverse Repo/CBLO | 8.5183% |
| VA Tech Wabag Ltd | Energy & Utilities | Equity | 5.7942% |
| ICICI Bank Ltd | Financial | Equity | 5.6005% |
| Schneider Electric Infrastructure Ltd | Energy & Utilities | Equity | 5.1152% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 4.9903% |
| HDFC Asset Management Company Ltd | Financial | Equity | 4.935% |
| ABB India Ltd | Industrials | Equity | 4.7969% |
| Solar Industries India Ltd | Materials | Equity | 4.4734% |
| PNB Housing Finance Ltd | Financial | Equity | 4.0334% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 3.8464% |
Fund management
SW
Swapnil P Mayekar
Since 2026 · Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
RA
Rakesh Shetty
Since 2026 · Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Mr. Shetty has done B.Com
AN
Ankit Agarwal
Since 2026 · Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..
Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
VA
Varun Sharma
Since 2026 · Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
BH
Bhalchandra Shinde
Since 2026 · Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
Mr. Shinde has done M.M.S Finance & B.E. Mechanical
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Summary
A very high-risk equity scheme - contra fund. Losses and swings stayed contained — worst fall -8.9%, volatility 13.7%.
Strengths
- Losses and swings stayed contained — worst fall -8.9%, volatility 13.7%.
- Recovered from its worst fall in 1 months.
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 13.7% volatility.
Risk drivers
- None