myplexus

NFO Monitor

Fund Fact

Name of Funds:

Motilal Oswal Contra

Opening:

8th May 2026

Closing:

22nd June 2026

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% if redeemed/switched out within 365 days

Fund Stats

Objective:

The primary objective of the Motilal Oswal Contra Fund is to achieve long-term capital appreciation. It seeks to accomplish this by predominantly investing in equity and equity-related instruments using a contrarian investment strategy

Benchmark:

NIFTY 500

Fund Manager:

Ankit Agarwal, Varun Sharma, Bhalchandra Shinde, Rakesh Shetty, Swapnil Mayekar

Asset Allocation

65-100% Equity upto 30% Debt and Money Market

upto 10% Others Nil NIL

Comparable existing schemes

Invesco India Contra	-7.85%(6M)	-3.64%(1Y)
SBI Contra	-6.74(6M)	-2.22(1Y)

Fund Prognosis

Idea Distiller

Nobody has been talking about this category for a while. So whatever else this makes for a great starting block.

Fund House AAUM:
1,40,60,196.90(in Lakhs)
Fund Manager:
Combined experience of above 15 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

A true Contra is a difficult seek. Finding opportunities within this limit makes it even more difficult.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028