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Benchmark Investments

Motilal Oswal Contra Fund-Reg(G)

very highequity
10.38 -0.06(-0.58%) NAV as on 19 Aug 2026
-1.15 % 1 M
NA 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

4.40

As on 31 Jul, 2026
Age :

0 yrs 2 m

Since 29 05 ,2026
Exit Load :

1%

AUM :

373.67 Crs

Portfolio Price To Book Value :

9.4

Investing Style :

Large Growth

Min. Investment :

SIP 500 & Lumpsum 500

Category :

contra

Fund Manager :

Ankit Agarwal,Varun Sharma,Bhalchandra Shinde

Launch Date :

29-May-26

Scheme Benchmark :

NA

FUND OBJECTIVE

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments through contrarian strategy. However, there is no assurance that the investment objective of the scheme will be realized.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Jul 31 ,2026
Others 8.58 %
Equity 91.42 %

TOP HOLDINGS

ICICI Bank Ltd.5.57 %
Sun Pharmaceutical Industries...5.35 %
Asian Paints Ltd.4.65 %
Solar Industries India Ltd.4.57 %
Godrej Consumer Products Ltd.4.36 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private10.71
Auto Ancillary10.40
Chemicals8.82
Electric Equipment8.75
Pharmaceuticals & Drugs5.35
See All Sectors

5-YEARS HISTORY

No Data Found

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
No Data Found

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Motilal Oswal Contra Fund-Reg(G)Very HighEquity10.38-0.06(-0.58%)NAV As on 20 Aug, 202629-May-2026Inception Date373.67AUM In Cr.NA%1YNA%3YNA%5Y3.76%Since Inception
Kotak Contra Fund-Reg(G)Very HighEquity154.61-0.75(-0.48%)NAV As on 20 Aug, 202627-Jul-2005Inception Date5,449.89AUM In Cr.2.55%1Y16.16%3Y14.26%5Y13.87%Since Inception
Invesco India Contra Fund-Reg(G)Very HighEquity137.341.08(0.79%)NAV As on 20 Aug, 202611-Apr-2007Inception Date20,100.50AUM In Cr.1.04%1Y15.89%3Y13.87%5Y14.48%Since Inception
SBI Contra Fund-Reg(G)Very HighEquity377.23-0.68(-0.18%)NAV As on 20 Aug, 202605-Jul-1999Inception Date48,266.35AUM In Cr.-0.94%1Y12.28%3Y15.90%5Y18.29%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

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