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.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Contra | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -3.39% | -2.58% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.26% |
| Category returns | -3.28% | -4.39% | -2.73% | -6.48% | -6.7% | -3.51% | 10.87% | 13.44% | 10.91% | 13.95% | N/A |
| Absolute returns | -3.39% | -2.58% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.26% |
| Rank within category | 4/5 | 1/4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Contra | 2026 |
|---|---|
| Yearly returns | N/A |
| Q1 returns | N/A |
| Q2 returns | N/A |
| Q3 returns | 0.06% |
| Q4 returns | -0.82% |
1% on or before 365D, Nil after 365D
| Alpha | 0.792797 |
| Beta | 0.6136 |
| Sharpe Ratio | 0.073793 |
| Sortino Ratio | 0.141001 |
| R-Squared | 0.4428 |
| Tracking Error | 2.4008 |
| Downside Risk | 4.5597 |
| Std. Deviation (Annualised) | 9.7611 |
| Contra | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund - Regular Plan - Growth | -3.28% | -3.6% | -0.9% | -5.07% | -6.77% | 12.07% | 9.87% | 13.74% | 13.97% | 19,248.30 | 1.87 | 0.13 | Very High |
| Kotak Contra Fund - Regular Plan - Growth | -4.53% | -6.44% | -3.3% | -6.62% | -6.48% | 11.84% | 10.72% | 14.12% | 13.4% | 5,196.35 | 2.03 | 0.14 | Very High |
| SBI Contra Fund - Regular Plan - IDCW | -2.87% | -4.93% | -3.99% | -7.74% | -6.86% | 8.69% | 12.14% | 14% | 17.99% | 45,067.50 | 1.63 | 0.08 | Very High |
| Motilal Oswal Contra Fund - Regular Plan - Growth Current | -3.39% | -2.58% | 0% | 0% | N/A | N/A | N/A | N/A | 2.26% | 407.32 | 3.94 | 0.09 | Very High |
| Bandhan Contra Fund - Regular Plan - Growth | -2.31% | 0% | 0% | 0% | N/A | N/A | N/A | N/A | -4.38% | 1,711.91 | N/A | -2.76 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Triparty Repo | Cash & Cash Equivalents and Net Assets | 5.99% | |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 5.63% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 5.39% |
| ABB India Ltd. | Electrical Equipment | Domestic Equities | 5.21% |
| Bosch Ltd. | Auto Components | Domestic Equities | 4.76% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 4.65% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 3.86% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 3.69% |
| ESDS Software Solution Ltd. | IT - Services | Domestic Equities | 3.55% |
| Meesho Ltd. | Retailing | Domestic Equities | 3.09% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 3.05% |
| RBL Bank Ltd. | Banks | Domestic Equities | 2.90% |
| Garware Hi-Tech Films Ltd. | Industrial Products | Domestic Equities | 2.86% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 2.81% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 2.67% |
| VA Tech Wabag Ltd. | Other Utilities | Domestic Equities | 2.58% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.57% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.46% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 2.25% |
| Schneider Electric Infrastructure Ltd. | Electrical Equipment | Domestic Equities | 2.16% |
| Tempsens Instruments (India) Ltd. | Industrial Manufacturing | Domestic Equities | 2.06% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 2.01% |
| Anand Rathi Wealth Ltd. | Capital Markets | Domestic Equities | 2.01% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 2.00% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.98% |
| State Bank Of India | Banks | Domestic Equities | 1.94% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 1.91% |
| PG Electroplast Ltd. | Consumer Durables | Domestic Equities | 1.90% |
| BSE Ltd. | Capital Markets | Domestic Equities | 1.72% |
| Asahi India Glass Ltd. | Auto Components | Domestic Equities | 1.67% |
| KFin Technologies Ltd. | Capital Markets | Domestic Equities | 1.59% |
| Lumino Industries Ltd. | Industrial Products | Domestic Equities | 1.58% |
| JIO Financial Services Ltd. | Finance | Domestic Equities | 1.57% |
| OLA Electric Mobility Ltd. | Automobiles | Domestic Equities | 1.47% |
| eClerx Services Ltd. | Commercial Services & Supplies | Domestic Equities | 1.27% |
| OnEMI Technology Solutions Ltd. | Finance | Domestic Equities | 0.83% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 0.36% | |
| Total | 100.00% | ||
Mr. Varun Sharma has an impressive career with over 15 years of extensive experience in Investment Management.Mr. Sharma’s professional journey includes significant tenures at esteemed organizations such as ICICI Securities and Franklin Templeton Asset Management Company. Prior to his current role at MOAMC, Mr. Sharma dedicated more than a decade of his expertise to Franklin Templeton, where he excelled as a Fund Manager.
Mr. Ankit Agarwal has an impressive career with over 20 years of investment experience across asset management, portfolio management, equity research, and capital markets. Mr. Agarwal was engaged with UTI AMC, where hegained extensive experience in equity research across healthcare, telecom, technology and midcap sectors. He alsocontributed to Barclays Wealth, providing investment research and insights tailored for highnet-worth clients. Mr. Agarwal’s professional journey includes global exposure through roles at Lehman Brothers (London), BNP Paribas(Hong Kong) and D. E. Shaw (Proprietary trading systems).
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, 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. Bhalchandra Shinde boasts over 13 years of extensive experience in Equity Research. Mr. Shinde's professional journey has been marked by his expertise and significant contributions to the field. Prior to his current role at MOAMC, he dedicated three years to Kotak Mahindra Life Insurance as an Investment Analyst, overseeing research across sectors such as Auto, Oil and Gas, and Real Estate. He has also been associated with Max Life Insurance and Centrum Broking.
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