MFDirect · Growth

Motilal Oswal Contra Fund - Growth - Direct Plan

equityEquity - Contra FundBenchmark: NIFTY 500 - TRI
NAV · 15 Sep 2026₹10.57-3.04%
AUM₹446 Crfrom this fund's primary plan
Expense Ratio2.34%
CAGR
Exit Load1% on or before 365D, Nil after 365D
Min SIP₹500from this fund's primary plan
Launched2026

Investment 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.

Fund Mandate

Debt and Money Market instruments (including cash and cash equivalents)0%–20%
Equity & Equity related instruments of Other than above companies0%–20%
Equity and Equity related instruments of companies which fit into the contrarian investment theme (including derivatives)80%–100%
Liquid and Debt Schemes of MF0%–5%
Units of InvITS0%–10%
Fund Managers
AA
Ankit Agarwal
Fund Manager
Key Information
2.34%
₹500from this fund's primary plan
₹500
1% on or before 365D, Nil after 365D
Nil
Inception29 May 2026
AMC
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturnsCategory avg
1 Day-3.04%
1 Week-2.42%-2.43%
1 Month+0.13%-3.08%
3 Months+5.22%+0.88%
+5.68%+9.83%

Category avg is the average return of every scheme in this fund's SEBI class (Equity - Contra Fund) over the same period. Returns up to 1 year are absolute; returns beyond 1 year are annualised (CAGR). This is Accord's own stated convention for equity-oriented schemes.

Risk Metrics

Risk metrics are not available for this fund.

Fees
2.34%
1% on or before 365D, Nil after 365D
Nil
₹500from this fund's primary plan
₹500
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme