How to check the XIRR of Motilal Oswal Contra Fund - Regular - IDCW?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Contra Fund - Regular - IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Motilal Oswal Contra Fund - Regular - IDCW?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Contra Fund - Regular - IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal Contra Fund - Regular - IDCW

Motilal Oswal Mutual Fund

Expense Ratio: -

Risk: -

Equity Scheme - Contra Fund

Plan: Regular

Benchmark: -

Inception: 08-05-2026

Exit Load: Nil

Fund Size:₹315.79 Cr

Performance

FundN/A

Cat. Avg.-6.39%

FundN/A

Cat. Avg.-3.46%

FundN/A

Cat. Avg.10.91%

FundN/A

Cat. Avg.10.94%

10Y

FundN/A

Cat. Avg.14.03%

Fund2.86%

Cat. Avg.10.30%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Triparty Repo	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	26.90	8.52%
2	VA Tech Wabag Limited	Equity	Listed	Small Cap	Other Utilities	18.30	5.79%
3	ICICI Bank Limited	Equity	Listed	Large Cap	Banks	17.69	5.60%
4	Schneider Electric Infrastructure Limited	Equity	Listed	Small Cap	Electrical Equipment	16.15	5.12%
5	Sun Pharmaceutical Industries Limited	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	15.76	4.99%
6	HDFC Asset Management Company Limited	Equity	Listed	Large Cap	Capital Markets	15.58	4.94%
7	ABB India Limited	Equity	Listed	Large Cap	Electrical Equipment	15.15	4.80%
8	Solar Industries India Limited	Equity	Listed	Large Cap	Chemicals & Petrochemicals	14.13	4.47%
9	PNB Housing Finance Limited	Equity	Listed	Small Cap	Finance	12.74	4.03%
10	Power Grid Corporation of India Limited	Equity	Listed	Large Cap	Power	12.15	3.85%

Similar Funds

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NAV / Fund Size

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Incep: 01-01-2005

Aggressive Hybrid FundVery High RiskHybrid

4.51%

9.15%

13.55%

11.23%

11.90%

Fund Details

SBI Equity Hybrid Fund - Regular Plan -Growth

NAV / Fund Size₹309.58₹83,065.48 Cr

Aggressive Hybrid FundVery High RiskHybrid

4.51%

9.15%

13.55%

11.23%

11.90%

Tata Small Cap Fund-Regular Plan-Growth

TATA Mutual Fund

Expense Ratio: 1.68

NAV / Fund Size

₹35.47₹11,355.70 Cr

Incep: 19-10-2018

Small Cap FundVery High RiskEquity

-8.81%

-0.56%

11.75%

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Fund Details

Tata Small Cap Fund-Regular Plan-Growth

NAV / Fund Size₹35.47₹11,355.70 Cr

Small Cap FundVery High RiskEquity

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Motilal Oswal Liquid Fund - Unclaimed Redemption - Upto 3 Years

Motilal Oswal Mutual Fund

Expense Ratio: 0.37

NAV / Fund Size

₹14.02₹1,155.21 Cr

Incep: 11-12-2018

Liquid FundLow to Moderate RiskDebt

5.92%

6.40%

6.60%

5.80%

5.19%

Fund Details

Motilal Oswal Liquid Fund - Unclaimed Redemption - Upto 3 Years

NAV / Fund Size₹14.02₹1,155.21 Cr

Liquid FundLow to Moderate RiskDebt

5.92%

6.40%

6.60%

5.80%

5.19%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Jun, 26	25000	24592	-1.6%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	04 Jun, 26	1 L.	1.03 L.	+2.9%	N/A

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.