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

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

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

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

Motilal Oswal Contra Fund Direct IDCW

Motilal Oswal Mutual Fund

Expense Ratio: -

Risk: -

Equity Scheme - Contra Fund

Plan: Direct

Benchmark: -

Inception: 08-05-2026

Exit Load: Nil

Fund Size:-

Performance

FundN/A

Cat. Avg.2.00%

FundN/A

Cat. Avg.3.08%

FundN/A

Cat. Avg.17.13%

FundN/A

Cat. Avg.16.74%

10Y

FundN/A

Cat. Avg.16.95%

Fund5.78%

Cat. Avg.13.31%

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

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Jun, 26	10000	10291	+2.9%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	04 Jun, 26	1 L.	1.06 L.	+5.8%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (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

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹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.