Motilal Oswal Contra Fund
Former names in the AMC's files: Motilal Oswal Contra Fund
Stocks held by month, last 12 months collected. Source: Motilal Oswal Mutual Fund monthly portfolios.
| Stock | Change | Shares before | Shares now | Difference | Value |
|---|---|---|---|---|---|
| TEMPSENS | New | — | 3.19 lakh | +3.19 lakh | ₹18.0 cr |
| MEESHO | New | — | 4.61 lakh | +4.61 lakh | ₹9.5 cr |
| BLUEJET | New | — | 1.62 lakh | +1.62 lakh | ₹9.4 cr |
| SHRIRAMFIN | New | — | 83,316 | +83,316 | ₹9.2 cr |
| PGEL | New | — | 1.57 lakh | +1.57 lakh | ₹9.1 cr |
| DIVISLAB | New | — | 9,579 | +9,579 | ₹9.1 cr |
| CHOLAFIN | New | — | 48,689 | +48,689 | ₹9.0 cr |
| PERSISTENT | New | — | 15,462 | +15,462 | ₹8.7 cr |
| ANANDRATHI | New | — | 34,923 | +34,923 | ₹7.7 cr |
| TITAN | New | — | 14,885 | +14,885 | ₹7.6 cr |
| KFINTECH | New | — | 77,173 | +77,173 | ₹7.5 cr |
| INDHOTEL | New | — | 1.00 lakh | +1.00 lakh | ₹7.4 cr |
| JIOFIN | New | — | 2.94 lakh | +2.94 lakh | ₹7.1 cr |
| ASAHIINDIA | New | — | 70,805 | +70,805 | ₹6.7 cr |
| LUMINO | New | — | 6.08 lakh | +6.08 lakh | ₹5.0 cr |
| ESDS | New | — | 93,228 | +93,228 | ₹4.0 cr |
| TCS | New | — | 14,000 | +14,000 | ₹3.4 cr |
| ABB | Added | 19,734 | 31,305 | +11,571 | ₹23.9 cr |
| BOSCHLTD | Added | 3,272 | 4,120 | +848 | ₹20.6 cr |
| SOLARINDS | Added | 9,288 | 10,241 | +953 | ₹20.6 cr |
| DIXON | Added | 9,695 | 12,323 | +2,628 | ₹18.3 cr |
| PNBHOUSING | Added | 1.47 lakh | 1.55 lakh | +7,633 | ₹17.8 cr |
| BAJFINANCE | Added | 70,000 | 1.67 lakh | +97,242 | ₹17.7 cr |
| UNOMINDA | Added | 68,841 | 1.29 lakh | +59,748 | ₹16.4 cr |
| SCHNEIDER | Added | 88,417 | 1.13 lakh | +24,383 | ₹13.8 cr |
| TECHM | Added | 59,588 | 60,115 | +527 | ₹9.8 cr |
| APOLLOTYRE | Added | 1.22 lakh | 2.03 lakh | +80,188 | ₹8.9 cr |
| FIVESTAR | Added | 1.24 lakh | 1.24 lakh | +67 | ₹6.7 cr |
| ICICIBANK | Trimmed | 1.45 lakh | 89,765 | −55,161 | ₹13.1 cr |
| PIDILITIND | Trimmed | 98,470 | 39,429 | −59,041 | ₹6.7 cr |
| BELRISE | Trimmed | 4.09 lakh | 2.38 lakh | −1.71 lakh | ₹5.5 cr |
| SUNPHARMA | Exited | 1.01 lakh | — | −1.01 lakh | ₹20.0 cr |
| ASIANPAINT | Exited | 63,189 | — | −63,189 | ₹17.4 cr |
| GODREJCP | Exited | 1.52 lakh | — | −1.52 lakh | ₹16.3 cr |
| RELIANCE | Exited | 70,308 | — | −70,308 | ₹9.2 cr |
| CONCOR | Exited | 1.72 lakh | — | −1.72 lakh | ₹9.1 cr |
| COROMANDEL | Exited | 43,220 | — | −43,220 | ₹9.0 cr |
| J&KBANK | Exited | 5.26 lakh | — | −5.26 lakh | ₹8.2 cr |
| TIINDIA | Exited | 27,692 | — | −27,692 | ₹7.6 cr |
| TRITURBINE | Exited | 1.19 lakh | — | −1.19 lakh | ₹7.2 cr |
| SUZLON | Exited | 13.17 lakh | — | −13.17 lakh | ₹6.3 cr |
| SHADOWFAX | Exited | 62,974 | — | −62,974 | ₹1.5 cr |
Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: Motilal Oswal Mutual Fund monthly portfolios.
| Sector | ||||
|---|---|---|---|---|
| ABB ABB India Limited | Capital Goods | 31,305 | ₹23.9 cr | 5.37% |
| BOSCHLTD Bosch Limited | Automobile and Auto Components | 4,120 | ₹20.6 cr | 4.62% |
| SOLARINDS Solar Industries India Limited | Chemicals | 10,241 | ₹20.6 cr | 4.62% |
| DIXON Dixon Technologies (India) Limited | Consumer Durables | 12,323 | ₹18.3 cr | 4.11% |
| TEMPSENS Tempsens Instruments (India) Limited | Capital Goods | 3.19 lakh | ₹18.0 cr | 4.03% |
| PNBHOUSING PNB Housing Finance Limited | Financial Services | 1.55 lakh | ₹17.8 cr | 3.99% |
| BAJFINANCE Bajaj Finance Limited | Financial Services | 1.67 lakh | ₹17.7 cr | 3.97% |
| UNOMINDA UNO Minda Limited | Automobile and Auto Components | 1.29 lakh | ₹16.4 cr | 3.68% |
| SCHNEIDER Schneider Electric Infrastructure Limited | Capital Goods | 1.13 lakh | ₹13.8 cr | 3.09% |
| ICICIBANK ICICI Bank Limited | Financial Services | 89,765 | ₹13.1 cr | 2.93% |
| GRWRHITECH Garware Hi-Tech Films Limited | Capital Goods | 16,602 | ₹11.8 cr | 2.66% |
| RBLBANK RBL Bank Limited | Financial Services | 2.93 lakh | ₹11.2 cr | 2.50% |
| WABAG VA Tech Wabag Limited | Utilities | 50,952 | ₹10.1 cr | 2.26% |
| TECHM Tech Mahindra Limited | Information Technology | 60,115 | ₹9.8 cr | 2.20% |
| MEESHO Meesho Limited | Consumer Services | 4.61 lakh | ₹9.5 cr | 2.12% |
| BLUEJET Blue Jet Healthcare Limited | Healthcare | 1.62 lakh | ₹9.4 cr | 2.11% |
| SHRIRAMFIN Shriram Finance Limited | Financial Services | 83,316 | ₹9.2 cr | 2.08% |
| PGEL PG Electroplast Limited | Consumer Durables | 1.57 lakh | ₹9.1 cr | 2.05% |
| DIVISLAB Divi's Laboratories Limited | Healthcare | 9,579 | ₹9.1 cr | 2.03% |
| CHOLAFIN Cholamandalam Investment and Finance Company Limited | Financial Services | 48,689 | ₹9.0 cr | 2.03% |
| APOLLOTYRE Apollo Tyres Limited | Automobile and Auto Components | 2.03 lakh | ₹8.9 cr | 2.00% |
| PERSISTENT Persistent Systems Limited | Information Technology | 15,462 | ₹8.7 cr | 1.94% |
| HEXT Hexaware Technologies Limited | Information Technology | 1.42 lakh | ₹7.9 cr | 1.77% |
| INDIGO InterGlobe Aviation Limited | Services | 14,742 | ₹7.7 cr | 1.73% |
| ANANDRATHI Anand Rathi Wealth Limited | Financial Services | 34,923 | ₹7.7 cr | 1.73% |
| TITAN Titan Company Limited | Consumer Durables | 14,885 | ₹7.6 cr | 1.70% |
| KFINTECH Kfin Technologies Limited | Financial Services | 77,173 | ₹7.5 cr | 1.68% |
| INDHOTEL The Indian Hotels Company Limited | Consumer Services | 1.00 lakh | ₹7.4 cr | 1.66% |
| JIOFIN Jio Financial Services Limited | Financial Services | 2.94 lakh | ₹7.1 cr | 1.59% |
| ASAHIINDIA Asahi India Glass Limited | Automobile and Auto Components | 70,805 | ₹6.7 cr | 1.51% |
| FIVESTAR Five-Star Business Finance Limited | Financial Services | 1.24 lakh | ₹6.7 cr | 1.49% |
| PIDILITIND Pidilite Industries Limited | Chemicals | 39,429 | ₹6.7 cr | 1.49% |
| ECLERX eClerx Services Limited | Services | 28,326 | ₹5.6 cr | 1.26% |
| BELRISE Belrise Industries Limited | Automobile and Auto Components | 2.38 lakh | ₹5.5 cr | 1.24% |
| FSL Firstsource Solutions Limited | Services | 1.90 lakh | ₹5.0 cr | 1.13% |
| LUMINO Lumino Industries Limited | Capital Goods | 6.08 lakh | ₹5.0 cr | 1.12% |
| ESDS ESDS Software Solution Limited | Information Technology | 93,228 | ₹4.0 cr | 0.90% |
| TCS Tata Consultancy Services Limited | Information Technology | 14,000 | ₹3.4 cr | 0.75% |
Equity rows as disclosed, Aug 2026. Source: Motilal Oswal Mutual Fund monthly portfolio.
- Financial Services26.9%
- Capital Goods18.2%
- Automobile and Auto Components14.6%
- Consumer Durables8.8%
- Information Technology8.5%
- Chemicals6.9%
- Healthcare4.6%
- Services4.6%
- Consumer Services4.2%
- Utilities2.5%
AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: Motilal Oswal Mutual Fund monthly portfolio; AMFI.
- Large Cap36.5%
- Small Cap36.4%
- Mid Cap20.3%
- Not in AMFI's list6.8%
AMFI's list of Jun 2026. Source: Motilal Oswal Mutual Fund monthly portfolio; AMFI.
| Period | Return | From | To |
|---|---|---|---|
| Since first NAV | +6.36 % in total | 4 Jun 2026 · NAV ₹9.9438 | 25 Sep 2026 · NAV ₹10.5764 |
Past performance may not be sustained in future.
Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 154337).