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Side-by-side across returns, risk ratios, P/E and cost — the best value in each row gets a BEST tag.

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2/5 selected

Motilal Oswal Contra FundSBI Contra Fund

lower = better diversification

Motilal Oswal Contra × SBI Contra4.7%2 shared stocks · low

Overlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.

Funds

19AvoidContra

44AvoidContra

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Returns (CAGR)
1Y return ↑ higher is better	—	-3.5%BEST
3Y return ↑ higher is better	—	10.5%BEST
5Y return ↑ higher is better	—	14.8%BEST
Since launch ↑ higher is better	7.0%	15.1%BEST
Vs category benchmark
1Y vs index fund minus its own index	—	-1.4%BEST
3Y vs index fund minus its own index	—	+0.6%BEST
5Y vs index fund minus its own index	—	+5.3%BEST
Benchmark used	Nifty 500	Nifty 500
Risk
Sharpe ratio ↑ higher is better	—	0.55BEST
Sortino ratio ↑ higher is better	—	0.42BEST
Std deviation ↓ lower is better	—	14.09BEST
Alpha ↑ higher is better	—	0.34BEST
Beta ≈1 moves with the market	—	0.89
Cost & size
Expense ratio ↓ lower is better	2.34%	0.86%BEST
Fund size ↑ higher is better	₹446 Cr	₹47.6k CrBEST
Portfolio P/E ↓ lower is better	37.22	16.92BEST
Ratings
Value Research 1–5 stars	—	★★★★★BEST
Morningstar 1–5 stars	—	—
Details
Fund manager	—	Dinesh Balachandran
Benchmark	Nifty 500 TRI	BSE 500 TRI
Riskometer	High	High
Start date	08 May 2026	01 Jan 2013
Top 5 holdings
Biggest positions % of corpus, latest disclosure	ABB India Ltd5.37% Bosch Ltd4.62% Solar Industries India Ltd4.62% Dixon Technologies (India) Ltd4.11% Tempsens Instruments (India) Ltd.4.03%	Reliance Industries Ltd4.75% ICICI Bank Ltd4.55% HDFC Bank Ltd4.54% Biocon Ltd3.47% Bank Nifty Index 29-09-20262.92%