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Motilal Oswal Contra  IDCW-P

Motilal Oswal Contra IDCW-P

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Triparty RepoUtilities5.99%
Solar Industries India LtdCapital Goods5.63%
ICICI Bank LtdFinancial Services5.39%
ABB India LtdCapital Goods5.21%
Bosch LtdConsumers4.76%
Divi's Laboratories LtdServices4.65%
HDFC Bank LtdFinancial Services3.86%
UNO Minda LtdConsumers3.69%
Esds Software Solution LtdTechnology3.55%
Meesho LtdConsumers3.09%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

BS

Bhalchandra Shinde

Mr. Bhalchandra Shinde has experience of 16 years. Manages 54 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹89 Cr Holds a B.E. degree.

Team

81 years

Combined Team Experience

AUM

₹ 19,832 Cr

Assets Under Management

RS
Rakesh Shetty
Co-Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 297 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

SM
Swapnil Mayekar
Co-Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 237 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)4.09%

iconRegulatory & Tax Information

INF247L01HA0
verified
ISIN
DailyDealing Frequency
BSE 500 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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