Aditya Birla Sun Life ESG Integration Strategy Fund vs Motilal Oswal Contra Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life ESG Integration Strategy Fund is a Thematic fund and Motilal Oswal Contra Fund is a Value and Contra fund. Aditya Birla Sun Life ESG Integration Strategy Fund charges 1.44% a year and Motilal Oswal Contra Fund 2.18% (Direct plans). Their portfolios overlap 27.9%: they hold 13 of the same securities.
Aditya Birla Sun Life ESG Integration Strategy Fund
Thematic
- Expense ratio
- 1.44%
- NAV
- ₹18.63
Which is better, Aditya Birla Sun Life ESG Integration Strategy or Motilal Oswal Contra? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Aditya Birla Sun Life ESG Integration Strategy costs less: 1.44% a year against 2.18% (Direct plans).
- Aditya Birla Sun Life ESG Integration Strategy fell less in its worst fall since 04-06-2026: −8.7% against −9.1%.
- Aditya Birla Sun Life ESG Integration Strategy holds more in large companies: 73.0% of the fund in large caps against 47.2%.
- Aditya Birla Sun Life ESG Integration Strategy is the larger fund: ₹542 Cr against ₹407 Cr.
- Their portfolios overlap 27.9%: 13 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Aditya Birla Sun Life ESG Integration Strategy Fund | Motilal Oswal Contra Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | Motilal Oswal Mutual Fund |
| Category | Thematic | Value and Contra |
| AUM | ₹542 Cr (30-09-2026) | ₹407 Cr (30-09-2026) |
| NAV | ₹18.63 (Direct) | ₹10.21 (Direct) |
| Expense ratio (Direct) | 1.44% | 2.18% |
| Expense ratio (Regular) | 2.44% | 3.85% |
| Riskometer | Very High | Not available |
| Benchmark | Nifty 100 ESG TRI | Not available |
| Launch date | 24-12-2020 | Not available |
| Minimum investment | ₹500 | Not available |
| Lock in | None | Not available |
| Fund managers | Jonas Bhutta | Not available |
| Exit load | Exit load of 1%, if redeemed within 30 days. | Not available |
Aditya Birla Sun Life ESG Integration Strategy vs Motilal Oswal Contra: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ESG Integration Strategy Fund (Direct) | +0.27% | −4.85% | −0.05% | −5.19% | +11.20% | +6.02% | -- |
| Motilal Oswal Contra Fund (Direct) | −1.53% | −2.15% | -- | -- | -- | -- | -- |
| Thematic average | −2.09% | −4.52% | +0.86% | −1.22% | +13.76% | +11.62% | -- |
| Value and Contra average | −2.09% | −5.76% | -- | -- | -- | -- | -- |
Category average: the average of the 235 Thematic funds and the 30 Value and Contra funds, same plan type.
Aditya Birla Sun Life ESG Integration Strategy vs Motilal Oswal Contra: Year-wise Returns
| Year | Aditya Birla Sun Life ESG Integration StrategyAditya Birla Sun Life ESG Integration Strategy | Motilal Oswal ContraMotilal Oswal Contra |
|---|---|---|
| 2026to date | −6.24% | -- |
| 2025 | +5.41% | -- |
| 2024 | +22.96% | -- |
| 2023 | +23.83% | -- |
| 2022 | −11.95% | -- |
| 2021 | +39.90% | -- |
Aditya Birla Sun Life ESG Integration Strategy vs Motilal Oswal Contra: Rolling Returns
Every holding period of both funds, against NIFTY100 ESG TRI, the benchmark of Aditya Birla Sun Life ESG Integration Strategy Fund
Aditya Birla Sun Life ESG Integration Strategy vs Motilal Oswal Contra: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Aditya Birla Sun Life ESG Integration Strategy Fund (Direct) | Motilal Oswal Contra Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.22% | +4.95% |
| Standard deviation | 14.17% | 13.40% |
| Sharpe ratio | 0.41 | -0.02 |
| Sortino ratio | 0.56 | -0.03 |
| Maximum drawdown | −26.2% (17-06-2022) | −9.1% (23-10-2026) |
| Beta | 0.95 | 0.89 |
| Alpha | +0.31% | +8.97% |
From daily NAVs, 29-12-2020 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Aditya Birla Sun Life ESG Integration Strategy Fund (Direct)
Motilal Oswal Contra Fund (Regular)
NIFTY100 ESG TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ESG Integration Strategy Fund (Direct) | −8.7% | 10-08-2026 | 23-10-2026 | Not yet | -- | −6.8% |
| Motilal Oswal Contra Fund (Regular) | −9.1% | 11-09-2026 | 23-10-2026 | Not yet | -- | −6.5% |
| NIFTY100 ESG TRI | −11.4% | 03-08-2026 | 08-10-2026 | Not yet | -- | −8.0% |
From daily values since 04-06-2026, the first day every fund has.
Aditya Birla Sun Life ESG Integration Strategy vs Motilal Oswal Contra: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life ESG Integration Strategy Fund, September 2026; Motilal Oswal Contra Fund, September 2026
Holdings in common
- Overlap
- 27.9%
- Held by both
- 13
- Only in Aditya Birla Sun Life ESG Integration Strategy
- 39
- Only in Motilal Oswal Contra
- 22
| Security | % of Aditya Birla Sun Life ESG Integration Strategy | % of Motilal Oswal Contra |
|---|---|---|
| ICICI Bank Ltd. | 8.54% | 5.39% |
| HDFC Bank Ltd. | 4.41% | 3.86% |
| Kotak Mahindra Bank Ltd. | 3.65% | 3.05% |
| Samvardhana Motherson International Ltd. | 2.47% | 2.81% |
| Shriram Finance Ltd. | 2.21% | 2.01% |
| Bajaj Finance Ltd. | 2.60% | 1.98% |
| State Bank of India | 3.03% | 1.94% |
| Titan Company Ltd. | 1.69% | 2.67% |
| RBL Bank Ltd. | 1.68% | 2.90% |
| Torrent Pharmaceuticals Ltd. | 1.42% | 2.46% |
| Mankind Pharma Ltd. | 1.39% | 2.57% |
| Tech Mahindra Ltd. | 1.01% | 2.25% |
| Meesho Ltd. | 0.02% | 3.09% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 27.9% means 27.9% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Aditya Birla Sun Life ESG Integration Strategy Fund
| Security | % of fund |
|---|---|
| Bharti Airtel Ltd. | 4.04% |
| Axis Bank Ltd. | 3.72% |
| TVS Motor Company Ltd. | 3.42% |
| Sona Blw Precision Forgings Ltd. | 3.40% |
| Infosys Ltd. | 2.66% |
Largest holdings only in Motilal Oswal Contra Fund
| Security | % of fund |
|---|---|
| Solar Industries India Limited | 5.63% |
| ABB India Limited | 5.21% |
| Bosch Limited | 4.76% |
| Divi's Laboratories Limited | 4.65% |
| UNO Minda Limited | 3.69% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life ESG Integration Strategy | Motilal Oswal Contra |
|---|---|---|
| Equity | 98.6% | 93.7% |
| Debt | 0.0% | 0.0% |
| Cash and others | 1.4% | 6.3% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life ESG Integration Strategy | Motilal Oswal Contra |
|---|---|---|
| Large Cap | 73.0% | 47.2% |
| Mid Cap | 17.9% | 18.0% |
| Small Cap | 7.7% | 21.2% |
| Not on AMFI's list | 0.0% | 7.2% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Aditya Birla Sun Life ESG Integration Strategy | Motilal Oswal Contra |
|---|---|---|
| Banks | 28.2% | 17.1% |
| Auto Components | 6.9% | 12.9% |
| Pharmaceuticals & Biotechnology | 4.5% | 9.7% |
| IT - Software | 9.3% | 4.3% |
| Retailing | 7.6% | 3.1% |
| Electrical Equipment | 0.0% | 7.4% |
| Capital Markets | 1.9% | 7.2% |
| Automobiles | 7.2% | 1.5% |
| Finance | 6.7% | 6.4% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life ESG Integration Strategy vs Motilal Oswal Contra: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life ESG Integration Strategy Fund | Motilal Oswal Contra Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.44% | 2.18% |
| Base expense ratio (Direct) | 1.21% | 0.61% |
| Total expense ratio (Regular) | 2.44% | 3.85% |
| Base expense ratio (Regular) | 2.08% | 2.10% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
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Aditya Birla Sun Life ESG Integration Strategy Fund vs Motilal Oswal Contra Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life ESG Integration Strategy Fund and Motilal Oswal Contra Fund?
Aditya Birla Sun Life ESG Integration Strategy Fund is a Thematic fund, Motilal Oswal Contra Fund is a Value and Contra fund, run by Aditya Birla Sun Life Mutual Fund and Motilal Oswal Mutual Fund. Their portfolios overlap 27.9%. Aditya Birla Sun Life ESG Integration Strategy Fund charges 1.44% a year and Motilal Oswal Contra Fund 2.18%.
Which has the lower expense ratio, Aditya Birla Sun Life ESG Integration Strategy Fund or Motilal Oswal Contra Fund?
Aditya Birla Sun Life ESG Integration Strategy Fund charges less: 1.44% a year against 2.18%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life ESG Integration Strategy Fund and Motilal Oswal Contra Fund overlap?
27.9%. They hold 13 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, KOTAKBANK. From each fund's latest monthly portfolio.
Can I invest in both Aditya Birla Sun Life ESG Integration Strategy Fund and Motilal Oswal Contra Fund?
Yes. 27.9% of each fund's money sits in the same holdings, so some of the two investments would move together.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.