Motilal Oswal Contra Fund vs PGIM India Large Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Motilal Oswal Contra Fund is a Value and Contra fund and PGIM India Large Cap Fund is a Large Cap fund. Motilal Oswal Contra Fund charges 2.18% a year and PGIM India Large Cap Fund 1.09% (Direct plans). Their portfolios overlap 29.5%: they hold 14 of the same securities.
Which is better, Motilal Oswal Contra or PGIM India Large Cap? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- PGIM India Large Cap costs less: 1.09% a year against 2.18% (Direct plans).
- PGIM India Large Cap fell less in its worst fall since 04-06-2026: −8.6% against −9.1%.
- PGIM India Large Cap holds more in large companies: 86.6% of the fund in large caps against 47.2%.
- PGIM India Large Cap is the larger fund: ₹502 Cr against ₹407 Cr.
- Their portfolios overlap 29.5%: 14 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 | Motilal Oswal Contra Fund | PGIM India Large Cap Fund |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | PGIM India Mutual Fund |
| Category | Value and Contra | Large Cap |
| AUM | ₹407 Cr (30-09-2026) | ₹502 Cr (30-09-2026) |
| NAV | ₹10.21 (Direct) | ₹386.29 (Direct) |
| Expense ratio (Direct) | 2.18% | 1.09% |
| Expense ratio (Regular) | 3.85% | 2.62% |
| Riskometer | Not available | Very High |
| Benchmark | Not available | Nifty 100 TRI |
| Launch date | Not available | 30-01-2003 |
| Minimum investment | Not available | ₹5,000 |
| Lock in | Not available | None |
| Fund managers | Not available | Anandha Padmanabhan Anjeneyan, Vivek Sharma, Vinay Paharia, and Mr. Akhil Dhar |
| Exit load | Not available | Exit load of 0.5%, if redeemed within 90 days. |
Motilal Oswal Contra vs PGIM India Large Cap: 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 |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Contra Fund (Direct) | −1.53% | −2.15% | -- | -- | -- | -- | -- |
| PGIM India Large Cap Fund (Direct) | +1.19% | −4.29% | −0.57% | −7.56% | +8.01% | +6.73% | +10.68% |
| Value and Contra average | −2.09% | −5.76% | -- | -- | -- | -- | -- |
| Large Cap average | +0.62% | −4.36% | −1.05% | −6.33% | +10.38% | +8.23% | +11.81% |
Category average: the average of the 30 Value and Contra funds and the 35 Large Cap funds, same plan type.
Motilal Oswal Contra vs PGIM India Large Cap: Year-wise Returns
| Year | Motilal Oswal ContraMotilal Oswal Contra | PGIM India Large CapPGIM India Large Cap |
|---|---|---|
| 2026to date | -- | −7.49% |
| 2025 | -- | +8.99% |
| 2024 | -- | +11.08% |
| 2023 | -- | +21.49% |
| 2022 | -- | +2.99% |
| 2021 | -- | +22.81% |
Motilal Oswal Contra vs PGIM India Large Cap: Rolling Returns
Every holding period of both funds, against Nifty 500 TRI, the benchmark of Motilal Oswal Contra Fund
Motilal Oswal Contra vs PGIM India Large Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Motilal Oswal Contra Fund (Direct) | PGIM India Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +4.95% | +11.56% |
| Standard deviation | 13.40% | 15.17% |
| Sharpe ratio | -0.02 | 0.40 |
| Sortino ratio | -0.03 | 0.55 |
| Maximum drawdown | −9.1% (23-10-2026) | −37.4% (23-03-2020) |
| Beta | 0.89 | 0.94 |
| Alpha | +8.97% | −0.80% |
From daily NAVs, 04-06-2026 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.
Motilal Oswal Contra Fund (Regular)
PGIM India Large Cap Fund (Direct)
Nifty 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Motilal Oswal Contra Fund (Regular) | −9.1% | 11-09-2026 | 23-10-2026 | Not yet | -- | −6.5% |
| PGIM India Large Cap Fund (Direct) | −8.6% | 03-08-2026 | 08-10-2026 | Not yet | -- | −6.0% |
| Nifty 500 TRI | −9.9% | 03-08-2026 | 23-10-2026 | Not yet | -- | −7.9% |
From daily values since 04-06-2026, the first day every fund has.
Motilal Oswal Contra vs PGIM India Large Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal Contra Fund, September 2026; PGIM India Large Cap Fund, September 2026
Holdings in common
- Overlap
- 29.5%
- Held by both
- 14
- Only in Motilal Oswal Contra
- 21
- Only in PGIM India Large Cap
- 42
| Security | % of Motilal Oswal Contra | % of PGIM India Large Cap |
|---|---|---|
| ICICI Bank Limited | 5.39% | 8.13% |
| HDFC Bank Limited | 3.86% | 8.45% |
| Kotak Mahindra Bank Ltd | 3.05% | 3.12% |
| Titan Company Limited | 2.67% | 2.76% |
| Tech Mahindra Limited | 2.25% | 2.33% |
| Bajaj Finance Ltd | 1.98% | 2.55% |
| State Bank of India | 1.94% | 4.12% |
| Divi's Laboratories Limited | 4.65% | 1.83% |
| Samvardhana Motherson International Limited | 2.81% | 1.49% |
| Mankind Pharma Limited | 2.57% | 1.36% |
| Torrent Pharmaceuticals Limited | 2.46% | 1.15% |
| Shriram Finance Limited | 2.01% | 1.04% |
| Solar Industries India Limited | 5.63% | 0.90% |
| Persistent Systems Ltd | 2.00% | 0.56% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 29.5% means 29.5% 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 Motilal Oswal Contra Fund
| Security | % of fund |
|---|---|
| ABB India Limited | 5.21% |
| Bosch Limited | 4.76% |
| UNO Minda Limited | 3.69% |
| ESDS Software Solution Ltd | 3.55% |
| Meesho Ltd | 3.09% |
Largest holdings only in PGIM India Large Cap Fund
| Security | % of fund |
|---|---|
| Bharti Airtel Ltd. | 5.01% |
| Reliance Industries Ltd. | 4.09% |
| Larsen & Toubro Ltd. | 4.07% |
| Eternal Ltd. | 3.31% |
| Axis Bank Ltd. | 2.29% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal Contra | PGIM India Large Cap |
|---|---|---|
| Equity | 93.7% | 97.6% |
| Debt | 0.0% | 0.1% |
| Cash and others | 6.3% | 2.3% |
Market cap of stocks
| Market cap | Motilal Oswal Contra | PGIM India Large Cap |
|---|---|---|
| Large Cap | 47.2% | 86.6% |
| Mid Cap | 18.0% | 9.3% |
| Small Cap | 21.2% | 0.0% |
| Not on AMFI's list | 7.2% | 1.6% |
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 | Motilal Oswal Contra | PGIM India Large Cap |
|---|---|---|
| Banks | 17.1% | 26.1% |
| Auto Components | 12.9% | 1.5% |
| Pharmaceuticals & Biotechnology | 9.7% | 5.6% |
| Electrical Equipment | 7.4% | 1.3% |
| Capital Markets | 7.2% | 1.6% |
| Finance | 6.4% | 5.1% |
| IT - Software | 4.3% | 6.2% |
| Automobiles | 1.5% | 6.2% |
| Telecom - Services | 0.0% | 5.0% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal Contra vs PGIM India Large Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal Contra Fund | PGIM India Large Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 2.18% | 1.09% |
| Base expense ratio (Direct) | 0.61% | 0.80% |
| Total expense ratio (Regular) | 3.85% | 2.62% |
| Base expense ratio (Regular) | 2.10% | 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
Compare Motilal Oswal Contra with
Motilal Oswal Contra Fund vs PGIM India Large Cap Fund: Frequently Asked Questions
What is the difference between Motilal Oswal Contra Fund and PGIM India Large Cap Fund?
Motilal Oswal Contra Fund is a Value and Contra fund, PGIM India Large Cap Fund is a Large Cap fund, run by Motilal Oswal Mutual Fund and PGIM India Mutual Fund. Their portfolios overlap 29.5%. Motilal Oswal Contra Fund charges 2.18% a year and PGIM India Large Cap Fund 1.09%.
Which has the lower expense ratio, Motilal Oswal Contra Fund or PGIM India Large Cap Fund?
PGIM India Large Cap Fund charges less: 1.09% a year against 2.18%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Motilal Oswal Contra Fund and PGIM India Large Cap Fund overlap?
29.5%. They hold 14 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, KOTAKBANK. From each fund's latest monthly portfolio.
Can I invest in both Motilal Oswal Contra Fund and PGIM India Large Cap Fund?
Yes. 29.5% 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.