Motilal Oswal Contra Fund vs Quant Value Fund
Direct Plan, Growth option · Data as on 30-10-2026
Motilal Oswal Contra Fund and Quant Value Fund are both Value and Contra funds. Motilal Oswal Contra Fund charges 2.18% a year and Quant Value Fund 0.92% (Direct plans). Their portfolios overlap 0.0%: they hold 0 of the same securities.
Which is better, Motilal Oswal Contra or Quant Value? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Quant Value costs less: 0.92% a year against 2.18% (Direct plans).
- Motilal Oswal Contra fell less in its worst fall since 04-06-2026: −9.1% against −13.9%.
- Quant Value is the larger fund: ₹1,917 Cr against ₹407 Cr.
- Their portfolios overlap 0.0%: 0 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 | Quant Value Fund |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | quant Mutual Fund |
| Category | Value and Contra | Value and Contra |
| AUM | ₹407 Cr (30-09-2026) | ₹1,917 Cr (30-09-2026) |
| NAV | ₹10.21 (Direct) | ₹22.01 (Direct) |
| Expense ratio (Direct) | 2.18% | 0.92% |
| Expense ratio (Regular) | 3.85% | 2.46% |
| Riskometer | Not available | Very High |
| Benchmark | Not available | Nifty 500 TRI |
| Launch date | Not available | 11-06-2023 |
| Minimum investment | Not available | ₹5,000 |
| Lock in | Not available | None |
| Fund managers | Not available | Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate, Sanjeev Sharma |
| Exit load | Not available | Exit load of 1%, if redeemed within 15 days. |
Motilal Oswal Contra vs Quant Value: 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% | -- | -- | -- | -- | -- |
| Quant Value Fund (Direct) | −5.26% | −8.30% | −3.73% | +3.16% | +19.06% | -- | -- |
| Value and Contra average | −2.09% | −5.76% | −3.23% | −5.72% | +11.83% | -- | -- |
Category average: the average of the 30 Value and Contra funds, same plan type.
Motilal Oswal Contra vs Quant Value: Year-wise Returns
| Year | Motilal Oswal ContraMotilal Oswal Contra | Quant ValueQuant Value | Nifty 500 TRI |
|---|---|---|---|
| 2026to date | -- | +4.09% | −7.51% |
| 2025 | -- | +1.39% | +7.76% |
| 2024 | -- | +25.90% | +16.24% |
| 2023 | -- | +39.00% | +26.91% |
| 2022 | -- | +17.29% | +4.25% |
Motilal Oswal Contra vs Quant Value: Rolling Returns
Every holding period of both funds, against Nifty 500 TRI, the benchmark of both
Motilal Oswal Contra vs Quant Value: 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) | Quant Value Fund (Direct) |
|---|---|---|
| Return (CAGR) | +4.95% | +17.32% |
| Standard deviation | 13.40% | 19.26% |
| Sharpe ratio | -0.02 | 0.60 |
| Sortino ratio | -0.03 | 0.80 |
| Maximum drawdown | −9.1% (23-10-2026) | −24.0% (03-03-2025) |
| Beta | 0.89 | 1.16 |
| Alpha | +8.97% | +7.33% |
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)
Quant Value 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% |
| Quant Value Fund (Direct) | −13.9% | 06-07-2026 | 23-10-2026 | Not yet | -- | −11.9% |
| 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 Quant Value: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal Contra Fund, September 2026; Quant Value Fund, September 2026
Holdings in common
- Overlap
- 0.0%
- Held by both
- 0
- Only in Motilal Oswal Contra
- 35
- Only in Quant Value
- 33
Overlap: for each holding both funds own, the smaller of its two weights, added up. 0.0% means 0.0% 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 |
|---|---|
| Solar Industries India Limited | 5.63% |
| ICICI Bank Limited | 5.39% |
| ABB India Limited | 5.21% |
| Bosch Limited | 4.76% |
| Divi's Laboratories Limited | 4.65% |
Largest holdings only in Quant Value Fund
| Security | % of fund |
|---|---|
| TREPS 01-Oct-2026 DEPO 10 | 15.73% |
| Adani Enterprises Limited | 9.32% |
| Piramal Finance Ltd | 9.13% |
| Adani Green Energy Limited | 8.18% |
| Indus Towers Limited | 7.31% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal Contra | Quant Value |
|---|---|---|
| Equity | 93.7% | 76.7% |
| Debt | 0.0% | 23.4% |
| Cash and others | 6.3% | -0.1% |
Market cap of stocks
| Market cap | Motilal Oswal Contra | Quant Value |
|---|---|---|
| Large Cap | 47.2% | 40.4% |
| Mid Cap | 18.0% | 16.2% |
| Small Cap | 21.2% | 20.1% |
| Not on AMFI's list | 7.2% | 0.0% |
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 | Quant Value |
|---|---|---|
| N.A. | 0.0% | 76.7% |
| Banks | 17.1% | 0.0% |
| Auto Components | 12.9% | 0.0% |
| Pharmaceuticals & Biotechnology | 9.7% | 0.0% |
| Electrical Equipment | 7.4% | 0.0% |
| Capital Markets | 7.2% | 0.0% |
| Finance | 6.4% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal Contra vs Quant Value: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal Contra Fund | Quant Value Fund |
|---|---|---|
| Total expense ratio (Direct) | 2.18% | 0.92% |
| Base expense ratio (Direct) | 0.61% | 0.48% |
| Total expense ratio (Regular) | 3.85% | 2.46% |
| Base expense ratio (Regular) | 2.10% | 1.78% |
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
Motilal Oswal Contra Fund vs Quant Value Fund: Frequently Asked Questions
What is the difference between Motilal Oswal Contra Fund and Quant Value Fund?
Both are Value and Contra funds, run by Motilal Oswal Mutual Fund and quant Mutual Fund. Their portfolios overlap 0.0%. Motilal Oswal Contra Fund charges 2.18% a year and Quant Value Fund 0.92%.
Which has the lower expense ratio, Motilal Oswal Contra Fund or Quant Value Fund?
Quant Value Fund charges less: 0.92% a year against 2.18%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Motilal Oswal Contra Fund and Quant Value Fund overlap?
0.0%. They hold 0 of the same securities. From each fund's latest monthly portfolio.
Can I invest in both Motilal Oswal Contra Fund and Quant Value Fund?
Yes. 0.0% of each fund's money sits in the same holdings, so the two hold mostly different investments.
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.