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SmartFigure

Two funds walk into a table. Only the numbers talk.

Motilal Oswal Contra Fund vs Invesco India Contra Fund

Pick two or three funds. We’ll tell you in plain words which grew faster, which was calmer, which costs less and what your money would have become. Figures are for the Direct plan, Growth option, where a fund has one.

  • Motilal Oswal Contra Fund
  • Invesco India Contra Fund

The short version

Who comes out ahead on each measure.

  • Fell less in a crash

    No fair winner yet

    At its worst, Motilal Oswal Contra Fund fell 9.1% from its peak, against 36.5% for Invesco India Contra Fund. On ₹1 lakh, that's a dip to ₹63,481 at the bottom for Invesco India Contra Fund. Could you have held on?

    Not a fair fight: we only have data for Motilal Oswal Contra Fund (from Jun 2026), so it has not been through the 2020 crash the others fell in.

What your money would have become

The same amount, put into each fund on the same day.

Not enough shared history to chart these funds together yet.

Strengths and watch-outs

Each fund judged against its own category, and against a 5-year SBI FD at 6.05%.

AMotilal Oswal Contra Fund

  • Watch out: Less than 3 years of history, too short to judge

BInvesco India Contra Fund

  • Strength: Beat a 5-year SBI FD: 12.8% a year over 5 years, against 6.05%
  • Watch out: Fell harder than its category in the worst crash

All the numbers

The stronger figure in each row is marked Best. Under each return is the fund’s rank in its category and the category average.

Motilal Oswal Contra Fund compared with Invesco India Contra Fund
MeasureAMotilal Oswal Contra FundBInvesco India Contra Fund
ReturnsHow much the fund grew. Beyond a year, this is per year (annualised).
1 yearLast 12 months, the most noisy figure–2.1%#1 of 3 · avg 0.6%
3 yearsPer year, over a full market mood swing–16%#1 of 3 · avg 14.5%
5 yearsPer year, the fairest single test–12.8%#3 of 3 · avg 13.7%
10 yearsPer year, across bull and bear markets–16.8%#2 of 3 · avg 16.6%
RiskHow bumpy the ride was. This is what decides whether you stay invested.
Ups and downsVolatility: how far it swings in a typical year. Lower is calmer–15.1%category avg 14.2%
Worst fallThe biggest drop from a peak in 10 years. Lower is better−9.1%data from 4 Jun 2026 only−36.5%category avg −25.6%
Best 12 monthsIts strongest year–96.1%
Worst 12 monthsIts weakest year–-30.4%
Odds of a gainShare of all 1-year holding periods that ended in profit–85%
Cost and sizeThe fee comes out of your returns every year, whether the fund does well or not.
Expense ratioYearly fee. Lower keeps more for you–0.78%
Fund sizeMoney managed (AUM). Neither better nor worse–₹19,248 Cr
Minimum SIPSmallest monthly amount–₹100
Lock-inTime before you can withdraw–None

“Best” is not a recommendation: a fund that returned more usually took more risk to do it.

Which one fits you?

There is no best fund, only a better fit for what you need the money to do.

AMotilal Oswal Contra Fund

Might suit you if…

  • you prefer its fund house or approach. On these numbers it is not the stand-out on any one measure

BInvesco India Contra Fund

Might suit you if…

  • you prefer its fund house or approach. On these numbers it is not the stand-out on any one measure