Compare Kotak Contra Fund vs Motilal Oswal BSE Enhanced Value Index Fund
Kotak Contra Fund
EquityValue Oriented
Motilal Oswal BSE Enhanced Value Index Fund
EquityValue Oriented
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.03
1.16
NAV
₹173.15
₹25.94
Fund Started
02 Jun 2005
29 Jul 2022
Fund Size
₹5196.35 Cr
₹2131.66 Cr
Exit Load
Exit load of 1% if redeemed within 90 days.
Exit Load: 1%- If redeemed on or before 15 days from the date of allotment.
1 Year
-6.44%
-0.85%
3 Year
11.84%
17.49%
5 Year
10.72%
-
Equity
98.95%
99.99%
Cash
1.05%
0.01%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.93% |
HDFC Bank Ltd. | 5.06% |
State Bank of India | 3.24% |
Reliance Industries Ltd. | 2.70% |
Hero Motocorp Ltd. | 2.67% |
Shriram Finance Ltd | 2.53% |
Larsen & Toubro Ltd. | 2.50% |
NTPC Ltd. | 2.46% |
Bharti Airtel Ltd. | 2.42% |
Swiggy Ltd. | 2.26% |
Name | Assets |
|---|---|
Indian Oil Corporation Ltd. | 7.21% |
Bharat Petroleum Corporation Ltd. | 7.18% |
Coal India Ltd. | 7.15% |
Oil And Natural Gas Corporation Ltd. | 6.99% |
State Bank of India | 6.97% |
Tata Motors Passenger Vehicles Ltd. | 6.82% |
Hindalco Industries Ltd. | 6.68% |
Life Insurance Corporation of India | 4.89% |
GAIL (India) Ltd. | 4.66% |
Steel Authority Of India Ltd. | 4.54% |
Name
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Start Date
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Description
The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.
The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by the S&P BSE Enhanced Value Index, subject to tracking error.
Launch Date
02 Jun 2005
29 Jul 2022
