Compare Kotak Contra Fund vs Motilal Oswal BSE Enhanced Value Index Fund
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.85
1.06
NAV
₹177.94
₹28.63
Fund Started
02 Jun 2005
29 Jul 2022
Fund Size
₹4679.19 Cr
₹1570.41 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
7.54%
20.40%
3 Year
19.60%
32.15%
5 Year
16.73%
-
Equity
98.31%
99.71%
Cash
1.69%
0.29%
Top 10 Holdings
HDFC Bank Ltd. | 5.86% |
ICICI Bank Ltd. | 4.75% |
State Bank of India | 3.67% |
Reliance Industries Ltd. | 3.39% |
Infosys Ltd. | 3.03% |
NTPC Ltd. | 2.99% |
Hero Motocorp Ltd. | 2.86% |
Bharti Airtel Ltd. | 2.73% |
Shriram Finance Ltd | 2.68% |
Larsen & Toubro Ltd. | 2.40% |
Oil And Natural Gas Corporation Ltd. | 9.18% |
Hindalco Industries Ltd. | 8.05% |
State Bank of India | 7.84% |
Coal India Ltd. | 7.60% |
Tata Motors Passenger Vehicles Ltd. | 7.38% |
Bharat Petroleum Corporation Ltd. | 7.12% |
Indian Oil Corporation Ltd. | 7.10% |
Power Finance Corporation Ltd. | 4.60% |
Hindustan Petroleum Corporation Ltd. | 4.22% |
GAIL (India) Ltd. | 3.89% |
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
