Compare Motilal Oswal Contra Fund vs UTI Nifty 500 Value 50 Index Fund
Motilal Oswal Contra Fund
EquityValue Oriented
UTI Nifty 500 Value 50 Index Fund
EquityValue Oriented
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
3.85
1.19
NAV
₹10.40
₹20.85
Fund Started
08 May 2026
26 Apr 2023
Fund Size
₹407.32 Cr
₹838.01 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
-
1 Year
-
2.60%
3 Year
-
18.09%
5 Year
-
-
Equity
93.65%
100.16%
Cash
6.35%
-0.16%
Top 10 Holdings
Name | Assets |
|---|---|
Solar Industries India Ltd. | 5.63% |
ICICI Bank Ltd. | 5.39% |
ABB India Ltd. | 5.21% |
Bosch Ltd. | 4.76% |
Divi's Laboratories Ltd. | 4.65% |
HDFC Bank Ltd. | 3.86% |
UNO Minda Ltd. | 3.69% |
ESDS Software Solution Ltd. | 3.55% |
Meesho Ltd. | 3.09% |
Kotak Mahindra Bank Ltd. | 3.05% |
Name | Assets |
|---|---|
Grasim Industries Ltd. | 5.28% |
Hindalco Industries Ltd. | 5.20% |
Coal India Ltd. | 5.19% |
Oil And Natural Gas Corporation Ltd. | 5.08% |
State Bank of India | 5.00% |
Vedanta Ltd. | 4.95% |
NTPC Ltd. | 4.88% |
Power Grid Corporation Of India Ltd. | 4.83% |
Tata Motors Passenger Vehicles Ltd. | 4.37% |
Bharat Petroleum Corporation Ltd. | 4.27% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments through contrarian strategy.
The scheme seeks to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.
Launch Date
08 May 2026
26 Apr 2023
