Compare SBI Contra Fund vs Motilal Oswal BSE Enhanced Value Index Fund
Risk | Very High | Very High |
Rating | 5.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.49 | 1.07 |
NAV | ₹390.06 | ₹28.02 |
Fund Started | 09 May 2005 | 29 Jul 2022 |
Fund Size | ₹49967.08 Cr | ₹1282.55 Cr |
Exit Load | Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days. | Exit Load: 1%- If redeemed on or before 15 days from the date of allotment. |
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.49
1.07
NAV
₹390.06
₹28.02
Fund Started
09 May 2005
29 Jul 2022
Fund Size
₹49967.08 Cr
₹1282.55 Cr
Exit Load
Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
Exit Load: 1%- If redeemed on or before 15 days from the date of allotment.
1 Year | 6.87% | 25.33% |
3 Year | 19.69% | 31.43% |
5 Year | 22.51% | - |
1 Year
6.87%
25.33%
3 Year
19.69%
31.43%
5 Year
22.51%
-
Equity | 91.96% | 99.97% |
Cash | 2.99% | -0.18% |
Equity
91.96%
99.97%
Cash
2.99%
-0.18%
Top 10 Holdings |
|
|
Top 10 Holdings
Nifty 50 | 10.00% |
HDFC Bank Ltd. | 8.02% |
Reliance Industries Ltd. | 6.20% |
Kotak Mahindra Bank Ltd. | 2.82% |
Punjab National Bank | 2.80% |
Tata Steel Ltd. | 2.67% |
ITC Ltd. | 2.50% |
Biocon Ltd. | 2.27% |
Indus Towers Ltd. | 2.12% |
Dabur India Ltd. | 1.90% |
Bharat Petroleum Corporation Ltd. | 8.77% |
State Bank of India | 8.72% |
Hindalco Industries Ltd. | 8.66% |
Indian Oil Corporation Ltd. | 8.57% |
Oil And Natural Gas Corporation Ltd. | 7.53% |
Hindustan Petroleum Corporation Ltd. | 6.74% |
GAIL (India) Ltd. | 5.86% |
Bank Of Baroda | 3.99% |
Canara Bank | 3.99% |
Tata Motors Passenger Vehicles Ltd. | 3.77% |
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Start Date | - | - |
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Start Date
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Description | The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy. | 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 | 09 May 2005 | 29 Jul 2022 |
Description
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy.
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
09 May 2005
29 Jul 2022