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
1.51
1.06
NAV
₹371.95
₹27.84
Fund Started
09 May 2005
29 Jul 2022
Fund Size
₹48729.33 Cr
₹1748.84 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
6.80%
28.94%
3 Year
17.43%
32.42%
5 Year
19.00%
-
Equity
92.18%
99.67%
Cash
3.57%
0.33%
Top 10 Holdings
Nifty 50 | 9.91% |
HDFC Bank Ltd. | 7.71% |
Reliance Industries Ltd. | 5.65% |
Biocon Ltd. | 3.02% |
Punjab National Bank | 2.98% |
Tata Steel Ltd. | 2.94% |
Kotak Mahindra Bank Ltd. | 2.68% |
Indus Towers Ltd. | 2.31% |
ITC Ltd. | 2.05% |
Dabur India Ltd. | 1.96% |
State Bank of India | 9.86% |
Indian Oil Corporation Ltd. | 8.92% |
Hindalco Industries Ltd. | 8.36% |
Bharat Petroleum Corporation Ltd. | 8.14% |
Oil And Natural Gas Corporation Ltd. | 8.11% |
Hindustan Petroleum Corporation Ltd. | 5.48% |
GAIL (India) Ltd. | 5.34% |
Bank Of Baroda | 4.01% |
Canara Bank | 3.75% |
Tata Motors Passenger Vehicles Ltd. | 3.62% |
Name
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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
