Compare SBI Contra Fund vs Motilal Oswal BSE Enhanced Value Index Fund
SBI 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
₹500
₹500
Expense Ratio
1.61
1.14
NAV
₹417.67
₹27.07
Fund Started
09 May 2005
29 Jul 2022
Fund Size
₹45067.51 Cr
₹2131.66 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
-2.75%
-1.57%
3 Year
10.83%
18.97%
5 Year
13.33%
-
Equity
95.76%
99.99%
Cash
2.00%
0.01%
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.79% |
Reliance Industries Ltd. | 4.67% |
ICICI Bank Ltd. | 4.36% |
Biocon Ltd. | 3.29% |
Kotak Mahindra Bank Ltd. | 3.15% |
Nifty Bank | 2.93% |
Punjab National Bank | 2.91% |
Indus Towers Ltd. | 2.66% |
Nifty 50 | 2.52% |
Torrent Power Ltd. | 2.48% |
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
-
-
Start Date
-
-
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
