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
1.5
1.23
NAV
₹404.34
₹28.38
Fund Started
09 May 2005
29 Jul 2022
Fund Size
₹47352.17 Cr
₹2101.87 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
-2.79%
13.65%
3 Year
14.37%
29.88%
5 Year
16.46%
-
Equity
90.76%
100.41%
Cash
3.93%
-0.41%
Top 10 Holdings
Nifty 50 | 7.64% |
HDFC Bank Ltd. | 6.59% |
Reliance Industries Ltd. | 5.35% |
Biocon Ltd. | 3.04% |
Tata Steel Ltd. | 2.98% |
ICICI Bank Ltd. | 2.93% |
Punjab National Bank | 2.68% |
Kotak Mahindra Bank Ltd. | 2.59% |
Torrent Power Ltd. | 2.56% |
Indus Towers Ltd. | 2.43% |
Oil And Natural Gas Corporation Ltd. | 8.75% |
Hindalco Industries Ltd. | 8.56% |
State Bank of India | 7.75% |
Tata Motors Passenger Vehicles Ltd. | 7.71% |
Coal India Ltd. | 7.36% |
Bharat Petroleum Corporation Ltd. | 6.90% |
Indian Oil Corporation Ltd. | 6.75% |
Power Finance Corporation Ltd. | 4.92% |
Hindustan Petroleum Corporation Ltd. | 4.28% |
GAIL (India) Ltd. | 4.18% |
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
