Compare SBI Contra Fund vs UTI Nifty 500 Value 50 Index Fund
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.5
1.15
NAV
₹404.34
₹22.87
Fund Started
09 May 2005
26 Apr 2023
Fund Size
₹47352.17 Cr
₹722.29 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.
-
1 Year
-2.79%
19.66%
3 Year
14.37%
30.59%
5 Year
16.46%
-
Equity
90.76%
100.11%
Cash
3.93%
-0.11%
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. | 5.90% |
Tata Steel Ltd. | 5.77% |
NTPC Ltd. | 5.69% |
Power Grid Corporation Of India Ltd. | 5.54% |
Coal India Ltd. | 5.53% |
Hindalco Industries Ltd. | 5.49% |
State Bank of India | 5.11% |
Grasim Industries Ltd. | 4.58% |
Tata Motors Passenger Vehicles Ltd. | 4.40% |
Power Finance Corporation Ltd. | 3.29% |
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, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.
Launch Date
09 May 2005
26 Apr 2023
