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Compare Invesco India Contra Fund vs Motilal Oswal BSE Enhanced Value Index Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.63 | 1.09 |
NAV | ₹136.89 | ₹26.35 |
Fund Started | 15 Feb 2007 | 29 Jul 2022 |
Fund Size | ₹20596.62 Cr | ₹1181.37 Cr |
Exit Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. | Exit Load: 1%- If redeemed on or before 15 days from the date of allotment. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.63
1.09
NAV
₹136.89
₹26.35
Fund Started
15 Feb 2007
29 Jul 2022
Fund Size
₹20596.62 Cr
₹1181.37 Cr
Exit Load
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Exit Load: 1%- If redeemed on or before 15 days from the date of allotment.
Returns
1 Year | -1.06% | 6.02% |
3 Year | 18.33% | 29.17% |
5 Year | 18.89% | - |
1 Year
-1.06%
6.02%
3 Year
18.33%
29.17%
5 Year
18.89%
-
Holding Analysis
Equity | 98.73% | 100.27% |
Cash | 1.27% | -0.27% |
Equity
98.73%
100.27%
Cash
1.27%
-0.27%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.29% |
ICICI Bank Ltd. | 6.05% |
Infosys Ltd. | 4.66% |
Mahindra & Mahindra Ltd. | 3.84% |
Larsen & Toubro Ltd. | 3.80% |
Axis Bank Ltd. | 3.18% |
Eternal Ltd. | 2.81% |
Apollo Hospitals Enterprise Ltd. | 2.71% |
Cholamandalam Investment and Finance Company Ltd. | 2.45% |
Coforge Ltd. | 2.20% |
Name | Assets |
|---|---|
Indian Oil Corporation Ltd. | 8.52% |
State Bank of India | 8.30% |
Hindalco Industries Ltd. | 8.27% |
Bharat Petroleum Corporation Ltd. | 8.14% |
Oil And Natural Gas Corporation Ltd. | 7.99% |
Hindustan Petroleum Corporation Ltd. | 6.41% |
GAIL (India) Ltd. | 6.21% |
Tata Motors Passenger Vehicles Ltd. | 4.19% |
Bank Of Baroda | 3.75% |
Canara Bank | 3.52% |
Fund Manager
Name | Amit Ganatra | Swapnil P Mayekar |
Start Date | 03 Oct 2025 | 18 Nov 2025 |
Name
Amit Ganatra
Swapnil P Mayekar
Start Date
03 Oct 2025
18 Nov 2025
About Fund
Description | The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing. | 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 | 15 Feb 2007 | 29 Jul 2022 |
Description
The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.
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
15 Feb 2007
29 Jul 2022