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Compare Kotak 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 | 1.84 | 1.1 |
NAV | ₹154.67 | ₹27.30 |
Fund Started | 02 Jun 2005 | 29 Jul 2022 |
Fund Size | ₹4921.24 Cr | ₹1037.84 Cr |
Exit Load | Exit load of 1% if redeemed within 90 days. | 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
1.84
1.1
NAV
₹154.67
₹27.30
Fund Started
02 Jun 2005
29 Jul 2022
Fund Size
₹4921.24 Cr
₹1037.84 Cr
Exit Load
Exit load of 1% if redeemed within 90 days.
Exit Load: 1%- If redeemed on or before 15 days from the date of allotment.
Returns
1 Year | 7.61% | 18.55% |
3 Year | 20.58% | 34.07% |
5 Year | 21.79% | - |
1 Year
7.61%
18.55%
3 Year
20.58%
34.07%
5 Year
21.79%
-
Holding Analysis
Equity | 97.51% | 100.27% |
Cash | 2.49% | -0.27% |
Equity
97.51%
100.27%
Cash
2.49%
-0.27%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.87% |
ICICI Bank Ltd. | 4.78% |
State Bank of India | 3.61% |
Infosys Ltd. | 3.19% |
Reliance Industries Ltd. | 3.04% |
Maruti Suzuki India Ltd. | 2.99% |
Bharti Airtel Ltd. | 2.99% |
Hero Motocorp Ltd. | 2.98% |
Swiggy Ltd. | 2.67% |
Tech Mahindra Ltd. | 2.64% |
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 | Shibani Sircar Kurian | Swapnil P Mayekar |
Start Date | 09 May 2019 | 15 Jun 2023 |
Name
Shibani Sircar Kurian
Swapnil P Mayekar
Start Date
09 May 2019
15 Jun 2023
About Fund
Description | The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued. | 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 | 02 Jun 2005 | 29 Jul 2022 |
Description
The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.
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
02 Jun 2005
29 Jul 2022