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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 | 1.09 |
NAV | ₹154.04 | ₹26.32 |
Fund Started | 02 Jun 2005 | 29 Jul 2022 |
Fund Size | ₹5010.31 Cr | ₹1181.37 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
1.09
NAV
₹154.04
₹26.32
Fund Started
02 Jun 2005
29 Jul 2022
Fund Size
₹5010.31 Cr
₹1181.37 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 | 0.62% | 6.18% |
3 Year | 19.18% | 29.78% |
5 Year | 19.97% | - |
1 Year
0.62%
6.18%
3 Year
19.18%
29.78%
5 Year
19.97%
-
Holding Analysis
Equity | 97.99% | 99.56% |
Cash | 2.01% | 0.45% |
Equity
97.99%
99.56%
Cash
2.01%
0.45%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.89% |
ICICI Bank Ltd. | 4.85% |
State Bank of India | 3.71% |
Hero Motocorp Ltd. | 3.26% |
Infosys Ltd. | 3.22% |
Reliance Industries Ltd. | 3.15% |
Bharti Airtel Ltd. | 3.01% |
Maruti Suzuki India Ltd. | 2.88% |
Tech Mahindra Ltd. | 2.88% |
Shriram Finance Ltd | 2.68% |
Name | Assets |
|---|---|
State Bank of India | 8.93% |
Indian Oil Corporation Ltd. | 8.55% |
Bharat Petroleum Corporation Ltd. | 8.42% |
Hindalco Industries Ltd. | 8.12% |
Oil And Natural Gas Corporation Ltd. | 7.83% |
Hindustan Petroleum Corporation Ltd. | 6.34% |
GAIL (India) Ltd. | 6.16% |
Bank Of Baroda | 4.01% |
Canara Bank | 4.01% |
Tata Motors Passenger Vehicles Ltd. | 3.75% |
Fund Manager
Name | Shibani Sircar Kurian | Swapnil P Mayekar |
Start Date | 12 Feb 2024 | 18 Nov 2025 |
Name
Shibani Sircar Kurian
Swapnil P Mayekar
Start Date
12 Feb 2024
18 Nov 2025
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