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 | 1.48 | 1.09 |
NAV | ₹392.86 | ₹26.71 |
Fund Started | 09 May 2005 | 29 Jul 2022 |
Fund Size | ₹49837.52 Cr | ₹1181.37 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. |
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.48
1.09
NAV
₹392.86
₹26.71
Fund Started
09 May 2005
29 Jul 2022
Fund Size
₹49837.52 Cr
₹1181.37 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 | 1.18% | 8.45% |
3 Year | 19.19% | 30.08% |
5 Year | 23.83% | - |
1 Year
1.18%
8.45%
3 Year
19.19%
30.08%
5 Year
23.83%
-
Equity | 90.85% | 99.56% |
Cash | 4.68% | 0.45% |
Equity
90.85%
99.56%
Cash
4.68%
0.45%
Top 10 Holdings |
|
|
Top 10 Holdings
Nifty 50 | 10.06% |
HDFC Bank Ltd. | 8.18% |
Reliance Industries Ltd. | 6.20% |
Punjab National Bank | 2.83% |
Kotak Mahindra Bank Ltd. | 2.73% |
ITC Ltd. | 2.52% |
Tata Steel Ltd. | 2.50% |
Biocon Ltd. | 2.30% |
Indus Towers Ltd. | 2.03% |
Dabur India Ltd. | 1.96% |
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% |
Name | Dinesh Balachandran | Swapnil P Mayekar |
Start Date | 01 Dec 2024 | 18 Nov 2025 |
Name
Dinesh Balachandran
Swapnil P Mayekar
Start Date
01 Dec 2024
18 Nov 2025
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 |
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