Compare UTI Nifty 500 Value 50 Index Fund vs SBI Contra Fund
Fund Details
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.03 | 1.52 |
NAV | ₹18.53 | ₹371.26 |
Fund Started | 26 Apr 2023 | 09 May 2005 |
Fund Size | ₹494.20 Cr | ₹40486.05 Cr |
Exit Load | - | Exit load of 1% if redeemed within 1 year |
Returns
1 Year | 42.25% | 31.44% |
3 Year | - | 21.33% |
5 Year | - | 29.58% |
Holding Analysis
Equity | 100.18% | 87.20% |
Cash | -0.18% | 7.32% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Sharwan Kumar Goyal | Dinesh Balachandran |
Start Date | 02 Jul 2018 | 04 May 2018 |
About Fund
Description | 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. | 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. |
Launch Date | 26 Apr 2023 | 09 May 2005 |
