Motilal Oswal Focused 25 Fund (MOF25) vs 360 ONE Focused Equity Fund Regular compare
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
360 ONE Focused Fund Regular-Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Fund | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 360 ONE Focused Fund Regular-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1464 Cr | ₹7265 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 13 May 2013 | 24 Oct 2014 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 70% | % |
Expense Ratio | 2.15 | 1.78 |
Manager | Rakesh Shetty | Mayur Patel |
ISIN Code | INF247L01155 | INF579M01878 |
Exits Load | Motilal Oswal Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 360 ONE Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Month | 4.67% | 3.77% |
6 Month | 22.11% | 12.32% |
1 Year | -14.09% | -4.6% |
3 Year | 9.6% | 16.58% |
5 Year | 13.44% | 20.51% |
SIP Return Analysis
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
6 Month | 3.64% | 3.13% |
1 Year | 4.91% | 8.46% |
3 Year | 7.13% | 13.93% |
5 Year | 8.31% | 15.22% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Year | 12.53% | 14.63% |
3 Year | 12.59% | 16.5% |
5 Year | 13.21% | 17.91% |
Risk Management
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Standard Deviation | 12.4% | 12.28% |
Sharp | 0.16% | 0.68% |
Beta | 1.11% | 0.87% |
Alpha | -7.44% | 1.45% |
Fund Managers
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Name | Rakesh Shetty | Mayur Patel |
Total AUM | ₹33886 Cr | ₹6984 Cr |
Funds Managed | 19 | 3 |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 360 ONE Focused Fund Regular-Growth |
Market Cap
Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 15.9 | 11.82 |
Small Cap | 43.05 | 12.67 |
Mid Cap | 37.96 | 9.34 |
Large Cap | 3.09 | 66.17 |
Sector Allocation
Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 2.71 | 4.84 |
Basic Materials | 3.46 | 4.95 |
Communication Services | 1.26 | 10.13 |
Healthcare | 4.12 | 5.25 |
Industrials | 16.72 | 17.99 |
Technology | 23.87 | 7.48 |
Financial Services | 23.15 | 30.17 |
Utilities | 2.62 | 0 |
Consumer Cyclical | 15.59 | 17.26 |
Real Estate | 2.01 | - |
Consumer Defensive | 4.48 | - |
Energy | - | 1.93 |
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