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) | ₹1532 Cr | ₹7448 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 | -0.91% | -0.81% |
| 6 Month | -0.08% | 1.5% |
| 1 Year | -7.68% | -0.45% |
| 3 Year | 8.06% | 14.62% |
| 5 Year | 9.85% | 17.05% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 1.53% | 1.59% |
| 1 Year | 12.29% | 9.61% |
| 3 Year | 6.35% | 11.67% |
| 5 Year | 7.65% | 13.65% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 11.53% | 13.38% |
| 3 Year | 12.45% | 16.38% |
| 5 Year | 13.03% | 18.17% |
Risk Management
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.4% | 12.02% |
| Sharp | 0.23% | 0.74% |
| Beta | 1.13% | 0.87% |
| Alpha | -7.26% | 0.72% |
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 | 2.7 | 13.5 |
| Small Cap | 39.48 | 11.38 |
| Mid Cap | 50.12 | 10.23 |
| Large Cap | 7.71 | 64.89 |
Sector Allocation
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 2.7 | 5.55 |
| Pharmaceuticals & Biotechnology | 7.35 | - |
| IT - Services | 2.6 | - |
| Financial Technology (Fintech) | 7.79 | - |
| IT - Software | 6.07 | - |
| Chemicals & Petrochemicals | 2.95 | - |
| Electrical Equipment | 10.13 | - |
| Diversified Metals | 2.53 | - |
| Aerospace & Defense | 2.98 | - |
| Finance | 13.05 | - |
| Consumer Durables | 9.02 | - |
| Auto Components | 5.69 | - |
| Industrial Products | 7.56 | - |
| Retailing | 4.65 | - |
| Capital Markets | 4.59 | - |
| Industrial Manufacturing | 3.04 | - |
| Beverages | 4.06 | - |
| Banks | 3.25 | - |
| Communication Services | - | 10.7 |
| Technology | - | 6.85 |
| Industrials | - | 19.67 |
| Financial Services | - | 34.17 |
| Healthcare | - | 3.31 |
| Consumer Cyclical | - | 12.95 |
| Energy | - | 2.12 |
| Basic Materials | - | 4.67 |
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