Motilal Oswal Focused 25 Fund (MOF25) vs 360 ONE Focused Equity Fund Regular compare

Motilal Oswal Focused 25 Fund (MOF25) vs 360 ONE Focused Equity Fund Regular compare

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Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

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360 ONE Focused Fund Regular-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1513 Cr	₹7229 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	-4.52%	-2.92%
6 Month	-2.9%	-1.48%
1 Year	7.43%	7.94%
3 Year	10.3%	15.43%
5 Year	8.37%	15.02%

SIP Return Analysis

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	360 ONE Focused Fund Regular-Growth
6 Month	-5.06%	-4.64%
1 Year	-2.8%	-5.29%
3 Year	2.04%	6.65%
5 Year	5.41%	10.92%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	360 ONE Focused Fund Regular-Growth
1 Year	11.27%	13.09%
3 Year	12.43%	16.32%
5 Year	12.92%	18.08%

Risk Management

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	360 ONE Focused Fund Regular-Growth
Standard Deviation	12.4%	12.65%
Sharp	0.3%	0.84%
Beta	1.13%	0.87%
Alpha	-7.01%	0.44%

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	38.36	19.3
Mid Cap	24.11	10.52
Large Cap	13.03	62.46
Small Cap	24.5	7.73

Sector Allocation

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	360 ONE Focused Fund Regular-Growth
Others	3.44	4.43
Basic Materials	6.54	4.5
Healthcare	4.12	2.15
Technology	19.65	7.85
Consumer Cyclical	19.47	18.48
Industrials	13.17	15.87
Utilities	2.3	-
Financial Services	23.43	31.83
Communication Services	3.5	11.55
Consumer Defensive	4.38	1.36
Energy	-	1.99

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