Motilal Oswal Focused 25 Fund (MOF25) vs Aditya Birla Sun Life Focused Equity Fund compare

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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

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Chart Comparison

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

Overview

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Fund	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹8211 Cr	₹1521 Cr
Min Investment	₹1000	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹500
Launch Date	24 Oct 2005	13 May 2013
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	45%	70%
Expense Ratio	1.82	2.15
Manager	Dhaval Joshi	Rakesh Shetty
ISIN Code	INF209K01462	INF247L01155
Exits Load	Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Motilal Oswal Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month	0.52%	-2.14%
6 Month	4.8%	1.46%
1 Year	6.96%	-5.69%
3 Year	16.28%	8.87%
5 Year	15.64%	9.09%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month	4.83%	-0.38%
1 Year	18.68%	10.87%
3 Year	16.11%	6.16%
5 Year	15.06%	7.53%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year	12.29%	11.43%
3 Year	12.71%	12.44%
5 Year	13.97%	12.99%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation	12.25%	12.4%
Sharp	0.79%	0.23%
Beta	0.91%	1.13%
Alpha	0.65%	-7.26%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Name	Dhaval Joshi	Rakesh Shetty
Total AUM	₹361932 Cr	₹33886 Cr
Funds Managed	55	19
	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	14.12	30.73
Large Cap	76.43	9.43
Mid Cap	7.91	28.92
Small Cap	1.54	30.92

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	3.88	4.28
Energy	6.31	-
Technology	14.14	21.29
Industrials	9.04	13.7
Basic Materials	4.39	9.79
Financial Services	29.85	22.79
Healthcare	2.58	3.47
Consumer Cyclical	15.22	14.59
Consumer Defensive	4.41	4.19
Real Estate	2.89	-
Communication Services	4.42	3.08
Utilities	2.87	2.82