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)	₹7620 Cr	₹1464 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	3.15%	2.4%
6 Month	12.4%	19.06%
1 Year	-0.93%	-16.51%
3 Year	14.81%	7.9%
5 Year	18.94%	13.17%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month	3.01%	3.64%
1 Year	9.17%	4.91%
3 Year	15.23%	7.13%
5 Year	14.73%	8.31%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year	12.63%	12.53%
3 Year	12.49%	12.59%
5 Year	13.73%	13.21%

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	0.69%	0.16%
Beta	0.91%	1.11%
Alpha	0.13%	-7.44%

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	12.95	15.9
Large Cap	77.58	3.09
Mid Cap	7.44	37.96
Small Cap	2.04	43.05

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	4.42	2.71
Energy	5.69	-
Technology	13.55	23.87
Industrials	6.28	16.72
Basic Materials	4.82	3.46
Financial Services	30.55	23.15
Healthcare	2.82	4.12
Consumer Cyclical	17.14	15.59
Consumer Defensive	4.32	4.48
Real Estate	2.4	2.01
Communication Services	4.62	1.26
Utilities	3.38	2.62