Motilal Oswal Focused 25 Fund (MOF25) vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
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) | ₹8055 Cr | ₹1564 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 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Month | -3.59% | -1.38% |
6 Month | 6.03% | 6.42% |
1 Year | -0.17% | -11% |
3 Year | 16.05% | 10.66% |
5 Year | 19.02% | 13.76% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 2.86% | 10.83% |
1 Year | 3.82% | 4.23% |
3 Year | 15.7% | 9.59% |
5 Year | 15.48% | 10.23% |
Rolling Lumpsum Returns
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% |
Risk Management
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 | 1.12% | 0.53% |
Beta | 0.89% | 1.11% |
Alpha | 0.33% | -7.7% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 13.4 | 5.42 |
Large Cap | 75.86 | 8.56 |
Mid Cap | 8.69 | 37.14 |
Small Cap | 2.05 | 48.88 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 4.23 | 0.94 |
Energy | 5.89 | - |
Technology | 13.86 | 15.51 |
Industrials | 6.19 | 30.92 |
Basic Materials | 4.64 | 2.4 |
Financial Services | 31.19 | 26.75 |
Healthcare | 2.65 | 4.48 |
Consumer Cyclical | 16.8 | 12.59 |
Consumer Defensive | 4.2 | 4.41 |
Real Estate | 2.43 | 2 |
Communication Services | 4.66 | - |
Utilities | 3.25 | - |
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