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) | ₹7354 Cr | ₹1504 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 | 2.04 |
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 | 8.57% | 8.41% |
6 Month | 4.77% | -8.61% |
1 Year | 15.92% | 0.27% |
3 Year | 19.65% | 12.83% |
5 Year | 23.4% | 15.89% |
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 | 2.26% | -5.6% |
1 Year | 0.22% | -25.21% |
3 Year | 15.33% | 1.01% |
5 Year | 15.37% | 5.29% |
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 | 12.97% | 13.81% |
3 Year | 12.3% | 12.65% |
5 Year | 13.39% | 12.9% |
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 | 0.7% | 0.18% |
Beta | 0.89% | 1.03% |
Alpha | 0.77% | -6.87% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 1 | 9.95 |
Large Cap | 83.9 | 9.23 |
Mid Cap | 12.69 | 26.22 |
Small Cap | 1.59 | 54.6 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 1 | 9.95 |
Petroleum Products | 5.48 | - |
IT - Software | 11.91 | 2.89 |
Construction | 4.48 | - |
Non - Ferrous Metals | 2.77 | - |
Banks | 21.84 | 1.79 |
Pharmaceuticals & Biotechnology | 3.01 | 5.09 |
Automobiles | 8.85 | 2.04 |
Insurance | 5.32 | - |
Agricultural Food & other Products | 2.42 | - |
Realty | 2.79 | - |
Consumer Durables | 4.14 | 5.39 |
Finance | 5.46 | 18.69 |
Telecom - Services | 5.22 | - |
Cement & Cement Products | 1.9 | - |
Power | 3.8 | - |
Transport Infrastructure | 1.99 | 2.55 |
Retailing | 3.85 | - |
Beverages | 2.95 | 4.58 |
Electrical Equipment | - | 12.27 |
Aerospace & Defense | - | 8.1 |
Chemicals & Petrochemicals | - | 2.42 |
Auto Components | - | 10.52 |
Leisure Services | - | 0.14 |
Industrial Products | - | 3.07 |
Capital Markets | - | 5.02 |
Financial Technology (Fintech) | - | 5.49 |
Top Comparisons
HDFC Ultra Short Term Fund - Growth Option
3Y Returns6.91%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns6.93%
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan
3Y Returns13.87%
Mirae Asset Equity allocator Fund Of Fund Regular Growth
3Y Returns19.6%
Kotak Equity Opportunities Fund - Growth
3Y Returns22.59%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns24.75%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns32.29%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns29%