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

Link copied to clipboard!

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Invest Now

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

Invest Now

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)	₹7649 Cr	₹1467 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	3.01%	0.66%
6 Month	6.84%	14.61%
1 Year	4.06%	-8.22%
3 Year	15.84%	8.51%
5 Year	17.83%	11.43%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month	4.72%	2.86%
1 Year	15.75%	13.01%
3 Year	16.13%	7.94%
5 Year	15.17%	8.68%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year	12.49%	12.17%
3 Year	12.57%	12.54%
5 Year	13.8%	13.15%

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%	1.12%
Alpha	0.09%	-7.79%

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
Large Cap	86.2	15.38
Mid Cap	11.16	46.15
Small Cap	1.84	38.45

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	4.1	6.8
Petroleum Products	5.9	-
IT - Software	13.64	5.61
Construction	4.15	-
Non - Ferrous Metals	3.13	-
Banks	20.43	-
Pharmaceuticals & Biotechnology	2.41	6.58
Automobiles	6.58	-
Insurance	3.36	-
Agricultural Food & other Products	1.86	-
Realty	2.78	-
Consumer Durables	4.4	6.82
Finance	5.24	10.52
Telecom - Services	4.24	-
Cement & Cement Products	2.06	-
Power	3.21	-
Transport Infrastructure	2.67	-
Retailing	6.48	4.23
Beverages	2.56	4.02
IT - Services	-	2.52
Electrical Equipment	-	13.58
Financial Technology (FINTECH)	-	1.55
Chemicals & Petrochemicals	-	3.22
Diversified Metals	-	1.02
Aerospace & Defense	-	4.28
Auto Components	-	10.36
Industrial Products	-	5.14
Capital Markets	-	4.04
Industrial Manufacturing	-	3.34
Financial Technology (Fintech)	-	6.35