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 | 1.74% | 6.75% |
6 Month | -0.53% | -8.16% |
1 Year | 8.2% | -3.54% |
3 Year | 19.7% | 13.44% |
5 Year | 21.67% | 15.41% |
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 | 7.31% | 10.96% |
1 Year | 7.89% | -1.14% |
3 Year | 17.25% | 8.7% |
5 Year | 16.37% | 9.75% |
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 | 12.74% | 13.09% |
3 Year | 12.42% | 12.57% |
5 Year | 13.62% | 13.03% |
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 | 0.83% | 0.4% |
Beta | 0.9% | 1.11% |
Alpha | -0.11% | -6.42% |
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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 | 2.82 | 1.7 |
Large Cap | 82.09 | 11.14 |
Mid Cap | 12.34 | 33.87 |
Small Cap | 1.96 | 53.3 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 2.82 | 1.7 |
Petroleum Products | 5.85 | - |
IT - Software | 11.91 | - |
Construction | 4.15 | - |
Non - Ferrous Metals | 2.59 | - |
Banks | 22.48 | - |
Pharmaceuticals & Biotechnology | 3.08 | 2.3 |
Automobiles | 7.36 | - |
Insurance | 5.66 | - |
Agricultural Food & other Products | 2.38 | - |
Realty | 2.74 | - |
Consumer Durables | 4.06 | 5.73 |
Finance | 5.02 | 20.25 |
Telecom - Services | 4.58 | - |
Cement & Cement Products | 1.97 | - |
Power | 3.65 | - |
Transport Infrastructure | 1.99 | 2.77 |
Retailing | 3.81 | - |
Beverages | 3.11 | 4.72 |
Healthcare | - | 3.7 |
Electrical Equipment | - | 9.65 |
Aerospace & Defense | - | 12.42 |
Chemicals & Petrochemicals | - | 2.88 |
Capital Goods | - | 6.65 |
Auto Components | - | 10.32 |
Industrial Products | - | 2.83 |
Capital Markets | - | 5.45 |
Industrial Manufacturing | - | 2.57 |
Financial Technology (Fintech) | - | 6.07 |
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