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

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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tortoise-icon 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) ₹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 3.46% 0.57%
6 Month -1.78% -17.87%
1 Year 9.37% -9.37%
3 Year 15.47% 7.84%
5 Year 21.13% 12.75%

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 1.86% -4.94%
1 Year -0.34% -23.38%
3 Year 16.25% 2.95%
5 Year 16.21% 6.68%

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 0.46% 0.06%
Beta 0.89% 1.04%
Alpha -0.05% -6.15%

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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 1.63 13.92
Large Cap 84.34 6.78
Mid Cap 12.27 26.1
Small Cap 1.58 53.2

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

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

Others 1.63 12.23
Petroleum Products 5.47 -
IT - Software 12.04 -
Construction 4.3 -
Diversified FMCG 1.49 -
Non - Ferrous Metals 2.73 -
Banks 21.41 -
Pharmaceuticals & Biotechnology 2.93 -
Automobiles 9.16 -
Insurance 5.08 -
Agricultural Food & other Products 2.47 -
Realty 2.79 -
Consumer Durables 3.87 -
Finance 6.62 -
Telecom - Services 5.53 -
Cement & Cement Products 1.77 -
Power 3.77 -
Retailing 3.9 -
Beverages 2.86 -
Technology - 20.13
Healthcare - 3.35
Financial Services - 35.01
Industrials - 12.38
Consumer Cyclical - 13.18
Consumer Defensive - 3.73

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