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

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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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)	₹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	4.84%	3.59%
6 Month	7.35%	14.16%
1 Year	5.98%	-5.61%
3 Year	16.15%	9%
5 Year	19.15%	12.77%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month	-0.54%	-0.31%
1 Year	4.91%	6.91%
3 Year	12.55%	5.87%
5 Year	13.11%	7.43%

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	12.32%	17.51%
Sharp	0.75%	0.21%
Beta	0.91%	1.12%
Alpha	0.67%	-6.97%

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
Others	13.75	29.47
Large Cap	76.87	8.6
Mid Cap	7.54	31.61
Small Cap	1.84	30.32

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	4.88	11.8
Energy	5.9	-
Technology	13.64	27.68
Industrials	6.82	13.01
Basic Materials	5.19	6.82
Financial Services	29.04	9.56
Healthcare	2.41	4
Consumer Cyclical	17.47	17.68
Consumer Defensive	4.42	4.02
Real Estate	2.78	0
Communication Services	4.24	2.52
Utilities	3.21	2.91