Motilal Oswal Focused 25 Fund (MOF25) vs Canara Robeco Focused Equity Fund compare
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1467 Cr | ₹2749 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 13 May 2013 | 17 May 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 70% | 37% |
| Expense Ratio | 2.15 | 1.96 |
| Manager | Rakesh Shetty | Shridatta Bhandwaldar |
| ISIN Code | INF247L01155 | INF760K01JT0 |
| Exits Load | Motilal Oswal Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Canara Robeco Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.88% | 1.73% |
| 6 Month | 10.72% | 9.87% |
| 1 Year | -7.25% | 7.68% |
| 3 Year | 9.95% | 18.14% |
| 5 Year | 12.48% | - |
SIP Return Analysis
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.59% | 3.81% |
| 1 Year | 9.74% | 16.54% |
| 3 Year | 7.6% | 18.28% |
| 5 Year | 8.59% | - |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.17% | 13.05% |
| 3 Year | 12.54% | 17.75% |
| 5 Year | 13.15% | - |
Risk Management
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.4% | 12.22% |
| Sharp | 0.23% | 0.86% |
| Beta | 1.12% | 0.89% |
| Alpha | -7.79% | 2.13% |
Fund Managers
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rakesh Shetty | Shridatta Bhandwaldar |
| Total AUM | ₹33886 Cr | ₹69491 Cr |
| Funds Managed | 19 | 12 |
| Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.47 | 13.29 |
| Small Cap | 30.32 | 1.54 |
| Mid Cap | 31.61 | 14.21 |
| Large Cap | 8.6 | 70.96 |
Sector Allocation
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.8 | 5.41 |
| Basic Materials | 6.82 | 4.25 |
| Communication Services | 2.52 | 4.91 |
| Healthcare | 4 | 13.06 |
| Industrials | 13.01 | 13.33 |
| Technology | 27.68 | 4.62 |
| Financial Services | 9.56 | 27.4 |
| Utilities | 2.91 | - |
| Consumer Cyclical | 17.68 | 17.58 |
| Real Estate | 0 | - |
| Consumer Defensive | 4.02 | 4.82 |
| Energy | - | 4.61 |
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