Motilal Oswal Focused 25 Fund (MOF25) vs DSP Focus Fund compare
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1531 Cr | ₹2595 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 13 May 2013 | 10 Jun 2010 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 70% | 31% |
Expense Ratio | 2.15 | 2.04 |
Manager | Rakesh Shetty | Vinit Sambre |
ISIN Code | INF247L01155 | INF740K01532 |
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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | -4.84% | -4.25% |
6 Month | 12.79% | 7.17% |
1 Year | -9.46% | 1.15% |
3 Year | 8.42% | 15.97% |
5 Year | 13.08% | 18.12% |
SIP Return Analysis
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.37% | -0.41% |
1 Year | -4.26% | -0.78% |
3 Year | 5.65% | 15.14% |
5 Year | 7.69% | 14.68% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.53% | 10.15% |
3 Year | 12.59% | 13.28% |
5 Year | 13.21% | 12.78% |
Risk Management
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.4% | 14.04% |
Sharp | 0.35% | 0.94% |
Beta | 1.11% | 0.89% |
Alpha | -6.55% | 2.32% |
Fund Managers
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Rakesh Shetty | Vinit Sambre |
Total AUM | ₹33886 Cr | ₹31142 Cr |
Funds Managed | 19 | 3 |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 11.04 | 20.95 |
Mid Cap | 37.09 | 13.55 |
Large Cap | 3.1 | 46.86 |
Small Cap | 48.77 | 18.64 |
Sector Allocation
Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 6.93 | 8.13 |
Healthcare | 4.11 | 9.2 |
Industrials | 22.55 | 5.82 |
Basic Materials | 2.43 | 7.67 |
Technology | 17 | 12.42 |
Financial Services | 26.67 | 35.46 |
Consumer Cyclical | 13.96 | 6.95 |
Real Estate | 2 | 3.2 |
Consumer Defensive | 4.35 | 2.38 |
Energy | - | 3.66 |
Utilities | - | 1.9 |
Communication Services | - | 3.23 |
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