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) | ₹1532 Cr | ₹2638 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 | -0.91% | 2.02% |
| 6 Month | -0.08% | 5.12% |
| 1 Year | -7.68% | 4.39% |
| 3 Year | 8.06% | 18.06% |
| 5 Year | 9.85% | 16.04% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.53% | 4.33% |
| 1 Year | 12.29% | 15.66% |
| 3 Year | 6.35% | 16.94% |
| 5 Year | 7.65% | 15.67% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.53% | 9.63% |
| 3 Year | 12.45% | 13.75% |
| 5 Year | 13.03% | 13.13% |
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 | 0.23% | 0.89% |
| Beta | 1.13% | 0.94% |
| Alpha | -7.26% | 2.58% |
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 | 30.73 | 18.71 |
| Small Cap | 30.92 | 16.72 |
| Mid Cap | 28.92 | 12.14 |
| Large Cap | 9.43 | 52.43 |
Sector Allocation
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.28 | 7.61 |
| Basic Materials | 9.79 | 5.16 |
| Communication Services | 3.08 | 4.01 |
| Healthcare | 3.47 | 7.7 |
| Technology | 21.29 | 11.39 |
| Industrials | 13.7 | 6.39 |
| Utilities | 2.82 | 1.92 |
| Financial Services | 22.79 | 40.34 |
| Consumer Cyclical | 14.59 | 5.95 |
| Consumer Defensive | 4.19 | 2.07 |
| Energy | - | 3.9 |
| Real Estate | - | 3.57 |
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