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) | ₹1467 Cr | ₹2513 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 | -0.36% | -0.41% |
6 Month | 13.79% | 5.89% |
1 Year | -10.78% | 0.18% |
3 Year | 10.11% | 18.23% |
5 Year | 12.73% | 18.14% |
SIP Return Analysis
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.01% | 1.34% |
1 Year | 10.82% | 9.28% |
3 Year | 7.59% | 16.36% |
5 Year | 8.5% | 15.23% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.17% | 9.86% |
3 Year | 12.54% | 13.48% |
5 Year | 13.15% | 12.95% |
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% | 0.81% |
Beta | 1.12% | 0.92% |
Alpha | -7.79% | 1.13% |
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 | 29.47 | 20.98 |
Small Cap | 30.32 | 17.47 |
Mid Cap | 31.61 | 12.43 |
Large Cap | 8.6 | 49.12 |
Sector Allocation
Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 11.8 | 7.86 |
Basic Materials | 6.82 | 5.72 |
Communication Services | 2.52 | 3.2 |
Healthcare | 4 | 8.28 |
Industrials | 13.01 | 6.11 |
Technology | 27.68 | 11.41 |
Financial Services | 9.56 | 39.94 |
Utilities | 2.91 | 1.9 |
Consumer Cyclical | 17.68 | 6.39 |
Real Estate | 0 | 3.38 |
Consumer Defensive | 4.02 | 2 |
Energy | - | 3.81 |
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