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) | ₹1513 Cr | ₹2687 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 | -6.35% | -3.79% |
| 6 Month | -5.94% | -0.98% |
| 1 Year | 4.22% | 10.88% |
| 3 Year | 9.59% | 19.06% |
| 5 Year | 7.67% | 13.56% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -5.06% | -2.49% |
| 1 Year | -2.8% | -0.29% |
| 3 Year | 2.04% | 11.63% |
| 5 Year | 5.41% | 13.12% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.27% | 9.41% |
| 3 Year | 12.43% | 13.9% |
| 5 Year | 12.92% | 13.21% |
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 | 0.3% | 1% |
| Beta | 1.13% | 0.92% |
| Alpha | -7.01% | 3.11% |
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 | 38.36 | 19.2 |
| Mid Cap | 24.11 | 12.86 |
| Large Cap | 13.03 | 54.25 |
| Small Cap | 24.5 | 13.7 |
Sector Allocation
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.44 | 6.72 |
| Basic Materials | 6.54 | 5.49 |
| Healthcare | 4.12 | 7.47 |
| Technology | 19.65 | 11.34 |
| Consumer Cyclical | 19.47 | 5.67 |
| Industrials | 13.17 | 5.63 |
| Utilities | 2.3 | 1.78 |
| Financial Services | 23.43 | 41.96 |
| Communication Services | 3.5 | 4.36 |
| Consumer Defensive | 4.38 | 2.21 |
| Energy | - | 3.53 |
| Real Estate | - | 3.86 |
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