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 | ₹2571 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 | 1.53% | 0.91% |
| 6 Month | 13.74% | 4.94% |
| 1 Year | -7.48% | 2.43% |
| 3 Year | 8.7% | 16.6% |
| 5 Year | 11.66% | 17.24% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.74% | 1.66% |
| 1 Year | 13.47% | 9.67% |
| 3 Year | 7.5% | 15.74% |
| 5 Year | 8.34% | 14.87% |
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 | 27.41 | 20.98 |
| Small Cap | 30.04 | 17.47 |
| Mid Cap | 34.55 | 12.43 |
| Large Cap | 8 | 49.12 |
Sector Allocation
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.48 | 7.86 |
| Basic Materials | 11.09 | 5.72 |
| Communication Services | 2.6 | 3.2 |
| Healthcare | 3.86 | 8.28 |
| Industrials | 8.42 | 6.11 |
| Technology | 27.63 | 11.41 |
| Utilities | 2.8 | 1.9 |
| Consumer Cyclical | 15.97 | 6.39 |
| Financial Services | 16.1 | 39.94 |
| Consumer Defensive | 4.06 | 2 |
| Energy | - | 3.81 |
| Real Estate | - | 3.38 |
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