Motilal Oswal Focused 25 Fund (MOF25) vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11553 Cr | ₹1504 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 26 Jul 2007 | 13 May 2013 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.24% | 70% |
Expense Ratio | 1.78 | 2.04 |
Manager | Sandeep Manam | Rakesh Shetty |
ISIN Code | INF090I01981 | INF247L01155 |
Exits Load | Franklin India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Month | 1.65% | 6.75% |
6 Month | -2.82% | -8.16% |
1 Year | 2.68% | -3.54% |
3 Year | 20.83% | 13.44% |
5 Year | 24.68% | 15.41% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 6.46% | 10.96% |
1 Year | 3.55% | -1.14% |
3 Year | 15.93% | 8.7% |
5 Year | 18.13% | 9.75% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Year | 12.44% | 13.09% |
3 Year | 15.33% | 12.57% |
5 Year | 17.24% | 13.03% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Standard Deviation | 11.81% | 12.4% |
Sharp | 0.95% | 0.4% |
Beta | 0.88% | 1.11% |
Alpha | 1.7% | -6.42% |
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Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Name | Sandeep Manam | Rakesh Shetty |
Total AUM | ₹74256 Cr | ₹33886 Cr |
Funds Managed | 20 | 19 |
Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 5.86 | 1.7 |
Large Cap | 79.22 | 11.14 |
Mid Cap | 10.19 | 33.87 |
Small Cap | 4.74 | 53.3 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 5.86 | 1.7 |
Petroleum Products | 5.4 | - |
IT - Software | 6.3 | - |
Personal Products | 1.34 | - |
Diversified FMCG | 2.79 | - |
Banks | 30.95 | - |
Pharmaceuticals & Biotechnology | 9.43 | 2.3 |
Ferrous Metals | 2.93 | - |
Transport Services | 3.69 | - |
Chemicals & Petrochemicals | 1.24 | 2.88 |
Industrial Products | 3.29 | 2.83 |
Consumer Durables | 0.49 | 5.73 |
Telecom - Services | 6.08 | - |
Financial Technology (Fintech) | 2.44 | 6.07 |
Automobiles | 3.58 | - |
Realty | 2.97 | - |
Retailing | 5.54 | - |
Auto Components | 0.22 | 10.32 |
Insurance | 2.8 | - |
Leisure Services | 2.67 | - |
Healthcare | - | 3.7 |
Electrical Equipment | - | 9.65 |
Aerospace & Defense | - | 12.42 |
Capital Goods | - | 6.65 |
Transport Infrastructure | - | 2.77 |
Finance | - | 20.25 |
Capital Markets | - | 5.45 |
Industrial Manufacturing | - | 2.57 |
Beverages | - | 4.72 |
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