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 | 4.82% | 0.57% |
6 Month | -1.64% | -17.87% |
1 Year | 6.23% | -9.37% |
3 Year | 17.54% | 7.84% |
5 Year | 25.6% | 12.76% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 1.11% | -4.94% |
1 Year | -4.33% | -23.38% |
3 Year | 15.45% | 2.95% |
5 Year | 18.47% | 6.68% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Year | 12.63% | 13.81% |
3 Year | 15.24% | 12.65% |
5 Year | 17.1% | 12.9% |
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 | 0.58% | 0.06% |
Beta | 0.87% | 1.04% |
Alpha | 1.68% | -6.15% |
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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 | 4.35 | 13.92 |
Large Cap | 78.62 | 6.78 |
Mid Cap | 12.48 | 26.1 |
Small Cap | 4.55 | 53.2 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 4.35 | 12.23 |
Energy | 5.06 | - |
Technology | 7.26 | 20.13 |
Basic Materials | 6.06 | - |
Consumer Defensive | 4.2 | 3.73 |
Financial Services | 35.09 | 35.01 |
Healthcare | 9.19 | 3.35 |
Industrials | 7.37 | 12.38 |
Communication Services | 5.61 | - |
Consumer Cyclical | 12.84 | 13.18 |
Real Estate | 2.96 | - |
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