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) | ₹12421 Cr | ₹1464 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 | 2.15 |
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 | 1.79% | 1.3% |
6 Month | 14.19% | 18.05% |
1 Year | -1.03% | -16.1% |
3 Year | 15.87% | 7.96% |
5 Year | 24.36% | 13.08% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 3.93% | 4.04% |
1 Year | 7.52% | -0.78% |
3 Year | 14.51% | 5.34% |
5 Year | 16.56% | 7.39% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Year | 12.17% | 12.53% |
3 Year | 15.53% | 12.59% |
5 Year | 17.45% | 13.21% |
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 | 0.83% | 0.16% |
Beta | 0.85% | 1.11% |
Alpha | 2.01% | -7.44% |
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 | 4.76 | 15.9 |
Large Cap | 78.39 | 3.09 |
Mid Cap | 11.24 | 37.96 |
Small Cap | 5.6 | 43.05 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 4.76 | 2.71 |
Energy | 5.37 | - |
Consumer Defensive | 4.3 | 4.48 |
Financial Services | 35 | 23.15 |
Healthcare | 8.78 | 4.12 |
Basic Materials | 4.32 | 3.46 |
Industrials | 9.72 | 16.72 |
Communication Services | 6.01 | 1.26 |
Technology | 5.13 | 23.87 |
Consumer Cyclical | 13.15 | 15.59 |
Real Estate | 3.47 | 2.01 |
Utilities | - | 2.62 |
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