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 | ₹1531 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 | -1.18% | -4.73% |
6 Month | 12.53% | 17.16% |
1 Year | -3.02% | -17.06% |
3 Year | 16.68% | 7.92% |
5 Year | 22.17% | 11.88% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 1.79% | 0.26% |
1 Year | 4.67% | -4.54% |
3 Year | 14.09% | 4.77% |
5 Year | 16.66% | 7.26% |
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 | 0.97% | 0.35% |
Beta | 0.85% | 1.11% |
Alpha | 1.91% | -6.55% |
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 | 11.04 |
Large Cap | 78.39 | 3.1 |
Mid Cap | 11.24 | 37.09 |
Small Cap | 5.6 | 48.77 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 4.76 | 6.93 |
Energy | 5.37 | - |
Consumer Defensive | 4.3 | 4.35 |
Financial Services | 35 | 26.67 |
Healthcare | 8.78 | 4.11 |
Basic Materials | 4.32 | 2.43 |
Industrials | 9.72 | 22.55 |
Communication Services | 6.01 | - |
Technology | 5.13 | 17 |
Consumer Cyclical | 13.15 | 13.96 |
Real Estate | 3.47 | 2 |
Top Comparisons
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.35%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.33%
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.07%
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
3Y Returns6.98%
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
3Y Returns16.4%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.37%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns13.27%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns13.27%