Motilal Oswal Focused 25 Fund (MOF25) vs HDFC Focused 30 Fund compare
HDFC Focused 30 Fund - GROWTH PLAN
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Fund | HDFC Focused 30 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) | ₹15688 Cr | ₹1504 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 17 Sep 2004 | 13 May 2013 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.96% | 70% |
Expense Ratio | 1.67 | 2.04 |
Manager | Dhruv Muchhal | Rakesh Shetty |
ISIN Code | INF179K01574 | INF247L01155 |
Exits Load | HDFC Focused 30 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 | HDFC Focused 30 Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Month | 3.51% | 0.57% |
6 Month | 1.94% | -17.87% |
1 Year | 15.59% | -9.37% |
3 Year | 23.58% | 7.84% |
5 Year | 29.7% | 12.75% |
SIP Return Analysis
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 4.06% | -4.94% |
1 Year | 6.97% | -23.38% |
3 Year | 23.34% | 2.95% |
5 Year | 25.49% | 6.68% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Year | 16.01% | 13.81% |
3 Year | 12.6% | 12.65% |
5 Year | 11.81% | 12.9% |
Risk Management
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Standard Deviation | 11.245% | 12.4% |
Sharp | 1.3% | 0.06% |
Beta | 0.756% | 1.04% |
Alpha | 9.571% | -6.15% |
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Fund Managers
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Name | Dhruv Muchhal | Rakesh Shetty |
Total AUM | ₹520687 Cr | ₹33886 Cr |
Funds Managed | 40 | 19 |
HDFC Focused 30 Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Market Cap
Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 16.06 | 13.92 |
Small Cap | 13.92 | 53.2 |
Large Cap | 66.22 | 6.78 |
Mid Cap | 3.81 | 26.1 |
Sector Allocation
Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 13.91 | 12.23 |
Communication Services | 3.65 | - |
Financial Services | 39.06 | 35.01 |
Industrials | 3.31 | 12.38 |
Healthcare | 10.65 | 3.35 |
Consumer Cyclical | 20.08 | 13.18 |
Basic Materials | 2.77 | - |
Technology | 4.43 | 20.13 |
Real Estate | 2.12 | - |
Consumer Defensive | 0 | 3.73 |
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