Motilal Oswal Focused 25 Fund (MOF25) vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Fund | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹20868 Cr | ₹1531 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 | 2.15 |
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 Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Month | -0.94% | -4.84% |
6 Month | 10.54% | 12.79% |
1 Year | 9.22% | -9.46% |
3 Year | 22.2% | 8.42% |
5 Year | 27.37% | 13.08% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 3.86% | 6.46% |
1 Year | 7.91% | -4.67% |
3 Year | 19.77% | 5.43% |
5 Year | 22.61% | 7.52% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Year | 15.45% | 12.53% |
3 Year | 12.91% | 12.59% |
5 Year | 12.12% | 13.21% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Standard Deviation | 10.15% | 12.4% |
Sharp | 1.51% | 0.35% |
Beta | 0.73% | 1.11% |
Alpha | 7.98% | -6.55% |
Fund Managers
Scheme Name | HDFC Focused 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 Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Market Cap
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 14.69 | 11.04 |
Small Cap | 13.81 | 48.77 |
Large Cap | 68.25 | 3.1 |
Mid Cap | 3.25 | 37.09 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 11.94 | 6.93 |
Financial Services | 39.52 | 26.67 |
Real Estate | 2.76 | 2 |
Industrials | 4.51 | 22.55 |
Healthcare | 8.01 | 4.11 |
Consumer Cyclical | 23.11 | 13.96 |
Basic Materials | 2.8 | 2.43 |
Communication Services | 2.68 | - |
Utilities | 0.58 | - |
Technology | 4.1 | 17 |
Consumer Defensive | - | 4.35 |
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