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) | ₹26230 Cr | ₹1521 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 | -1.26% | -0.33% |
| 6 Month | 2.68% | 2.45% |
| 1 Year | 10.43% | -2.26% |
| 3 Year | 21.17% | 9.99% |
| 5 Year | 24.36% | 9.44% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | 1.61% | 2.51% |
| 1 Year | 11.99% | 14.57% |
| 3 Year | 18.1% | 7.15% |
| 5 Year | 20.82% | 8.3% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Year | 14.87% | 11.43% |
| 3 Year | 13.34% | 12.44% |
| 5 Year | 12.39% | 12.99% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Standard Deviation | 9.72% | 17.51% |
| Sharp | 1.31% | 0.18% |
| Beta | 0.72% | 1.13% |
| Alpha | 6.50% | -6.64% |
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 | 15.92 | 30.73 |
| Small Cap | 11.69 | 30.92 |
| Large Cap | 68.6 | 9.43 |
| Mid Cap | 3.78 | 28.92 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 14.07 | 4.28 |
| Financial Services | 40.05 | 22.79 |
| Industrials | 5.1 | 13.7 |
| Healthcare | 6.7 | 3.47 |
| Consumer Cyclical | 20.38 | 14.59 |
| Basic Materials | 2.05 | 9.79 |
| Real Estate | 1.86 | - |
| Communication Services | 2.4 | 3.08 |
| Utilities | 2.78 | 2.82 |
| Technology | 4.61 | 21.29 |
| Consumer Defensive | - | 4.19 |
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