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) | ₹23533 Cr | ₹1467 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 | 3.55% | 5.28% |
| 6 Month | 8.45% | 13.02% |
| 1 Year | 10.54% | -5.85% |
| 3 Year | 22.26% | 9.67% |
| 5 Year | 29.3% | 12.78% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | 3.58% | 2.21% |
| 1 Year | 16.87% | 11.49% |
| 3 Year | 21.09% | 8.02% |
| 5 Year | 22.86% | 8.84% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Year | 15.12% | 12.17% |
| 3 Year | 13.07% | 12.54% |
| 5 Year | 12.21% | 13.15% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Standard Deviation | 9.92% | 12.4% |
| Sharp | 1.44% | 0.23% |
| Beta | 0.73% | 1.12% |
| Alpha | 7.47% | -7.79% |
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 | 14.42 | 29.47 |
| Small Cap | 13.07 | 30.32 |
| Large Cap | 69.31 | 8.6 |
| Mid Cap | 3.2 | 31.61 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 11.95 | 11.8 |
| Financial Services | 38.99 | 9.56 |
| Real Estate | 2.47 | 0 |
| Industrials | 4.66 | 13.01 |
| Healthcare | 7.5 | 4 |
| Consumer Cyclical | 22.88 | 17.68 |
| Basic Materials | 2.65 | 6.82 |
| Communication Services | 2.39 | 2.52 |
| Utilities | 2.26 | 2.91 |
| Technology | 4.24 | 27.68 |
| Consumer Defensive | - | 4.02 |
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