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Motilal Oswal Focused 25 Fund (MOF25) vs HSBC Focused Fund compare

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tortoise-icon Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

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tortoise-icon HSBC Focused Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
Fund Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1532 Cr ₹1708 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 13 May 2013 22 Jul 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 70% 95%
Expense Ratio 2.15 2.09
Manager Rakesh Shetty Cheenu Gupta
ISIN Code INF247L01155 INF336L01PE6
Exits Load Motilal Oswal Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
1 Month -0.45% 0.77%
6 Month 3.78% 6.62%
1 Year -3.53% 2.54%
3 Year 8.68% 15.9%
5 Year 10.43% 17.3%

SIP Return Analysis

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
6 Month 1.21% 0.41%
1 Year 10.66% 9.69%
3 Year 7.49% 13.82%
5 Year 8.53% 14.42%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
1 Year 11.54% 15.62%
3 Year 12.47% 17.65%
5 Year 13.04% 19.68%

Risk Management

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
Standard Deviation 12.4% 14.21%
Sharp 0.26% 0.67%
Beta 1.12% 0.99%
Alpha -7.5% 0.20%

Fund Managers

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
Name Rakesh Shetty Cheenu Gupta
Total AUM ₹33886 Cr ₹0 Cr
Funds Managed 19 9
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth

Market Cap

Scheme Name

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

HSBC Focused Fund - Regular Growth

Others 27.41 13.82
Small Cap 30.04 16.5
Mid Cap 34.55 25.07
Large Cap 8 44.6

Sector Allocation

Scheme Name

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

HSBC Focused Fund - Regular Growth

Others 7.48 5.53
Basic Materials 11.09 2.48
Communication Services 2.6 -
Healthcare 3.86 9.64
Industrials 8.42 16.53
Technology 27.63 8.09
Utilities 2.8 -
Consumer Cyclical 15.97 15.43
Financial Services 16.1 34.38
Consumer Defensive 4.06 4.94
Energy - 2.99

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