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

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

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

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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)	₹1513 Cr	₹1723 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	0.16%	-0.49%
6 Month	-0.84%	2.76%
1 Year	0.9%	3.84%
3 Year	9.67%	17.3%
5 Year	7.82%	14.23%

SIP Return Analysis

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	HSBC Focused Fund - Regular Growth
6 Month	0.95%	1.69%
1 Year	10.88%	12.92%
3 Year	5.71%	12.82%
5 Year	7.33%	13.72%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	HSBC Focused Fund - Regular Growth
1 Year	11.33%	15.02%
3 Year	12.43%	17.55%
5 Year	12.92%	19.53%

Risk Management

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	HSBC Focused Fund - Regular Growth
Standard Deviation	12.4%	12.6%
Sharp	0.3%	0.82%
Beta	1.13%	0.98%
Alpha	-7.01%	0.77%

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	38.36	17.22
Mid Cap	24.11	24.67
Large Cap	13.03	43.83
Small Cap	24.5	14.28

Sector Allocation

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	HSBC Focused Fund - Regular Growth
Others	3.44	6.89
Basic Materials	6.54	2.2
Healthcare	4.12	9.52
Technology	19.65	8.75
Consumer Cyclical	19.47	14.26
Industrials	13.17	15.68
Utilities	2.3	-
Financial Services	23.43	34.98
Communication Services	3.5	-
Consumer Defensive	4.38	4.9
Energy	-	2.82

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