Motilal Oswal Focused 25 Fund (MOF25) vs HSBC Focused Fund compare
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
HSBC Focused Fund - Regular Growth
Chart Comparison
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) | ₹1521 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 | -0.33% | 0.63% |
| 6 Month | 2.45% | 3.07% |
| 1 Year | -2.26% | 1.91% |
| 3 Year | 9.99% | 17.45% |
| 5 Year | 9.44% | 15.97% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.51% | 3.12% |
| 1 Year | 14.57% | 15.81% |
| 3 Year | 7.15% | 14.25% |
| 5 Year | 8.3% | 14.71% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.43% | 15.34% |
| 3 Year | 12.44% | 17.56% |
| 5 Year | 12.99% | 19.61% |
Risk Management
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.4% | 14.19% |
| Sharp | 0.23% | 0.64% |
| Beta | 1.13% | 0.99% |
| Alpha | -7.26% | 0.55% |
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 | 30.73 | 17.22 |
| Small Cap | 30.92 | 14.28 |
| Mid Cap | 28.92 | 24.67 |
| Large Cap | 9.43 | 43.83 |
Sector Allocation
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.28 | 6.89 |
| Basic Materials | 9.79 | 2.2 |
| Communication Services | 3.08 | - |
| Healthcare | 3.47 | 9.52 |
| Technology | 21.29 | 8.75 |
| Industrials | 13.7 | 15.68 |
| Utilities | 2.82 | - |
| Financial Services | 22.79 | 34.98 |
| Consumer Cyclical | 14.59 | 14.26 |
| Consumer Defensive | 4.19 | 4.9 |
| Energy | - | 2.82 |
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