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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) ₹1531 Cr ₹1686 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 -4.73% -1.99%
6 Month 17.16% 16.75%
1 Year -17.06% -3.14%
3 Year 7.92% 16.45%
5 Year 11.88% 18.91%

SIP Return Analysis

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
6 Month 0.26% 2.53%
1 Year -4.54% 4.04%
3 Year 4.77% 14.04%
5 Year 7.26% 14.84%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
1 Year 12.53% 17.78%
3 Year 12.59% 18.03%
5 Year 13.21% 20.39%

Risk Management

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
Standard Deviation 12.4% 14.43%
Sharp 0.35% 0.73%
Beta 1.11% 0.98%
Alpha -6.55% 0.75%

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 11.04 13.32
Mid Cap 37.09 26.67
Large Cap 3.1 41.24
Small Cap 48.77 18.77

Sector Allocation

Scheme Name

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

HSBC Focused Fund - Regular Growth

Others 6.93 4.82
Healthcare 4.11 9.44
Industrials 22.55 14.91
Basic Materials 2.43 4.37
Technology 17 7.55
Financial Services 26.67 39.67
Consumer Cyclical 13.96 13.4
Real Estate 2 -
Consumer Defensive 4.35 2.99
Energy - 2.86

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