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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) ₹1464 Cr ₹1647 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 3.41% 1.33%
6 Month 20.72% 19.62%
1 Year -16.15% -1.67%
3 Year 8.25% 15.81%
5 Year 13.1% 19.56%

SIP Return Analysis

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
6 Month 3.64% 4.65%
1 Year 4.91% 10.64%
3 Year 7.13% 15.59%
5 Year 8.31% 15.39%

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% 14.57%
Sharp 0.16% 0.62%
Beta 1.11% 1.00%
Alpha -7.44% 1.10%

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 15.9 13.32
Small Cap 43.05 18.77
Mid Cap 37.96 26.67
Large Cap 3.09 41.24

Sector Allocation

Scheme Name

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

HSBC Focused Fund - Regular Growth

Others 2.71 4.82
Basic Materials 3.46 4.37
Communication Services 1.26 -
Healthcare 4.12 9.44
Industrials 16.72 14.91
Technology 23.87 7.55
Financial Services 23.15 39.67
Utilities 2.62 -
Consumer Cyclical 15.59 13.4
Real Estate 2.01 -
Consumer Defensive 4.48 2.99
Energy - 2.86

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