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) | ₹1467 Cr | ₹1656 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 | 2.24% | 0.2% |
| 6 Month | 8.75% | 7.78% |
| 1 Year | -2.12% | 4.45% |
| 3 Year | 9.25% | 15.69% |
| 5 Year | 11.01% | 17.6% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.74% | 1.56% |
| 1 Year | 13.47% | 10.73% |
| 3 Year | 7.5% | 13.93% |
| 5 Year | 8.34% | 14.29% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.65% | 15.93% |
| 3 Year | 12.48% | 17.73% |
| 5 Year | 13.07% | 19.78% |
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 | 11.63 |
| Small Cap | 30.04 | 17.03 |
| Mid Cap | 34.55 | 25.52 |
| Large Cap | 8 | 45.82 |
Sector Allocation
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 7.48 | 3.13 |
| Basic Materials | 11.09 | 2.56 |
| Communication Services | 2.6 | - |
| Healthcare | 3.86 | 9.43 |
| Industrials | 8.42 | 18.17 |
| Technology | 27.63 | 7.77 |
| Utilities | 2.8 | - |
| Consumer Cyclical | 15.97 | 16.08 |
| Financial Services | 16.1 | 34.76 |
| Consumer Defensive | 4.06 | 5.21 |
| Energy | - | 2.89 |
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