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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) ₹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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