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) | ₹1555 Cr | ₹1628 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 | 6.75% | 4.56% |
6 Month | -8.16% | -5.93% |
1 Year | -3.54% | 5.31% |
3 Year | 13.44% | 21% |
5 Year | 15.41% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 10.96% | 8.36% |
1 Year | -1.14% | 5.29% |
3 Year | 8.7% | 16.48% |
5 Year | 9.75% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 13.09% | 19.18% |
3 Year | 12.57% | 17.81% |
5 Year | 13.03% | - |
Risk Management
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.55% | 16.134% |
Sharp | 0.44% | 0.335% |
Beta | 0.99% | 1.037% |
Alpha | -5.02% | -1.531% |
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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 | 1.7 | 11.94 |
Small Cap | 53.3 | 35.21 |
Mid Cap | 33.87 | 20.59 |
Large Cap | 11.14 | 32.27 |
Sector Allocation
Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 1.7 | 9.93 |
Healthcare | 3.7 | 13.33 |
Electrical Equipment | 9.65 | - |
Pharmaceuticals & Biotechnology | 2.3 | - |
Aerospace & Defense | 12.42 | - |
Chemicals & Petrochemicals | 2.88 | - |
Capital Goods | 6.65 | - |
Transport Infrastructure | 2.77 | - |
Finance | 20.25 | - |
Auto Components | 10.32 | - |
Consumer Durables | 5.73 | - |
Industrial Products | 2.83 | - |
Capital Markets | 5.45 | - |
Industrial Manufacturing | 2.57 | - |
Beverages | 4.72 | - |
Financial Technology (Fintech) | 6.07 | - |
Technology | - | 12.64 |
Consumer Cyclical | - | 9.48 |
Consumer Defensive | - | 3.03 |
Basic Materials | - | 5.42 |
Financial Services | - | 26.78 |
Industrials | - | 16.16 |
Energy | - | 3.23 |
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