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) | ₹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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