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 | ₹1666 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 | -0.22% | 3.35% |
6 Month | -4.4% | -3.53% |
1 Year | -7.35% | 5.44% |
3 Year | 13.69% | 21.46% |
5 Year | 14.36% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 11.84% | 10.86% |
1 Year | 0.7% | 9.57% |
3 Year | 9.36% | 18.06% |
5 Year | 10.12% | - |
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 | 12.4% | 16.11% |
Sharp | 0.4% | 0.70% |
Beta | 1.11% | 1.03% |
Alpha | -6.42% | -0.44% |
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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 | 1.68 | 11.77 |
Small Cap | 55.05 | 21.57 |
Mid Cap | 34.43 | 25.18 |
Large Cap | 8.85 | 41.48 |
Sector Allocation
Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 1.68 | 6.97 |
Healthcare | 3.94 | 10.7 |
Electrical Equipment | 10.97 | - |
Aerospace & Defense | 14.67 | - |
Chemicals & Petrochemicals | 2.36 | - |
Capital Goods | 6.68 | - |
Transport Infrastructure | 2.71 | - |
Finance | 20.26 | - |
Auto Components | 10.14 | - |
Consumer Durables | 4.92 | - |
Industrial Products | 3.05 | - |
Capital Markets | 5.77 | - |
Industrial Manufacturing | 2.4 | - |
Textiles & Apparels | 0.45 | - |
Beverages | 4.38 | - |
Financial Technology (Fintech) | 5.63 | - |
Technology | - | 7.72 |
Consumer Cyclical | - | 12.54 |
Consumer Defensive | - | 2.82 |
Financial Services | - | 37.2 |
Basic Materials | - | 5.31 |
Industrials | - | 13.87 |
Energy | - | 2.87 |
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