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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 | ₹1721 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 | -3.2% | -1.7% |
| 6 Month | 0.85% | 4.37% |
| 1 Year | -10.55% | 3.8% |
| 3 Year | 8.63% | 16.03% |
| 5 Year | 12.56% | 19.62% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 6.46% | 7.12% |
| 1 Year | -4.67% | 4.77% |
| 3 Year | 5.43% | 14.74% |
| 5 Year | 7.52% | 15.08% |
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 | 0.53% | 0.73% |
| Beta | 1.11% | 0.98% |
| Alpha | -7.7% | 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 | 13.64 |
| Mid Cap | 37.09 | 24.74 |
| Large Cap | 3.1 | 41.41 |
| Small Cap | 48.77 | 20.21 |
Sector Allocation
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 6.93 | 8.51 |
| Healthcare | 4.11 | 9.76 |
| Industrials | 22.55 | 13.87 |
| Basic Materials | 2.43 | 4.63 |
| Technology | 17 | 7.62 |
| Financial Services | 26.67 | 37.09 |
| Consumer Cyclical | 13.96 | 13.01 |
| Real Estate | 2 | - |
| Consumer Defensive | 4.35 | 2.67 |
| Energy | - | 2.84 |
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