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) | ₹1504 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 | 2.04 | 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 | 7.2% | 1.01% |
6 Month | -7.52% | -3.69% |
1 Year | 0.21% | 6.47% |
3 Year | 12.84% | 18.13% |
5 Year | 16.85% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 5.97% | 3.25% |
1 Year | -6.62% | -0.35% |
3 Year | 8.17% | 15.77% |
5 Year | 9.52% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 13.81% | 21.56% |
3 Year | 12.65% | 18.11% |
5 Year | 12.9% | - |
Risk Management
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.4% | 16.134% |
Sharp | 0.18% | 0.335% |
Beta | 1.03% | 1.037% |
Alpha | -6.87% | -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 | 9.95 | 11.94 |
Small Cap | 54.6 | 35.21 |
Mid Cap | 26.22 | 20.59 |
Large Cap | 9.23 | 32.27 |
Sector Allocation
Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 9.95 | 9.93 |
Pharmaceuticals & Biotechnology | 5.09 | - |
Banks | 1.79 | - |
Electrical Equipment | 12.27 | - |
Aerospace & Defense | 8.1 | - |
Chemicals & Petrochemicals | 2.42 | - |
Transport Infrastructure | 2.55 | - |
Automobiles | 2.04 | - |
Finance | 18.69 | - |
Auto Components | 10.52 | - |
Consumer Durables | 5.39 | - |
Leisure Services | 0.14 | - |
IT - Software | 2.89 | - |
Industrial Products | 3.07 | - |
Capital Markets | 5.02 | - |
Beverages | 4.58 | - |
Financial Technology (Fintech) | 5.49 | - |
Technology | - | 12.64 |
Consumer Cyclical | - | 9.48 |
Healthcare | - | 13.33 |
Consumer Defensive | - | 3.03 |
Basic Materials | - | 5.42 |
Financial Services | - | 26.78 |
Industrials | - | 16.16 |
Energy | - | 3.23 |
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