Motilal Oswal Focused 25 Fund (MOF25) vs HSBC Focused Fund compare

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Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

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HSBC Focused Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1467 Cr	₹1656 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

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	HSBC Focused Fund - Regular Growth
1 Month	0.74%	0.1%
6 Month	14.6%	11.05%
1 Year	-9.86%	-0.63%
3 Year	10.06%	17.31%
5 Year	12.64%	19.57%

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	HSBC Focused Fund - Regular Growth
6 Month	1.59%	3.2%
1 Year	9.74%	13.27%
3 Year	7.6%	15.5%
5 Year	8.59%	15.37%

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	HSBC Focused Fund - Regular Growth
1 Year	12.17%	16.69%
3 Year	12.54%	17.82%
5 Year	13.15%	19.88%

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	HSBC Focused Fund - Regular Growth
Standard Deviation	12.4%	14.35%
Sharp	0.23%	0.71%
Beta	1.12%	1.00%
Alpha	-7.79%	0.83%

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

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	HSBC Focused Fund - Regular Growth
Others	29.47	11.63
Small Cap	30.32	17.03
Mid Cap	31.61	25.52
Large Cap	8.6	45.82

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	HSBC Focused Fund - Regular Growth
Others	11.8	3.13
Basic Materials	6.82	2.56
Communication Services	2.52	-
Healthcare	4	9.43
Industrials	13.01	18.17
Technology	27.68	7.77
Financial Services	9.56	34.76
Utilities	2.91	-
Consumer Cyclical	17.68	16.08
Real Estate	0	-
Consumer Defensive	4.02	5.21
Energy	-	2.89