Motilal Oswal Focused 25 Fund (MOF25) vs ICICI Prudential Focused Equity Fund compare
ICICI Prudential Focused Equity Fund - Growth
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Fund | ICICI Prudential Focused Equity Fund - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹14146 Cr | ₹1521 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 28 May 2009 | 13 May 2013 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 78% | 70% |
| Expense Ratio | 1.75 | 2.15 |
| Manager | Sharmila D'mello | Rakesh Shetty |
| ISIN Code | INF109K01BZ4 | INF247L01155 |
| Exits Load | ICICI Prudential Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Month | 1.62% | 0.59% |
| 6 Month | 8.51% | 3.99% |
| 1 Year | 15.37% | -1.88% |
| 3 Year | 24.18% | 10.79% |
| 5 Year | 22.43% | 9.71% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | 3.32% | 0.49% |
| 1 Year | 19.86% | 11.29% |
| 3 Year | 21.51% | 7.1% |
| 5 Year | 20.94% | 8.33% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Year | 11.44% | 11.43% |
| 3 Year | 14.14% | 12.44% |
| 5 Year | 13.62% | 12.99% |
Risk Management
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Standard Deviation | 12.27% | 12.4% |
| Sharp | 1.2% | 0.23% |
| Beta | 0.91% | 1.13% |
| Alpha | 6.02% | -7.26% |
Fund Managers
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Name | Sharmila D'mello | Rakesh Shetty |
| Total AUM | ₹354743 Cr | ₹33886 Cr |
| Funds Managed | 35 | 19 |
| ICICI Prudential Focused Equity Fund - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 6.54 | 30.73 |
| Large Cap | 75.92 | 9.43 |
| Mid Cap | 17.54 | 28.92 |
| Small Cap | - | 30.92 |
Sector Allocation
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 2.52 | 4.28 |
| Energy | 2.91 | - |
| Technology | 11.19 | 21.29 |
| Consumer Cyclical | 14.72 | 14.59 |
| Industrials | 5.81 | 13.7 |
| Financial Services | 27.47 | 22.79 |
| Healthcare | 7.67 | 3.47 |
| Basic Materials | 5.61 | 9.79 |
| Consumer Defensive | 6.96 | 4.19 |
| Real Estate | 5.02 | - |
| Communication Services | 7.04 | 3.08 |
| Utilities | 3.08 | 2.82 |
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