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) | ₹13471 Cr | ₹1532 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 | 2.67% | -0.91% |
| 6 Month | 8.39% | -0.08% |
| 1 Year | 11.29% | -7.68% |
| 3 Year | 21.9% | 8.06% |
| 5 Year | 22.9% | 9.85% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | 5.48% | 1.53% |
| 1 Year | 23.85% | 12.29% |
| 3 Year | 22.07% | 6.35% |
| 5 Year | 21.06% | 7.65% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Year | 11.46% | 11.53% |
| 3 Year | 14.12% | 12.45% |
| 5 Year | 13.61% | 13.03% |
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 | 9 | 30.73 |
| Large Cap | 76.93 | 9.43 |
| Mid Cap | 14.07 | 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 | 4.63 | 4.28 |
| Energy | 3.61 | - |
| Technology | 8.4 | 21.29 |
| Consumer Cyclical | 12.84 | 14.59 |
| Industrials | 4.94 | 13.7 |
| Financial Services | 25.53 | 22.79 |
| Healthcare | 7.84 | 3.47 |
| Basic Materials | 9.65 | 9.79 |
| Consumer Defensive | 6.04 | 4.19 |
| Real Estate | 5.69 | - |
| Communication Services | 7.62 | 3.08 |
| Utilities | 3.2 | 2.82 |
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