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) | ₹12909 Cr | ₹1467 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 | 1.84% | 1.31% |
| 6 Month | 9.68% | 10.67% |
| 1 Year | 10.03% | -7.64% |
| 3 Year | 23.53% | 10.03% |
| 5 Year | 25.46% | 12.53% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | 3.95% | 1.59% |
| 1 Year | 20.23% | 9.74% |
| 3 Year | 22.27% | 7.6% |
| 5 Year | 21.4% | 8.59% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Year | 11.68% | 12.17% |
| 3 Year | 13.97% | 12.54% |
| 5 Year | 13.57% | 13.15% |
Risk Management
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Standard Deviation | 12.75% | 12.4% |
| Sharp | 1.18% | 0.23% |
| Beta | 0.93% | 1.12% |
| Alpha | 6.34% | -7.79% |
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 | 5.91 | 29.47 |
| Large Cap | 78.3 | 8.6 |
| Mid Cap | 15.78 | 31.61 |
| Small Cap | - | 30.32 |
Sector Allocation
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 1.67 | 11.8 |
| Energy | 3.46 | - |
| Technology | 8.19 | 27.68 |
| Industrials | 5.01 | 13.01 |
| Financial Services | 25.2 | 9.56 |
| Healthcare | 8.3 | 4 |
| Basic Materials | 10.82 | 6.82 |
| Consumer Cyclical | 15.11 | 17.68 |
| Consumer Defensive | 5.42 | 4.02 |
| Real Estate | 6.17 | 0 |
| Communication Services | 7.49 | 2.52 |
| Utilities | 3.15 | 2.91 |
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