Motilal Oswal Focused 25 Fund (MOF25) vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Fund | INVESCO INDIA FOCUSED 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) | ₹7280 Cr | ₹1467 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 29 Sep 2020 | 13 May 2013 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 84% | 70% |
Expense Ratio | 1.87 | 2.15 |
Manager | Hiten Jain | Rakesh Shetty |
ISIN Code | INF205KA1189 | INF247L01155 |
Exits Load | Invesco India Focused Fund - 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 | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Month | -1.18% | -0.36% |
6 Month | 8.64% | 13.79% |
1 Year | -1.07% | -10.78% |
3 Year | 24.38% | 10.11% |
5 Year | 23.14% | 12.73% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 0.82% | 1.59% |
1 Year | 8.9% | 9.74% |
3 Year | 22.91% | 7.6% |
5 Year | 20.68% | 8.59% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Year | 15.81% | 12.17% |
3 Year | 21.67% | 12.54% |
5 Year | - | 13.15% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Standard Deviation | 14.81% | 12.4% |
Sharp | 1.06% | 0.23% |
Beta | 0.99% | 1.12% |
Alpha | 6.36% | -7.79% |
Fund Managers
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Name | Hiten Jain | Rakesh Shetty |
Total AUM | ₹4078 Cr | ₹33886 Cr |
Funds Managed | 4 | 19 |
INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 7.3 | 29.47 |
Large Cap | 55.59 | 8.6 |
Small Cap | 16.8 | 30.32 |
Mid Cap | 20.32 | 31.61 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 7.3 | 11.8 |
Industrials | 31.58 | 13.01 |
Healthcare | 10.82 | 4 |
Financial Services | 20.46 | 9.56 |
Basic Materials | 2.85 | 6.82 |
Consumer Defensive | 3.55 | 4.02 |
Technology | 9.54 | 27.68 |
Consumer Cyclical | 13.9 | 17.68 |
Communication Services | - | 2.52 |
Utilities | - | 2.91 |
Real Estate | - | 0 |
Top Comparisons
Bandhan Overnight Fund Regular - Growth
3Y Returns6.35%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.38%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns15.81%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns15.81%
HDFC Low Duration Fund - Growth
3Y Returns7.26%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.51%
360 ONE FlexiCap Fund Regular - Growth
3Y Returns0%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns18.04%