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) | ₹7265 Cr | ₹1464 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 | 0.6% | 3.41% |
6 Month | 16.42% | 20.72% |
1 Year | -1.11% | -16.15% |
3 Year | 23.5% | 8.25% |
5 Year | - | 13.1% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 3.43% | 3.64% |
1 Year | 9.94% | 4.91% |
3 Year | 24.56% | 7.13% |
5 Year | - | 8.31% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Year | 16.72% | 12.53% |
3 Year | 21.22% | 12.59% |
5 Year | - | 13.21% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Standard Deviation | 14.98% | 12.4% |
Sharp | 1.00% | 0.16% |
Beta | 0.99% | 1.11% |
Alpha | 7.17% | -7.44% |
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 | 2.78 | 15.9 |
Large Cap | 60.09 | 3.09 |
Small Cap | 12.89 | 43.05 |
Mid Cap | 24.24 | 37.96 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 2.78 | 2.71 |
Technology | 13.54 | 23.87 |
Industrials | 30.66 | 16.72 |
Healthcare | 10.34 | 4.12 |
Financial Services | 21.5 | 23.15 |
Basic Materials | 3.18 | 3.46 |
Consumer Cyclical | 14.11 | 15.59 |
Consumer Defensive | 3.89 | 4.48 |
Communication Services | - | 1.26 |
Utilities | - | 2.62 |
Real Estate | - | 2.01 |
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