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) | ₹3981 Cr | ₹1555 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 | 2.11% | -0.22% |
6 Month | -1.21% | -4.4% |
1 Year | 7.65% | -7.35% |
3 Year | 28.31% | 13.69% |
5 Year | - | 14.36% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 9.01% | 11.17% |
1 Year | 11.86% | 0.79% |
3 Year | 27.79% | 8.6% |
5 Year | - | 9.68% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Year | 18.19% | 13.09% |
3 Year | 20.8% | 12.57% |
5 Year | - | 13.03% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Standard Deviation | 15.57% | 12.4% |
Sharp | 1.15% | 0.4% |
Beta | 0.96% | 1.11% |
Alpha | 6.94% | -6.42% |
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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 | 4.5 | 1.68 |
Large Cap | 60.67 | 8.85 |
Small Cap | 13.78 | 55.05 |
Mid Cap | 21.05 | 34.43 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 4.5 | 1.68 |
Technology | 13.25 | - |
Industrials | 30.71 | - |
Healthcare | 10.28 | 3.94 |
Financial Services | 20.91 | - |
Basic Materials | 3.88 | - |
Consumer Cyclical | 12.73 | - |
Consumer Defensive | 3.74 | - |
Electrical Equipment | - | 10.97 |
Aerospace & Defense | - | 14.67 |
Chemicals & Petrochemicals | - | 2.36 |
Capital Goods | - | 6.68 |
Transport Infrastructure | - | 2.71 |
Finance | - | 20.26 |
Auto Components | - | 10.14 |
Consumer Durables | - | 4.92 |
Industrial Products | - | 3.05 |
Capital Markets | - | 5.77 |
Industrial Manufacturing | - | 2.4 |
Textiles & Apparels | - | 0.45 |
Beverages | - | 4.38 |
Financial Technology (Fintech) | - | 5.63 |
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