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) | ₹3361 Cr | ₹1504 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 | 2.04 |
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 | 7.71% | 9.57% |
6 Month | 3.02% | -6.87% |
1 Year | 15.18% | 0.88% |
3 Year | 27.05% | 13.32% |
5 Year | - | 16.32% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 6.08% | 5.97% |
1 Year | 7.71% | -6.62% |
3 Year | 28.5% | 8.17% |
5 Year | - | 9.52% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Year | 20.31% | 13.81% |
3 Year | 21.04% | 12.65% |
5 Year | - | 12.9% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Standard Deviation | 15.823% | 12.4% |
Sharp | 0.731% | 0.18% |
Beta | 0.973% | 1.03% |
Alpha | 5.017% | -6.87% |
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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 | 6.39 | 9.95 |
Large Cap | 56.74 | 9.23 |
Small Cap | 14.1 | 54.6 |
Mid Cap | 22.77 | 26.22 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 6.39 | 9.95 |
Technology | 13.99 | - |
Industrials | 26.95 | - |
Healthcare | 10.98 | - |
Financial Services | 17.84 | - |
Basic Materials | 3.86 | - |
Consumer Cyclical | 15.09 | - |
Consumer Defensive | 4.89 | - |
Pharmaceuticals & Biotechnology | - | 5.09 |
Banks | - | 1.79 |
Electrical Equipment | - | 12.27 |
Aerospace & Defense | - | 8.1 |
Chemicals & Petrochemicals | - | 2.42 |
Transport Infrastructure | - | 2.55 |
Automobiles | - | 2.04 |
Finance | - | 18.69 |
Auto Components | - | 10.52 |
Consumer Durables | - | 5.39 |
Leisure Services | - | 0.14 |
IT - Software | - | 2.89 |
Industrial Products | - | 3.07 |
Capital Markets | - | 5.02 |
Beverages | - | 4.58 |
Financial Technology (Fintech) | - | 5.49 |
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