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) | ₹7448 Cr | ₹1532 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 | -2.57% | -0.91% |
| 6 Month | -3.47% | -0.08% |
| 1 Year | -6.55% | -7.68% |
| 3 Year | 20.39% | 8.06% |
| 5 Year | 19.76% | 9.85% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | -3.09% | 1.53% |
| 1 Year | 0.42% | 12.29% |
| 3 Year | 17.55% | 6.35% |
| 5 Year | 17.55% | 7.65% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Year | 14.83% | 11.53% |
| 3 Year | 21.96% | 12.45% |
| 5 Year | 22.52% | 13.03% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Standard Deviation | 14.79% | 17.51% |
| Sharp | 0.97% | 0.18% |
| Beta | 0.99% | 1.13% |
| Alpha | 5.81% | -6.64% |
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 | 9.95 | 2.7 |
| Large Cap | 58.49 | 7.71 |
| Small Cap | 14.1 | 39.48 |
| Mid Cap | 17.47 | 50.12 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 6.14 | 2.7 |
| Industrials | 30.25 | - |
| Healthcare | 9.73 | - |
| Financial Services | 23.44 | - |
| Basic Materials | 2.99 | - |
| Consumer Defensive | 3.55 | - |
| Technology | 9.76 | - |
| Consumer Cyclical | 14.14 | - |
| Pharmaceuticals & Biotechnology | - | 7.35 |
| IT - Services | - | 2.6 |
| Financial Technology (Fintech) | - | 7.79 |
| IT - Software | - | 6.07 |
| Chemicals & Petrochemicals | - | 2.95 |
| Electrical Equipment | - | 10.13 |
| Diversified Metals | - | 2.53 |
| Aerospace & Defense | - | 2.98 |
| Finance | - | 13.05 |
| Consumer Durables | - | 9.02 |
| Auto Components | - | 5.69 |
| Industrial Products | - | 7.56 |
| Retailing | - | 4.65 |
| Capital Markets | - | 4.59 |
| Industrial Manufacturing | - | 3.04 |
| Beverages | - | 4.06 |
| Banks | - | 3.25 |
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