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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) | ₹4801 Cr | ₹1513 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 | -2.64% | 0.39% |
| 6 Month | -8.17% | -1.36% |
| 1 Year | -1.39% | 3.54% |
| 3 Year | 21.15% | 9.69% |
| 5 Year | 16.3% | 8% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | -4.74% | 0.95% |
| 1 Year | -5.01% | 10.88% |
| 3 Year | 13.67% | 5.71% |
| 5 Year | 15.54% | 7.33% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Year | 14.46% | 11.33% |
| 3 Year | 21.81% | 12.43% |
| 5 Year | 21.42% | 12.92% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Standard Deviation | 14.15% | 12.4% |
| Sharp | 1% | 0.3% |
| Beta | 1% | 1.13% |
| Alpha | 4.09% | -7.01% |
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 | 17.07 | 38.36 |
| Large Cap | 54.13 | 13.03 |
| Small Cap | 14.55 | 24.5 |
| Mid Cap | 14.25 | 24.11 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 8.38 | 3.44 |
| Industrials | 29.43 | 13.17 |
| Healthcare | 5.54 | 4.12 |
| Financial Services | 25.38 | 23.43 |
| Real Estate | 2.62 | - |
| Consumer Cyclical | 13.61 | 19.47 |
| Consumer Defensive | 3.37 | 4.38 |
| Technology | 11.67 | 19.65 |
| Basic Materials | - | 6.54 |
| Utilities | - | 2.3 |
| Communication Services | - | 3.5 |
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