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Motilal Oswal Focused 25 Fund (MOF25) vs INVESCO INDIA FOCUSED FUND compare

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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tortoise-icon Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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