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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) | ₹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 | 2.2% | 6.75% |
| 6 Month | -5.46% | -8.16% |
| 1 Year | 10.41% | -3.54% |
| 3 Year | 27.29% | 13.44% |
| 5 Year | - | 15.41% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | 7.74% | 10.96% |
| 1 Year | 6.97% | -1.14% |
| 3 Year | 26.99% | 8.7% |
| 5 Year | - | 9.75% |
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 | 15.823% | 12.4% |
| Sharp | 0.731% | 0.4% |
| Beta | 0.973% | 1.11% |
| Alpha | 5.017% | -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 | 6.39 | 1.7 |
| Large Cap | 56.74 | 11.14 |
| Small Cap | 14.1 | 53.3 |
| Mid Cap | 22.77 | 33.87 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 6.39 | 1.7 |
| Technology | 13.99 | - |
| Industrials | 26.95 | - |
| Healthcare | 10.98 | 3.7 |
| Financial Services | 17.84 | - |
| Basic Materials | 3.86 | - |
| Consumer Cyclical | 15.09 | - |
| Consumer Defensive | 4.89 | - |
| Electrical Equipment | - | 9.65 |
| Pharmaceuticals & Biotechnology | - | 2.3 |
| Aerospace & Defense | - | 12.42 |
| Chemicals & Petrochemicals | - | 2.88 |
| Capital Goods | - | 6.65 |
| Transport Infrastructure | - | 2.77 |
| Finance | - | 20.25 |
| Auto Components | - | 10.32 |
| Consumer Durables | - | 5.73 |
| Industrial Products | - | 2.83 |
| Capital Markets | - | 5.45 |
| Industrial Manufacturing | - | 2.57 |
| Beverages | - | 4.72 |
| Financial Technology (Fintech) | - | 6.07 |
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