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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) | ₹4199 Cr | ₹1531 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 | -2.36% | -4.73% |
| 6 Month | 13.78% | 17.16% |
| 1 Year | -0.5% | -17.06% |
| 3 Year | 23.34% | 7.92% |
| 5 Year | - | 11.88% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | 0.62% | 0.26% |
| 1 Year | 2.72% | -4.54% |
| 3 Year | 23.24% | 4.77% |
| 5 Year | - | 7.26% |
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 | 14.79% | 12.4% |
| Sharp | 1.16% | 0.35% |
| Beta | 0.97% | 1.11% |
| Alpha | 7.32% | -6.55% |
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 | 11.04 |
| Large Cap | 60.09 | 3.1 |
| Small Cap | 12.89 | 48.77 |
| Mid Cap | 24.24 | 37.09 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 2.78 | 6.93 |
| Technology | 13.54 | 17 |
| Industrials | 30.66 | 22.55 |
| Healthcare | 10.34 | 4.11 |
| Financial Services | 21.5 | 26.67 |
| Basic Materials | 3.18 | 2.43 |
| Consumer Cyclical | 14.11 | 13.96 |
| Consumer Defensive | 3.89 | 4.35 |
| Real Estate | - | 2 |
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