Motilal Oswal Focused 25 Fund (MOF25) vs Kotak Focused Equity Fund compare

Link copied to clipboard!

Kotak Focused Fund- Regular plan _ Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Fund	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹3697 Cr	₹1467 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	16 Jul 2019	13 May 2013
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	21.79%	70%
Expense Ratio	1.9	2.15
Manager	Arjun Khanna	Rakesh Shetty
ISIN Code	INF174KA1EK3	INF247L01155
Exits Load	Kotak Focused Equity Fund - Regular Plan - 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

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month	3.45%	3.59%
6 Month	12.3%	14.16%
1 Year	9.38%	-5.61%
3 Year	16.01%	9%
5 Year	20.19%	12.77%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month	1.91%	-0.8%
1 Year	13.28%	5.9%
3 Year	14.45%	5.38%
5 Year	14.38%	7.22%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year	14.05%	12.17%
3 Year	17.12%	12.54%
5 Year	19.9%	13.15%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation	12.08%	12.4%
Sharp	0.76%	0.23%
Beta	0.90%	1.12%
Alpha	0.77%	-7.79%

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Name	Arjun Khanna	Rakesh Shetty
Total AUM	₹169639 Cr	₹33886 Cr
Funds Managed	24	19
	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	5.87	29.47
Large Cap	72.8	8.6
Mid Cap	19.29	31.61
Small Cap	2.04	30.32

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	2.25	11.8
Energy	3.54	-
Technology	9.09	27.68
Industrials	20.77	13.01
Financial Services	26.71	9.56
Healthcare	5.26	4
Consumer Defensive	2.19	4.02
Utilities	4.62	2.91
Consumer Cyclical	17.02	17.68
Communication Services	5.48	2.52
Basic Materials	3.07	6.82
Real Estate	-	0