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

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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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 Kotak Focused Equity Fund- Regular plan _ Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3349 Cr ₹1504 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 2.04
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

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month 3.56% 8.87%
6 Month 1.75% -8.09%
1 Year 7.57% -0.33%
3 Year 17.27% 12.47%
5 Year 23.57% 16.49%

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month 6.28% 5.97%
1 Year 4.72% -6.62%
3 Year 16.4% 8.17%
5 Year 16.29% 9.52%

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year 18.28% 13.81%
3 Year 17.37% 12.65%
5 Year 18.3% 12.9%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation 13.295% 12.4%
Sharp 0.368% 0.18%
Beta 0.898% 1.03%
Alpha -1.119% -6.87%

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Fund Managers

Scheme Name Kotak Focused Equity 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 Equity Fund- Regular plan _ Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

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

Others 4.22 9.95
Large Cap 75.43 9.23
Mid Cap 12.09 26.22
Small Cap 8.26 54.6

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

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

Others 1.27 9.95
Energy 3.85 -
Technology 13.03 -
Industrials 19.62 -
Financial Services 24.56 -
Healthcare 7.2 -
Consumer Cyclical 13.45 -
Consumer Defensive 2.32 -
Utilities 6.27 -
Communication Services 5.24 -
Basic Materials 3.19 -
Pharmaceuticals & Biotechnology - 5.09
Banks - 1.79
Electrical Equipment - 12.27
Aerospace & Defense - 8.1
Chemicals & Petrochemicals - 2.42
Transport Infrastructure - 2.55
Automobiles - 2.04
Finance - 18.69
Auto Components - 10.52
Consumer Durables - 5.39
Leisure Services - 0.14
IT - Software - 2.89
Industrial Products - 3.07
Capital Markets - 5.02
Beverages - 4.58
Financial Technology (Fintech) - 5.49

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