Motilal Oswal Focused 25 Fund (MOF25) vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
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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