Motilal Oswal Focused 25 Fund (MOF25) vs Nippon India Focused Equity Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Fund | Nippon India Focused Fund - Growth 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) | ₹8712 Cr | ₹1532 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 26 Dec 2006 | 13 May 2013 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 59% | 70% |
| Expense Ratio | 1.84 | 2.15 |
| Manager | Vinay Sharma | Rakesh Shetty |
| ISIN Code | INF204K01GE7 | INF247L01155 |
| Exits Load | Nippon India Focused Equity 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 | Nippon India Focused Fund - Growth Plan -Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Month | 0.94% | -0.91% |
| 6 Month | 3.75% | -0.08% |
| 1 Year | 4.7% | -7.68% |
| 3 Year | 13.6% | 8.06% |
| 5 Year | 18.83% | 9.85% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | 3.11% | 1.53% |
| 1 Year | 15.92% | 12.29% |
| 3 Year | 13.58% | 6.35% |
| 5 Year | 14.13% | 7.65% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Year | 10.2% | 11.53% |
| 3 Year | 14.92% | 12.45% |
| 5 Year | 16.62% | 13.03% |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Standard Deviation | 12.50% | 17.51% |
| Sharp | 0.59% | 0.18% |
| Beta | 0.90% | 1.13% |
| Alpha | -0.42% | -6.64% |
Fund Managers
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Name | Vinay Sharma | Rakesh Shetty |
| Total AUM | ₹14183 Cr | ₹33886 Cr |
| Funds Managed | 3 | 19 |
| Nippon India Focused Fund - Growth Plan -Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Market Cap
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 3.68 | 2.7 |
| Large Cap | 62.21 | 7.71 |
| Mid Cap | 18.49 | 50.12 |
| Small Cap | 15.62 | 39.48 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 3.68 | 2.7 |
| Petroleum Products | 5.56 | - |
| IT - Software | 4.86 | 6.07 |
| Finance | 7.82 | 13.05 |
| Banks | 24.42 | 3.25 |
| Cement & Cement Products | 3.31 | - |
| Leisure Services | 5.61 | - |
| Pharmaceuticals & Biotechnology | 5.78 | 7.35 |
| Entertainment | 1.28 | - |
| Beverages | 3.24 | 4.06 |
| Electrical Equipment | 3.6 | 10.13 |
| Retailing | 11.16 | 4.65 |
| Healthcare Services | 2.77 | - |
| Diversified | 2.56 | - |
| Transport Services | 2.63 | - |
| Auto Components | 3.86 | 5.69 |
| Industrial Manufacturing | 1.82 | 3.04 |
| Capital Markets | 1.9 | 4.59 |
| Power | 4.14 | - |
| IT - Services | - | 2.6 |
| Financial Technology (Fintech) | - | 7.79 |
| Chemicals & Petrochemicals | - | 2.95 |
| Diversified Metals | - | 2.53 |
| Aerospace & Defense | - | 2.98 |
| Consumer Durables | - | 9.02 |
| Industrial Products | - | 7.56 |
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