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) | ₹8599 Cr | ₹1531 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 | -1.55% | -3.51% |
6 Month | 12.8% | 13.67% |
1 Year | -0.86% | -13.78% |
3 Year | 14.75% | 9.36% |
5 Year | 21.76% | 13.04% |
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 | 2.49% | 3.12% |
1 Year | 8.43% | -0.89% |
3 Year | 14.39% | 7.19% |
5 Year | 15.78% | 8.7% |
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 | 10.41% | 12.53% |
3 Year | 15.09% | 12.59% |
5 Year | 16.39% | 13.21% |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Standard Deviation | 12.79% | 12.4% |
Sharp | 0.75% | 0.35% |
Beta | 0.9% | 1.11% |
Alpha | -0.75% | -6.55% |
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 | 3.36 | 11.04 |
Large Cap | 60.49 | 3.1 |
Small Cap | 13.64 | 48.77 |
Mid Cap | 22.51 | 37.09 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 3.36 | 6.93 |
Energy | 5.59 | - |
Technology | 3.96 | 17 |
Communication Services | 1.07 | - |
Financial Services | 32.14 | 26.67 |
Basic Materials | 3.19 | 2.43 |
Consumer Cyclical | 22.6 | 13.96 |
Healthcare | 11.11 | 4.11 |
Consumer Defensive | 1.73 | 4.35 |
Industrials | 11.47 | 22.55 |
Utilities | 3.77 | - |
Real Estate | - | 2 |
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