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) | ₹8420 Cr | ₹1467 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 | -0.29% | 0.76% |
6 Month | 9.31% | 14.55% |
1 Year | -0.12% | -13.13% |
3 Year | 15% | 10.32% |
5 Year | 22.57% | 12.95% |
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 | 1.34% | 3.01% |
1 Year | 12.04% | 10.82% |
3 Year | 13.36% | 7.59% |
5 Year | 14.42% | 8.5% |
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 | 10.22% | 12.17% |
3 Year | 14.95% | 12.54% |
5 Year | 16.49% | 13.15% |
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 | 0.69% | 0.23% |
Beta | 0.91% | 1.12% |
Alpha | -0.87% | -7.79% |
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 | 4.81 | 15.9 |
Large Cap | 59.02 | 3.09 |
Mid Cap | 22.48 | 37.96 |
Small Cap | 13.69 | 43.05 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 4.81 | 2.71 |
Energy | 5.58 | - |
Technology | 4.98 | 26.48 |
Financial Services | 32.11 | 23.15 |
Basic Materials | 3.29 | 3.46 |
Consumer Cyclical | 19.99 | 15.59 |
Healthcare | 10.62 | 4.12 |
Communication Services | 1.23 | 1.26 |
Consumer Defensive | 2.41 | 4.48 |
Industrials | 11.22 | 14.11 |
Utilities | 3.77 | 2.62 |
Real Estate | - | 2.01 |
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