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) | ₹8790 Cr | ₹1513 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 | -2.51% | -2.77% |
| 6 Month | -0.83% | -2.47% |
| 1 Year | 10.76% | 6.07% |
| 3 Year | 15.06% | 10.59% |
| 5 Year | 16.47% | 8.81% |
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 | -4.24% | -5.06% |
| 1 Year | -1.94% | -2.8% |
| 3 Year | 8.29% | 2.04% |
| 5 Year | 11.15% | 5.41% |
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 | 10.05% | 11.27% |
| 3 Year | 14.93% | 12.43% |
| 5 Year | 16.68% | 12.92% |
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 | 0.76% | 0.3% |
| Beta | 0.89% | 1.13% |
| Alpha | -0.4% | -7.01% |
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 | 8.33 | 38.36 |
| Large Cap | 61.27 | 13.03 |
| Mid Cap | 19.43 | 24.11 |
| Small Cap | 10.96 | 24.5 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 2.87 | 3.44 |
| Energy | 5.82 | - |
| Technology | 4.82 | 19.65 |
| Financial Services | 33.51 | 23.43 |
| Basic Materials | 3.21 | 6.54 |
| Consumer Cyclical | 21.04 | 19.47 |
| Healthcare | 10.3 | 4.12 |
| Communication Services | 1.07 | 3.5 |
| Utilities | 7.01 | 2.3 |
| Consumer Defensive | 3.35 | 4.38 |
| Industrials | 7 | 13.17 |
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