Motilal Oswal Focused 25 Fund (MOF25) vs Quant Focused Fund compare
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Quant Focused Fund-Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Fund | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Quant Focused Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1467 Cr | ₹1064 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 13 May 2013 | 29 Aug 2008 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 70% | % |
| Expense Ratio | 2.15 | 2.18 |
| Manager | Rakesh Shetty | Sanjeev Sharma |
| ISIN Code | INF247L01155 | INF966L01374 |
| Exits Load | Motilal Oswal Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | 3.59% | 3.41% |
| 6 Month | 14.16% | 7.67% |
| 1 Year | -5.61% | -1.76% |
| 3 Year | 9% | 14.61% |
| 5 Year | 12.77% | 21.7% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | -0.8% | 0.09% |
| 1 Year | 5.9% | 4.7% |
| 3 Year | 5.38% | 9.52% |
| 5 Year | 7.22% | 12.85% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 12.17% | 13.74% |
| 3 Year | 12.54% | 17.07% |
| 5 Year | 13.15% | 16.07% |
Risk Management
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 17.51% | 15.933% |
| Sharp | 0.21% | 0.641% |
| Beta | 1.12% | 1.052% |
| Alpha | -6.97% | 1.751% |
Fund Managers
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Quant Focused Fund-Growth |
|---|---|---|
| Name | Rakesh Shetty | Sanjeev Sharma |
| Total AUM | ₹33886 Cr | ₹39731 Cr |
| Funds Managed | 19 | 22 |
| Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Quant Focused Fund-Growth |
Market Cap
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 29.47 | 30.53 |
| Small Cap | 30.32 | 7.26 |
| Mid Cap | 31.61 | 0 |
| Large Cap | 8.6 | 62.21 |
Sector Allocation
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 11.8 | 26.78 |
| Basic Materials | 6.82 | - |
| Communication Services | 2.52 | - |
| Healthcare | 4 | 6.78 |
| Industrials | 13.01 | 8.87 |
| Technology | 27.68 | 2.34 |
| Financial Services | 9.56 | 27.66 |
| Utilities | 2.91 | 7.95 |
| Consumer Cyclical | 17.68 | 3.7 |
| Real Estate | 0 | 6.67 |
| Consumer Defensive | 4.02 | - |
| Energy | - | 9.27 |
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