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) | ₹1464 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 | 4.14% | 1.37% |
6 Month | 21.56% | 12.69% |
1 Year | -15.31% | -10.44% |
3 Year | 9.43% | 13.14% |
5 Year | 13.14% | 20.67% |
SIP Return Analysis
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Quant Focused Fund-Growth |
---|---|---|
6 Month | 3.64% | 1.13% |
1 Year | 4.91% | 2.66% |
3 Year | 7.13% | 10.81% |
5 Year | 8.31% | 13.84% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Year | 12.53% | 13.99% |
3 Year | 12.59% | 17.21% |
5 Year | 13.21% | 15.96% |
Risk Management
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 12.4% | 15.933% |
Sharp | 0.16% | 0.641% |
Beta | 1.11% | 1.052% |
Alpha | -7.44% | 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 | 15.9 | 30.62 |
Small Cap | 43.05 | 9.78 |
Mid Cap | 37.96 | 2.14 |
Large Cap | 3.09 | 57.46 |
Sector Allocation
Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 2.71 | 25.21 |
Basic Materials | 3.46 | 0 |
Communication Services | 1.26 | - |
Healthcare | 4.12 | 10.01 |
Industrials | 16.72 | 8.44 |
Technology | 23.87 | 2.78 |
Financial Services | 23.15 | 26.42 |
Utilities | 2.62 | 9.63 |
Consumer Cyclical | 15.59 | 3.27 |
Real Estate | 2.01 | 7.03 |
Consumer Defensive | 4.48 | 0 |
Energy | - | 7.22 |
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