Motilal Oswal Focused 25 Fund (MOF25) vs SBI Focused Equity Fund compare

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SBI Focused Fund - Regular Plan -Growth

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Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Fund	SBI Focused Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹38610 Cr	₹1564 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	08 Oct 2004	13 May 2013
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	12%	70%
Expense Ratio	1.57	2.15
Manager	Pradeep Kesavan	Rakesh Shetty
ISIN Code	INF200K01370	INF247L01155
Exits Load	SBI Focused Equity Fund - Regular Plan - 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

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month	-3.73%	-2.43%
6 Month	4.39%	5.28%
1 Year	2.95%	-11.32%
3 Year	14.9%	9.89%
5 Year	19.42%	13.51%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month	7.42%	8.23%
1 Year	14.73%	-0.89%
3 Year	17.62%	7.15%
5 Year	15.99%	8.66%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year	16.19%	12.53%
3 Year	15.37%	12.59%
5 Year	16.68%	13.21%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation	10.55%	17.61%
Sharp	0.83%	0.29%
Beta	0.70%	1.11%
Alpha	2.48%	-7.07%

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Scheme Name	SBI Focused Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Name	Pradeep Kesavan	Rakesh Shetty
Total AUM	₹434274 Cr	₹33886 Cr
Funds Managed	43	19
	SBI Focused Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	21.8	5.42
Mid Cap	31.5	37.14
Large Cap	39.1	8.56
Small Cap	7.6	48.88

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	6.48	0.94
Communication Services	11.01	-
Consumer Cyclical	21.37	12.59
Basic Materials	11.2	2.4
Financial Services	29.69	26.75
Industrials	4.67	30.92
Consumer Defensive	5.49	4.41
Healthcare	3.12	4.48
Utilities	2.66	-
Technology	4.31	15.51
Real Estate	-	2