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)	₹37764 Cr	₹1464 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	4.27%	2.4%
6 Month	15.02%	19.06%
1 Year	5.71%	-16.51%
3 Year	14.93%	7.9%
5 Year	19.42%	13.17%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month	4.48%	3.64%
1 Year	14.96%	4.91%
3 Year	16.76%	7.13%
5 Year	15.2%	8.31%

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	12.03%	12.4%
Sharp	0.8%	0.16%
Beta	0.69%	1.11%
Alpha	2.01%	-7.44%

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	21.43	15.9
Mid Cap	30.8	37.96
Large Cap	40.48	3.09
Small Cap	7.3	43.05

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	5.91	2.71
Communication Services	11.51	1.26
Consumer Cyclical	20.85	15.59
Basic Materials	10.48	3.46
Financial Services	31.27	23.15
Industrials	4.92	16.72
Consumer Defensive	5.55	4.48
Healthcare	3.08	4.12
Utilities	2.42	2.62
Technology	4	23.87
Real Estate	-	2.01