Motilal Oswal Focused 25 Fund (MOF25) vs SBI Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Month | -2.61% | -1.38% |
6 Month | 5.6% | 6.42% |
1 Year | 4.19% | -11% |
3 Year | 15.72% | 10.66% |
5 Year | 19.7% | 13.76% |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 5.08% | 10.83% |
1 Year | 11.38% | 4.23% |
3 Year | 16.9% | 9.59% |
5 Year | 15.76% | 10.23% |
Rolling Lumpsum Returns
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% |
Risk Management
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 | 1.21% | 0.53% |
Beta | 0.7% | 1.11% |
Alpha | 2.45% | -7.7% |
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Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 |
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