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

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SBI Focused Equity 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 Equity Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Fund	SBI Focused Equity Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹34678 Cr	₹1504 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	2.04
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 Equity Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month	2.86%	6.75%
6 Month	2.05%	-8.16%
1 Year	8.33%	-3.54%
3 Year	19.07%	13.44%
5 Year	21.04%	15.41%

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month	7.09%	10.96%
1 Year	11.2%	-1.14%
3 Year	17.2%	8.7%
5 Year	16.02%	9.75%

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year	16.38%	13.09%
3 Year	15.32%	12.57%
5 Year	16.61%	13.03%

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation	12.03%	12.4%
Sharp	0.91%	0.4%
Beta	0.71%	1.11%
Alpha	1.58%	-6.42%

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Scheme Name	SBI Focused Equity 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 Equity Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	16.74	1.7
Large Cap	45.61	11.14
Small Cap	7.62	53.3
Mid Cap	30.03	33.87

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	16.74	1.7
Telecom - Services	5.49	-
Retailing	1.79	-
Banks	23.11	-
Automobiles	3.24	-
Cement & Cement Products	3.05	-
Auto Components	7.6	10.32
Consumer Durables	1.14	5.73
Electrical Equipment	2.1	9.65
Personal Products	3.76	-
Chemicals & Petrochemicals	5.12	2.88
Pharmaceuticals & Biotechnology	3.63	2.3
Finance	9.08	20.25
Food Products	2.26	-
Transport Infrastructure	2.36	2.77
Textiles & Apparels	2.4	-
Leisure Services	4.14	-
Power	2.99	-
Healthcare	-	3.7
Aerospace & Defense	-	12.42
Capital Goods	-	6.65
Industrial Products	-	2.83
Capital Markets	-	5.45
Industrial Manufacturing	-	2.57
Beverages	-	4.72
Financial Technology (Fintech)	-	6.07