Motilal Oswal Focused 25 Fund (MOF25) vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Month | 2.07% | 0.57% |
6 Month | -0.06% | -17.87% |
1 Year | 9.36% | -9.37% |
3 Year | 13.8% | 7.84% |
5 Year | 20.57% | 12.75% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 2.86% | -4.94% |
1 Year | 3.76% | -23.38% |
3 Year | 15.99% | 2.95% |
5 Year | 15.77% | 6.68% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Year | 16.6% | 13.81% |
3 Year | 15.37% | 12.65% |
5 Year | 16.58% | 12.9% |
Risk Management
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 | 0.39% | 0.06% |
Beta | 0.73% | 1.04% |
Alpha | -0.42% | -6.15% |
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Fund Managers
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 |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 23.8 | 13.92 |
Small Cap | 8.33 | 53.2 |
Large Cap | 38.05 | 6.78 |
Mid Cap | 29.82 | 26.1 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 5.74 | 12.23 |
Communication Services | 9.72 | - |
Consumer Cyclical | 19.18 | 13.18 |
Financial Services | 31.96 | 35.01 |
Basic Materials | 6.93 | - |
Industrials | 5.04 | 12.38 |
Consumer Defensive | 6.57 | 3.73 |
Healthcare | 7.85 | 3.35 |
Utilities | 2.68 | - |
Technology | 4.32 | 20.13 |
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