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 | 1.95% | 8.87% |
6 Month | 3.84% | -8.09% |
1 Year | 10.98% | -0.33% |
3 Year | 16.52% | 12.47% |
5 Year | 22.18% | 16.49% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 4.74% | 5.97% |
1 Year | 8.03% | -6.62% |
3 Year | 16.84% | 8.17% |
5 Year | 15.95% | 9.52% |
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 | 0.65% | 0.18% |
Beta | 0.72% | 1.03% |
Alpha | 0.76% | -6.87% |
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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 | 18.92 | 9.95 |
Large Cap | 44.17 | 9.23 |
Small Cap | 8.17 | 54.6 |
Mid Cap | 28.74 | 26.22 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 18.92 | 9.95 |
Telecom - Services | 5.14 | - |
Retailing | 1.98 | - |
Banks | 21.69 | 1.79 |
Automobiles | 3.19 | 2.04 |
Cement & Cement Products | 3.2 | - |
Auto Components | 7.34 | 10.52 |
Consumer Durables | 1.15 | 5.39 |
Electrical Equipment | 2.37 | 12.27 |
Personal Products | 3.67 | - |
Finance | 9.39 | 18.69 |
Chemicals & Petrochemicals | 4.47 | 2.42 |
Pharmaceuticals & Biotechnology | 3.77 | 5.09 |
Food Products | 2.46 | - |
Transport Infrastructure | 2.35 | 2.55 |
Textiles & Apparels | 2.3 | - |
Leisure Services | 3.66 | 0.14 |
Power | 2.95 | - |
Aerospace & Defense | - | 8.1 |
IT - Software | - | 2.89 |
Industrial Products | - | 3.07 |
Capital Markets | - | 5.02 |
Beverages | - | 4.58 |
Financial Technology (Fintech) | - | 5.49 |
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