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

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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tortoise-icon 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

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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