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

Link copied to clipboard!

SBI Focused Equity Fund - Regular Plan -Growth

Invest Now

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Invest Now

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	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%

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%

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%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	18.92	9.95
Large Cap	44.17	9.23
Small Cap	8.17	54.6
Mid Cap	28.74	26.22

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