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

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tortoise-icon SBI Focused 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 Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Fund SBI Focused Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹38610 Cr ₹1564 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 2.15
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 Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month -2.61% -1.38%
6 Month 5.6% 6.42%
1 Year 4.19% -11%
3 Year 15.72% 10.66%
5 Year 19.7% 13.76%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month 5.08% 10.83%
1 Year 11.38% 4.23%
3 Year 16.9% 9.59%
5 Year 15.76% 10.23%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year 16.19% 12.53%
3 Year 15.37% 12.59%
5 Year 16.68% 13.21%

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation 12.03% 12.4%
Sharp 1.21% 0.53%
Beta 0.7% 1.11%
Alpha 2.45% -7.7%

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Fund Managers

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

Market Cap

Scheme Name

SBI Focused Fund - Regular Plan -Growth

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

Others 21.8 5.42
Mid Cap 31.5 37.14
Large Cap 39.1 8.56
Small Cap 7.6 48.88

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

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

Others 6.48 0.94
Communication Services 11.01 -
Consumer Cyclical 21.37 12.59
Basic Materials 11.2 2.4
Financial Services 29.69 26.75
Industrials 4.67 30.92
Consumer Defensive 5.49 4.41
Healthcare 3.12 4.48
Utilities 2.66 -
Technology 4.31 15.51
Real Estate - 2

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