Motilal Oswal Focused 25 Fund (MOF25) vs Tata Focused Equity Fund compare
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Fund | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1555 Cr | ₹1739 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 13 May 2013 | 05 Dec 2019 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 70% | 32.33% |
Expense Ratio | 2.15 | 2.04 |
Manager | Rakesh Shetty | Kapil Malhotra |
ISIN Code | INF247L01155 | INF277K010Y2 |
Exits Load | Motilal Oswal Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
1 Month | 1.63% | 0.12% |
6 Month | -7.04% | -5.11% |
1 Year | -5.83% | 1.49% |
3 Year | 14.69% | 20.34% |
5 Year | 15.19% | 22.65% |
SIP Return Analysis
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
6 Month | 10.96% | 5.62% |
1 Year | -1.14% | -0.48% |
3 Year | 8.7% | 14.36% |
5 Year | 9.75% | 15.72% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
1 Year | 13.09% | 20.84% |
3 Year | 12.57% | 18.86% |
5 Year | 13.03% | 19.02% |
Risk Management
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 12.4% | 14.255% |
Sharp | 0.4% | 0.518% |
Beta | 1.11% | 0.995% |
Alpha | -6.42% | -0.625% |
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Fund Managers
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Name | Rakesh Shetty | Kapil Malhotra |
Total AUM | ₹33886 Cr | ₹18472 Cr |
Funds Managed | 19 | 7 |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 1.7 | 4.77 |
Small Cap | 53.3 | 20.69 |
Mid Cap | 33.87 | 16.49 |
Large Cap | 11.14 | 58.06 |
Sector Allocation
Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 1.7 | 4.77 |
Healthcare | 3.7 | 7.4 |
Electrical Equipment | 9.65 | - |
Pharmaceuticals & Biotechnology | 2.3 | - |
Aerospace & Defense | 12.42 | - |
Chemicals & Petrochemicals | 2.88 | - |
Capital Goods | 6.65 | - |
Transport Infrastructure | 2.77 | - |
Finance | 20.25 | - |
Auto Components | 10.32 | - |
Consumer Durables | 5.73 | - |
Industrial Products | 2.83 | - |
Capital Markets | 5.45 | - |
Industrial Manufacturing | 2.57 | - |
Beverages | 4.72 | - |
Financial Technology (Fintech) | 6.07 | - |
Energy | - | 4.04 |
Consumer Cyclical | - | 16.91 |
Industrials | - | 13.18 |
Financial Services | - | 28.27 |
Communication Services | - | 1.99 |
Basic Materials | - | 2.32 |
Real Estate | - | 2.06 |
Technology | - | 12.7 |
Utilities | - | 6.35 |
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