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

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

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

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Tata Focused Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
Fund	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹1467 Cr	₹1819 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 Fund-Regular Plan-Growth
1 Month	1.4%	-0.58%
6 Month	18.01%	12.11%
1 Year	-13.04%	-4.55%
3 Year	10.35%	16.88%
5 Year	12.5%	19.47%

SIP Return Analysis

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
6 Month	3.01%	1.5%
1 Year	10.82%	7.95%
3 Year	7.59%	12.63%
5 Year	8.5%	13.98%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Year	12.17%	18.6%
3 Year	12.54%	18.64%
5 Year	13.15%	20.38%

Risk Management

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.4%	12.87%
Sharp	0.23%	0.73%
Beta	1.12%	0.93%
Alpha	-7.79%	0.66%

Fund Managers

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

Market Cap

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	15.9	6.52
Small Cap	43.05	16.22
Mid Cap	37.96	16.71
Large Cap	3.09	60.55

Sector Allocation

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	2.71	5.95
Basic Materials	3.46	2.45
Communication Services	1.26	-
Healthcare	4.12	17.28
Industrials	14.11	10.15
Technology	26.48	15.15
Financial Services	23.15	25.71
Utilities	2.62	6.75
Consumer Cyclical	15.59	8.11
Real Estate	2.01	2.23
Consumer Defensive	4.48	2.05
Energy	-	4.16

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