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

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

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tortoise-icon Tata Focused Equity 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 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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