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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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