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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 Fund-Regular Plan-Growth
Chart Comparison
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) | ₹1464 Cr | ₹1825 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 | 1.3% | 2.09% |
| 6 Month | 18.05% | 14.33% |
| 1 Year | -16.1% | -5.68% |
| 3 Year | 7.96% | 14.97% |
| 5 Year | 13.08% | 20.07% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.64% | 3.9% |
| 1 Year | 4.91% | 8.22% |
| 3 Year | 7.13% | 13.85% |
| 5 Year | 8.31% | 14.8% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.53% | 19.73% |
| 3 Year | 12.59% | 18.87% |
| 5 Year | 13.21% | 21.71% |
Risk Management
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.4% | 13.13% |
| Sharp | 0.16% | 0.62% |
| Beta | 1.11% | 0.93% |
| Alpha | -7.44% | 0.77% |
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 | 9.79 |
| Small Cap | 43.05 | 18.27 |
| Mid Cap | 37.96 | 15.42 |
| Large Cap | 3.09 | 56.53 |
Sector Allocation
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.71 | 9.79 |
| Basic Materials | 3.46 | 2.36 |
| Communication Services | 1.26 | - |
| Healthcare | 4.12 | 15.33 |
| Industrials | 16.72 | 7.99 |
| Technology | 23.87 | 13.58 |
| Financial Services | 23.15 | 26.76 |
| Utilities | 2.62 | 6.83 |
| Consumer Cyclical | 15.59 | 9.41 |
| Real Estate | 2.01 | 1.78 |
| Consumer Defensive | 4.48 | 1.93 |
| Energy | - | 4.24 |
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