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)	₹1555 Cr	₹1796 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

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Month	-0.22%	3.91%
6 Month	-4.4%	-2.3%
1 Year	-7.35%	-0.25%
3 Year	13.69%	19.93%
5 Year	14.36%	22.23%

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
6 Month	11.84%	7.6%
1 Year	0.7%	3.96%
3 Year	9.36%	16%
5 Year	10.12%	16.7%

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Year	13.09%	20.84%
3 Year	12.57%	18.86%
5 Year	13.03%	19.02%

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.4%	14.17%
Sharp	0.4%	0.72%
Beta	1.11%	0.94%
Alpha	-6.42%	-0.41%

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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

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	1.68	8.09
Small Cap	55.05	17.77
Mid Cap	34.43	15.48
Large Cap	8.85	58.66

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	1.68	8.09
Healthcare	3.94	12.69
Electrical Equipment	10.97	-
Aerospace & Defense	14.67	-
Chemicals & Petrochemicals	2.36	-
Capital Goods	6.68	-
Transport Infrastructure	2.71	-
Finance	20.26	-
Auto Components	10.14	-
Consumer Durables	4.92	-
Industrial Products	3.05	-
Capital Markets	5.77	-
Industrial Manufacturing	2.4	-
Textiles & Apparels	0.45	-
Beverages	4.38	-
Financial Technology (Fintech)	5.63	-
Energy	-	4.4
Technology	-	14.36
Consumer Cyclical	-	11.58
Industrials	-	7.74
Consumer Defensive	-	1.83
Financial Services	-	28.45
Basic Materials	-	2.2
Real Estate	-	1.93
Utilities	-	6.75