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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) | ₹1532 Cr | ₹1866 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 | 0.38% | 0.88% |
| 6 Month | 1.92% | 5.54% |
| 1 Year | -3.42% | 0.5% |
| 3 Year | 8.44% | 13.78% |
| 5 Year | 10.28% | 17.58% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.47% | 3.09% |
| 1 Year | 13.69% | 11.97% |
| 3 Year | 7.5% | 12.95% |
| 5 Year | 8.47% | 14.12% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.54% | 17.28% |
| 3 Year | 12.47% | 18.35% |
| 5 Year | 13.04% | 20.06% |
Risk Management
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.4% | 12.52% |
| Sharp | 0.26% | 0.65% |
| Beta | 1.12% | 0.91% |
| Alpha | -7.5% | -0.40% |
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 | 27.41 | 10.53 |
| Small Cap | 30.04 | 11.11 |
| Mid Cap | 34.55 | 11.11 |
| Large Cap | 8 | 67.26 |
Sector Allocation
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.48 | 8.02 |
| Basic Materials | 11.09 | 5.98 |
| Communication Services | 2.6 | - |
| Healthcare | 3.86 | 12.23 |
| Industrials | 8.42 | 9.24 |
| Technology | 27.63 | 13.26 |
| Utilities | 2.8 | 5.57 |
| Consumer Cyclical | 15.97 | 8.09 |
| Financial Services | 16.1 | 27.81 |
| Consumer Defensive | 4.06 | 1.85 |
| Energy | - | 4.43 |
| Real Estate | - | 3.53 |
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