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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 | -2.51% | 0.49% |
| 6 Month | 0.84% | 4.53% |
| 1 Year | -7.73% | -1.37% |
| 3 Year | 8.17% | 14.15% |
| 5 Year | 9.48% | 16.98% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.53% | 2.91% |
| 1 Year | 12.29% | 12.56% |
| 3 Year | 6.35% | 12.52% |
| 5 Year | 7.65% | 13.72% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.53% | 17.17% |
| 3 Year | 12.45% | 18.34% |
| 5 Year | 13.03% | 20.03% |
Risk Management
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.4% | 12.46% |
| Sharp | 0.23% | 0.59% |
| Beta | 1.13% | 0.90% |
| Alpha | -7.26% | -0.41% |
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 | 30.73 | 10.53 |
| Small Cap | 30.92 | 11.11 |
| Mid Cap | 28.92 | 11.11 |
| Large Cap | 9.43 | 67.26 |
Sector Allocation
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.28 | 8.02 |
| Basic Materials | 9.79 | 5.98 |
| Communication Services | 3.08 | - |
| Healthcare | 3.47 | 12.23 |
| Technology | 21.29 | 13.26 |
| Industrials | 13.7 | 9.24 |
| Utilities | 2.82 | 5.57 |
| Financial Services | 22.79 | 27.81 |
| Consumer Cyclical | 14.59 | 8.09 |
| Consumer Defensive | 4.19 | 1.85 |
| Energy | - | 4.43 |
| Real Estate | - | 3.53 |
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