Motilal Oswal Focused 25 Fund (MOF25) vs Tata Focused Equity Fund compare

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)	₹1513 Cr	₹1881 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	0.76%	-1.12%
6 Month	0.1%	-0.09%
1 Year	-1.01%	2.32%
3 Year	9.43%	14.19%
5 Year	8.04%	15.02%

SIP Return Analysis

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
6 Month	0.95%	0.34%
1 Year	10.88%	7.12%
3 Year	5.71%	10.1%
5 Year	7.33%	12.24%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Year	11.33%	16.66%
3 Year	12.43%	18.19%
5 Year	12.92%	19.89%

Risk Management

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.4%	12.55%
Sharp	0.3%	0.72%
Beta	1.13%	0.91%
Alpha	-7.01%	-0.98%

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	38.36	7.53
Mid Cap	24.11	11.1
Large Cap	13.03	71.56
Small Cap	24.5	9.81

Sector Allocation

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	3.44	5.77
Basic Materials	6.54	6.64
Healthcare	4.12	12.97
Technology	19.65	12.83
Consumer Cyclical	19.47	10.1
Industrials	13.17	9.29
Utilities	2.3	5.47
Financial Services	23.43	27.61
Communication Services	3.5	-
Consumer Defensive	4.38	1.84
Energy	-	4.63
Real Estate	-	2.86

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