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

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tortoise-icon Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

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tortoise-icon Tata Focused Equity 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 Equity Fund-Regular Plan-Growth
Fund Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1925 Cr ₹1848 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 2.05 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 Equity Fund-Regular Plan-Growth
1 Month -8% -6.87%
6 Month -8.73% -5.04%
1 Year 6.74% 12.04%
3 Year 8.11% 12.33%
5 Year 11.83% 17.24%

SIP Return Analysis

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year -5.39% 1.77%
3 Year 11.23% 17.53%
5 Year 12.37% 19.2%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Tata Focused Equity Fund-Regular Plan-Growth
1 Year 13.75% 23.17%
3 Year 12.72% 19.75%
5 Year 12.8% -

Risk Management

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 12.4% 12.55%
Sharp 0.35% 0.97%
Beta 0.9% 0.96%
Alpha -2.54% -0.29%

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Fund Managers

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Tata Focused Equity Fund-Regular Plan-Growth
Name Rakesh Shetty Kapil Malhotra
Total AUM ₹33886 Cr ₹18472 Cr
Fund Manage 19 7
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Tata Focused Equity Fund-Regular Plan-Growth

Market Cap

Scheme Name

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Tata Focused Equity Fund-Regular Plan-Growth

Others 0.1 4.67
Large Cap 20.95 57.48
Mid Cap 45.19 21.53
Small Cap 33.74 16.32

Sector Allocation

Scheme Name

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Tata Focused Equity Fund-Regular Plan-Growth

Others 0.1 4.67
IT - Software 0.99 -
IT - Services 9.29 -
Construction 2.45 5.14
Banks 7.29 -
Pharmaceuticals & Biotechnology 1.31 -
Transport Infrastructure 5.91 -
Automobiles 1.55 -
Finance 18.57 -
Consumer Durables 2.09 -
Auto Components 19.37 -
Leisure Services 2.87 -
Retailing 9.73 -
Insurance 11.72 2.16
Fertilizers & Agrochemicals 1.98 -
Financial Technology (Fintech) 4.76 -
Energy - 12.19
Automobile - 8.46
Materials - 4.98
Financial - 26.79
Healthcare - 7.47
Technology - 9.76
Capital Goods - 5.91
Services - 12.47

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