Motilal Oswal Focused 25 Fund (MOF25) vs Aditya Birla Sun Life Focused Equity Fund compare

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Fund Aditya Birla Sun Life Focused Equity Fund -Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7642 Cr ₹1970 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 05 Oct 2005 05 May 2013
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 45% 70%
Expense Ratio 1.82 2.05
Manager Dhaval Joshi Rakesh Shetty
ISIN Code INF209K01462 INF247L01155
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month -5.82% -8.8%
6 Month 10.78% 9.62%
1 Year 37.23% 29.77%
3 Year 13.8% 11.19%
5 Year 17.63% 14.43%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month - -
1 Year 15.15% 12.14%
3 Year 33.2% 27.06%
5 Year 62.4% 48.6%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year 12.75% 13.56%
3 Year 12.27% 12.74%
5 Year 13.25% 12.75%

Risk Management

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation 12.25% 12.4%
Sharp 0.77% 0.63%
Beta 0.93% 0.86%
Alpha -0.71% -1.38%

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Fund Managers

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Name Dhaval Joshi Rakesh Shetty
Total AUM ₹361932 Cr ₹33886 Cr
Fund Manage 55 19
Aditya Birla Sun Life Focused Equity Fund -Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

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

Others 3.32 2.41
Large Cap 82.9 24.01
Mid Cap 11.95 56.05
Small Cap 1.84 17.5

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

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

Others 2.93 2.41
Communication 5.74 5.57
Energy 9.17 2.72
Technology 10.52 5.7
Materials 3.82 -
Construction 9.13 4.17
Consumer Staples 6.37 -
Financial 33.34 15.07
Healthcare 4.04 6.7
Automobile 8.17 19.63
Insurance 2.78 9.95
Consumer Discretionary 4 2.89
Capital Goods - 6.43
Services - 18.73

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