Motilal Oswal Focused 25 Fund (MOF25) vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
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) | ₹7354 Cr | ₹1504 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 24 Oct 2005 | 13 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 | 2.04 |
Manager | Dhaval Joshi | Rakesh Shetty |
ISIN Code | INF209K01462 | INF247L01155 |
Exits Load | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Motilal Oswal Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | -2.1% | -6.57% |
6 Month | -10.04% | -28.93% |
1 Year | 3.81% | -10.57% |
3 Year | 13.58% | 6.96% |
5 Year | 17.44% | 10.52% |
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 | -7.87% | -19.01% |
1 Year | -11.3% | -36.94% |
3 Year | 12.09% | -1.77% |
5 Year | 14.19% | 4.18% |
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 | 12.97% | 13.81% |
3 Year | 12.3% | 12.65% |
5 Year | 13.39% | 12.9% |
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% | 16.732% |
Sharp | 0.46% | 0.009% |
Beta | 0.9% | 1.018% |
Alpha | 0.01% | -6.655% |
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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 | 4.66638 | 13.92115 |
Large Cap | 81.6157 | 6.77587 |
Mid Cap | 11.88893 | 26.09984 |
Small Cap | 1.82895 | 53.20317 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 1.68596 | 12.23047 |
Energy | 5.44155 | - |
Technology | 12.96748 | 20.1283 |
Industrials | 4.5773 | 12.37696 |
Consumer Defensive | 7.51964 | 3.72556 |
Basic Materials | 4.1487 | - |
Financial Services | 31.56661 | 35.00685 |
Healthcare | 3.49544 | 3.34723 |
Consumer Cyclical | 16.43838 | 13.18466 |
Real Estate | 2.79434 | - |
Communication Services | 5.53411 | - |
Utilities | 3.83045 | - |
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