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) ₹7729 Cr ₹1925 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 2.05
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 -0.68% -1.04%
6 Month 3.53% 0.12%
1 Year 21.08% 15.86%
3 Year 14.43% 12.43%
5 Year 16.57% 13.11%

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 11.08% 6.57%
3 Year 19.16% 15.69%
5 Year 19.01% 15.07%

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 12.77% 13.75%
3 Year 12.19% 12.72%
5 Year 13.25% 12.8%

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 0.66% 0.44%
Beta 0.93% 0.9%
Alpha -0.79% -2.83%

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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 5.17 0.1
Large Cap 79.66 20.95
Mid Cap 12.51 45.19
Small Cap 2.27 33.74

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

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

Others 5.17 0.1
Petroleum Products 4.8 -
IT - Software 12.49 0.99
Construction 4.42 2.45
Diversified FMCG 1.61 -
Non - Ferrous Metals 1.7 -
Banks 23.64 7.29
Pharmaceuticals & Biotechnology 4.3 1.31
Automobiles 7.91 1.55
Insurance 5.47 11.72
Agricultural Food & other Products 2.05 -
Realty 2.5 -
Consumer Durables 4.26 2.09
Finance 4.67 18.57
Telecom - Services 5.39 -
Cement & Cement Products 1.74 -
Power 4.59 -
Beverages 2.9 -
IT - Services - 9.29
Transport Infrastructure - 5.91
Auto Components - 19.37
Leisure Services - 2.87
Retailing - 9.73
Fertilizers & Agrochemicals - 1.98
Financial Technology (Fintech) - 4.76

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