Motilal Oswal Focused 25 Fund (MOF25) vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Fund | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11553 Cr | ₹1504 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 26 Jul 2007 | 13 May 2013 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.24% | 70% |
Expense Ratio | 1.78 | 2.04 |
Manager | Sandeep Manam | Rakesh Shetty |
ISIN Code | INF090I01981 | INF247L01155 |
Exits Load | Franklin India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Month | 2.98% | 7.08% |
6 Month | -13.74% | -26.44% |
1 Year | 2.51% | -9.48% |
3 Year | 14.01% | 6.2% |
5 Year | 28.02% | 16.07% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | -5.08% | -13.47% |
1 Year | -10.11% | -27.76% |
3 Year | 13.95% | 2.38% |
5 Year | 18.05% | 6.66% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Year | 12.63% | 13.81% |
3 Year | 15.24% | 12.65% |
5 Year | 17.1% | 12.9% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Standard Deviation | 11.81% | 12.4% |
Sharp | 0.61% | 0.01% |
Beta | 0.89% | 1.02% |
Alpha | 2% | -6.8% |
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Fund Managers
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Name | Sandeep Manam | Rakesh Shetty |
Total AUM | ₹74256 Cr | ₹33886 Cr |
Funds Managed | 20 | 19 |
Franklin India Focused Equity Fund - Growth Plan | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Market Cap
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 4.77 | 13.92 |
Large Cap | 77.06 | 6.78 |
Mid Cap | 13.61 | 26.1 |
Small Cap | 4.55 | 53.2 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 4.77 | 12.23 |
Energy | 6.28 | - |
Technology | 7.14 | 20.13 |
Basic Materials | 6.14 | - |
Consumer Defensive | 4.33 | 3.73 |
Financial Services | 33.91 | 35.01 |
Healthcare | 9.31 | 3.35 |
Industrials | 7.97 | 12.38 |
Communication Services | 5.49 | - |
Consumer Cyclical | 11.96 | 13.18 |
Real Estate | 2.7 | - |
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