Motilal Oswal Focused 25 Fund (MOF25) vs HDFC Focused 30 Fund compare

Motilal Oswal Focused 25 Fund (MOF25) vs HDFC Focused 30 Fund compare

Link copied to clipboard!

HDFC Focused Fund - GROWTH PLAN

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Fund	HDFC Focused Fund - GROWTH PLAN	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹26537 Cr	₹1513 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	17 Sep 2004	13 May 2013
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	24.96%	70%
Expense Ratio	1.67	2.15
Manager	Dhruv Muchhal	Rakesh Shetty
ISIN Code	INF179K01574	INF247L01155
Exits Load	HDFC Focused 30 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	HDFC Focused Fund - GROWTH PLAN	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month	-1.79%	-6.35%
6 Month	1.86%	-5.94%
1 Year	13.9%	4.22%
3 Year	21.25%	9.59%
5 Year	23.56%	7.67%

SIP Return Analysis

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month	-2.33%	-5.06%
1 Year	2.87%	-2.8%
3 Year	15.02%	2.04%
5 Year	18.98%	5.41%

Rolling Lumpsum Returns

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year	14.76%	11.27%
3 Year	13.4%	12.43%
5 Year	12.4%	12.92%

Risk Management

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation	11.38%	12.4%
Sharp	1.48%	0.3%
Beta	0.71%	1.13%
Alpha	6.46%	-7.01%

Fund Managers

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Name	Dhruv Muchhal	Rakesh Shetty
Total AUM	₹520687 Cr	₹33886 Cr
Funds Managed	40	19
	HDFC Focused Fund - GROWTH PLAN	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Market Cap

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	15.31	38.36
Small Cap	11.58	24.5
Large Cap	69.43	13.03
Mid Cap	3.68	24.11

Sector Allocation

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	13.56	3.44
Financial Services	40.71	23.43
Industrials	5.25	13.17
Healthcare	6.49	4.12
Consumer Cyclical	20.44	19.47
Basic Materials	2.17	6.54
Real Estate	1.75	-
Communication Services	2.38	3.5
Utilities	2.69	2.3
Technology	4.56	19.65
Consumer Defensive	-	4.38

Top Comparisons

Kotak Overnight Fund -Regular plan-Growth Option

3Y Returns6.3%

VS

PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns6.3%

Compare Now

Templeton India Value Fund - Growth Plan

3Y Returns17.66%

VS

Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns16.73%

Compare Now

DSP Quant Fund - Regular Plan - Growth

3Y Returns12.55%

VS

Quant Quantamental Fund Regular - Growth

3Y Returns17.6%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth

3Y Returns17.76%

VS

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns13.99%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully