Motilal Oswal Focused 25 Fund (MOF25) vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
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) | ₹22444 Cr | ₹1464 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 | 3.26% | 2.4% |
6 Month | 14.52% | 19.06% |
1 Year | 5.64% | -16.51% |
3 Year | 21.57% | 7.9% |
5 Year | 28.13% | 13.17% |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | 4.57% | 3.64% |
1 Year | 15.71% | 4.91% |
3 Year | 21.4% | 7.13% |
5 Year | 23.19% | 8.31% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Year | 15.45% | 12.53% |
3 Year | 12.91% | 12.59% |
5 Year | 12.12% | 13.21% |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Standard Deviation | 9.99% | 12.4% |
Sharp | 1.39% | 0.16% |
Beta | 0.72% | 1.11% |
Alpha | 8.16% | -7.44% |
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 | 14.69 | 15.9 |
Small Cap | 13.81 | 43.05 |
Large Cap | 68.25 | 3.09 |
Mid Cap | 3.25 | 37.96 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 11.94 | 2.71 |
Financial Services | 39.52 | 23.15 |
Real Estate | 2.76 | 2.01 |
Industrials | 4.51 | 16.72 |
Healthcare | 8.01 | 4.12 |
Consumer Cyclical | 23.11 | 15.59 |
Basic Materials | 2.8 | 3.46 |
Communication Services | 2.68 | 1.26 |
Utilities | 0.58 | 2.62 |
Technology | 4.1 | 23.87 |
Consumer Defensive | - | 4.48 |
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