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

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

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HDFC Focused Fund - GROWTH PLAN

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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	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)	₹26230 Cr	₹1521 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	0.23%	-2.51%
6 Month	5.48%	0.84%
1 Year	8.59%	-7.73%
3 Year	20.37%	8.17%
5 Year	25.12%	9.48%

SIP Return Analysis

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month	2.21%	-0.38%
1 Year	15.13%	10.87%
3 Year	19.01%	6.16%
5 Year	21.14%	7.53%

Rolling Lumpsum Returns

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year	14.91%	11.53%
3 Year	13.3%	12.45%
5 Year	12.35%	13.03%

Risk Management

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation	9.72%	12.4%
Sharp	1.31%	0.23%
Beta	0.72%	1.13%
Alpha	6.50%	-7.26%

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	14.67	30.73
Small Cap	12.5	30.92
Large Cap	69.27	9.43
Mid Cap	3.56	28.92

Sector Allocation

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Others	12.73	4.28
Financial Services	39.92	22.79
Real Estate	1.94	-
Industrials	4.92	13.7
Healthcare	7.07	3.47
Consumer Cyclical	21.45	14.59
Basic Materials	2.33	9.79
Communication Services	2.45	3.08
Utilities	2.75	2.82
Technology	4.45	21.29
Consumer Defensive	-	4.19

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