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) | ₹26230 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 | 0.08% | 0.38% |
| 6 Month | 3.8% | -0.62% |
| 1 Year | 14.57% | 4.83% |
| 3 Year | 21.33% | 9.7% |
| 5 Year | 22.95% | 8.03% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | 1.72% | 0.95% |
| 1 Year | 11.94% | 10.88% |
| 3 Year | 17.51% | 5.71% |
| 5 Year | 20.23% | 7.33% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Year | 14.78% | 11.33% |
| 3 Year | 13.38% | 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 | 15.92 | 38.36 |
| Small Cap | 11.69 | 24.5 |
| Large Cap | 68.6 | 13.03 |
| Mid Cap | 3.78 | 24.11 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 14.07 | 3.44 |
| Financial Services | 40.05 | 23.43 |
| Industrials | 5.1 | 13.17 |
| Healthcare | 6.7 | 4.12 |
| Consumer Cyclical | 20.38 | 19.47 |
| Basic Materials | 2.05 | 6.54 |
| Real Estate | 1.86 | - |
| Communication Services | 2.4 | 3.5 |
| Utilities | 2.78 | 2.3 |
| Technology | 4.61 | 19.65 |
| Consumer Defensive | - | 4.38 |
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