Motilal Oswal Focused 25 Fund (MOF25) vs HSBC Focused Fund compare

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

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tortoise-icon HSBC Focused Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
Fund Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1925 Cr ₹1754 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 13 May 2013 22 Jul 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 70% 95%
Expense Ratio 2.05 2.1
Manager Rakesh Shetty Cheenu Gupta
ISIN Code INF247L01155 INF336L01PE6
Exits Load Motilal Oswal Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
1 Month -1.04% 3.01%
6 Month 0.12% 8.57%
1 Year 15.86% 23.8%
3 Year 12.43% 16.68%
5 Year 13.11% -

SIP Return Analysis

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
6 Month - -
1 Year 6.57% 21.66%
3 Year 15.69% 24.23%
5 Year 15.07% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
1 Year 13.75% 20.93%
3 Year 12.72% 18.43%
5 Year 12.8% -

Risk Management

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
Standard Deviation 12.4% 12.6%
Sharp 0.44% 0.85%
Beta 0.9% 1.04%
Alpha -2.83% -1.74%

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Fund Managers

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
Name Rakesh Shetty Cheenu Gupta
Total AUM ₹33886 Cr ₹0 Cr
Fund Manage 19 9
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth

Market Cap

Scheme Name

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

HSBC Focused Fund - Regular Growth

Others 0.1 6.19
Large Cap 20.95 54.9
Mid Cap 45.19 19.26
Small Cap 33.74 19.65

Sector Allocation

Scheme Name

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

HSBC Focused Fund - Regular Growth

Others 0.1 6.19
IT - Software 0.99 -
IT - Services 9.29 -
Construction 2.45 12.05
Banks 7.29 -
Pharmaceuticals & Biotechnology 1.31 -
Transport Infrastructure 5.91 -
Automobiles 1.55 -
Finance 18.57 -
Consumer Durables 2.09 -
Auto Components 19.37 -
Leisure Services 2.87 -
Retailing 9.73 -
Insurance 11.72 -
Fertilizers & Agrochemicals 1.98 -
Financial Technology (Fintech) 4.76 -
Energy - 8.95
Technology - 6.61
Financial - 21.32
Consumer Staples - 2.19
Automobile - 6.4
Healthcare - 9.27
Services - 8.02
Consumer Discretionary - 8.88
Capital Goods - 6.14
Chemicals - 1.15
Metals & Mining - 2.83

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