Motilal Oswal Focused 25 Fund (MOF25) vs HSBC Focused Fund compare
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
HSBC Focused Fund - Regular Growth
Chart Comparison
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) | ₹1504 Cr | ₹1628 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 | 2.04 | 2.09 |
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 | 1.87% | 3.17% |
6 Month | -26.31% | -14.76% |
1 Year | -13.7% | -2.66% |
3 Year | 4.89% | 10.9% |
5 Year | 13.17% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | -10.57% | -6.67% |
1 Year | -30.14% | -15.08% |
3 Year | -0.25% | 10.98% |
5 Year | 4.69% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 13.81% | 21.56% |
3 Year | 12.65% | 18.11% |
5 Year | 12.9% | - |
Risk Management
Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.4% | 16.134% |
Sharp | 0.06% | 0.335% |
Beta | 1.04% | 1.037% |
Alpha | -6.15% | -1.531% |
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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 |
Funds Managed | 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 | 13.92 | 11.94 |
Mid Cap | 26.1 | 20.59 |
Small Cap | 53.2 | 35.21 |
Large Cap | 6.78 | 32.27 |
Sector Allocation
Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 12.23 | 9.93 |
Technology | 20.13 | 12.64 |
Healthcare | 3.35 | 13.33 |
Financial Services | 35.01 | 26.78 |
Industrials | 12.38 | 16.16 |
Consumer Cyclical | 13.18 | 9.48 |
Consumer Defensive | 3.73 | 3.03 |
Basic Materials | - | 5.42 |
Energy | - | 3.23 |
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