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 -9.57% -8.21%
6 Month -16.37% -5.31%
1 Year -1.09% 10.42%
3 Year 8.17% 13.16%
5 Year 10.72% -

SIP Return Analysis

Scheme Name Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option HSBC Focused Fund - Regular Growth
6 Month - -
1 Year -0.36% 14.65%
3 Year 13.88% 22.98%
5 Year 13.93% -

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 0.35% 0.85%
Beta 0.9% 1.04%
Alpha -2.54% -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 7.8
Large Cap 20.95 37.49
Mid Cap 45.19 16.89
Small Cap 33.74 37.82

Sector Allocation

Scheme Name

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

HSBC Focused Fund - Regular Growth

Others 0.1 7.8
IT - Software 0.99 8.04
IT - Services 9.29 -
Construction 2.45 2.24
Banks 7.29 12.64
Pharmaceuticals & Biotechnology 1.31 7.96
Transport Infrastructure 5.91 -
Automobiles 1.55 -
Finance 18.57 5.64
Consumer Durables 2.09 12.86
Auto Components 19.37 -
Leisure Services 2.87 -
Retailing 9.73 2.26
Insurance 11.72 -
Fertilizers & Agrochemicals 1.98 2.34
Financial Technology (Fintech) 4.76 4.27
Healthcare Services - 4.86
Diversified FMCG - 2.81
Chemicals & Petrochemicals - 2.64
Electrical Equipment - 2.97
Oil - 2.89
Industrial Manufacturing - 4.03
Commercial Services & Supplies - 2.07
Capital Markets - 5.58
Textiles & Apparels - 2.7
Industrial Products - 3.4

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