Motilal Oswal Focused 25 Fund (MOF25) vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Fund | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3361 Cr | ₹1504 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 29 Sep 2020 | 13 May 2013 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 84% | 70% |
Expense Ratio | 1.87 | 2.04 |
Manager | Hiten Jain | Rakesh Shetty |
ISIN Code | INF205KA1189 | INF247L01155 |
Exits Load | Invesco India Focused 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 | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Month | 6.18% | 6.92% |
6 Month | -8.94% | -21.59% |
1 Year | 13.77% | -8.27% |
3 Year | 19.95% | 6.74% |
5 Year | - | 13.88% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | -5.34% | -10.57% |
1 Year | -10.15% | -30.14% |
3 Year | 22.21% | -0.25% |
5 Year | - | 4.69% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
1 Year | 20.31% | 13.81% |
3 Year | 21.04% | 12.65% |
5 Year | - | 12.9% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Standard Deviation | 15.823% | 12.4% |
Sharp | 0.731% | 0.06% |
Beta | 0.973% | 1.04% |
Alpha | 5.017% | -6.15% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Name | Hiten Jain | Rakesh Shetty |
Total AUM | ₹4078 Cr | ₹33886 Cr |
Funds Managed | 4 | 19 |
INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 6.39 | 13.92 |
Large Cap | 56.74 | 6.78 |
Small Cap | 14.1 | 53.2 |
Mid Cap | 22.77 | 26.1 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 6.39 | 12.23 |
Technology | 13.99 | 20.13 |
Industrials | 26.95 | 12.38 |
Healthcare | 10.98 | 3.35 |
Financial Services | 17.84 | 35.01 |
Basic Materials | 3.86 | - |
Consumer Cyclical | 15.09 | 13.18 |
Consumer Defensive | 4.89 | 3.73 |
Top Comparisons
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns13.73%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns11.7%
HSBC Midcap Fund - Regular Growth
3Y Returns18.08%
Quant Mid Cap Fund-Growth
3Y Returns16.75%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns13.1%
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns13.1%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.81%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.81%