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 Risk | Very High Risk |
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 | -2.51% | -10.07% |
6 Month | -7.5% | -23.39% |
1 Year | 15.11% | -5.13% |
3 Year | 18.66% | 6.72% |
5 Year | - | 8.72% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -4.93% | -28.59% |
3 Year | 23.21% | 1.21% |
5 Year | - | 6.13% |
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 | 15.574% | 12.4% |
Sharp | 0.78% | 0.16% |
Beta | 0.992% | 0.96% |
Alpha | 4.108% | -5.07% |
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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 |
Fund Manage | 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 | 6.65 | 0.1 |
Large Cap | 51.13 | 20.95 |
Small Cap | 14.69 | 33.74 |
Mid Cap | 27.53 | 45.19 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 6.65 | 0.1 |
IT - Software | 8.61 | 0.99 |
Construction | 4.89 | 2.45 |
Pharmaceuticals & Biotechnology | 7.45 | 1.31 |
Banks | 17.9 | 7.29 |
Electrical Equipment | 9.4 | - |
Paper, Forest & Jute Products | 4 | - |
Aerospace & Defense | 2.68 | - |
Beverages | 5.24 | - |
Consumer Durables | 11.36 | 2.09 |
Agricultural, Commercial & Construction Vehicles | 3.31 | - |
Healthcare Services | 3.55 | - |
Transport Services | 4.33 | - |
Retailing | 10.63 | 9.73 |
IT - Services | - | 9.29 |
Transport Infrastructure | - | 5.91 |
Automobiles | - | 1.55 |
Finance | - | 18.57 |
Auto Components | - | 19.37 |
Leisure Services | - | 2.87 |
Insurance | - | 11.72 |
Fertilizers & Agrochemicals | - | 1.98 |
Financial Technology (Fintech) | - | 4.76 |
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