Motilal Oswal Focused 25 Fund (MOF25) vs INVESCO INDIA FOCUSED FUND compare

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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

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Chart Comparison

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

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) ₹2819 Cr ₹1970 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 08 Sep 2020 05 May 2013
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 84% 70%
Expense Ratio 1.92 2.05
Manager Hiten Jain Rakesh Shetty
ISIN Code INF205KA1189 INF247L01155
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month -5.43% -7.41%
6 Month 11.92% 7.77%
1 Year 51.16% 19.67%
3 Year 18.68% 9.99%
5 Year - 13.83%

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month - -
1 Year 38.38% 15.52%
3 Year 34.15% 17.83%
5 Year - 16.22%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year 18.11% 13.75%
3 Year 21.21% 12.72%
5 Year - 12.8%

Risk Management

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation 14.15% 12.4%
Sharp 1.12% 0.39%
Beta 0.93% 0.91%
Alpha 4.7% -2.84%

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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 10.14 2.41
Large Cap 61.33 24.01
Mid Cap 11.6 56.05
Small Cap 16.93 17.5

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

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

Others 4.52 2.41
Technology 9.49 5.7
Construction 6.32 4.17
Consumer Staples 9.97 -
Financial 18.89 15.07
Capital Goods 13.72 6.43
Consumer Discretionary 3.98 2.89
Healthcare 9.61 6.7
Services 16.17 18.73
Automobile 3.39 19.63
Unclassified 3.94 -
Energy - 2.72
Communication - 5.57
Insurance - 9.95

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