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) ₹3293 Cr ₹1925 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 1.91 2.05
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 -9.3% -7.37%
6 Month -0.46% -9.07%
1 Year 24.71% 3.69%
3 Year 17.12% 8.66%
5 Year - 11.61%

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month - -
1 Year 11.05% -5.39%
3 Year 28.61% 11.23%
5 Year - 12.37%

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% 0.35%
Beta 0.93% 0.9%
Alpha 4.7% -2.54%

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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 6.36 0.1
Large Cap 55.62 20.95
Small Cap 13.34 33.74
Mid Cap 24.68 45.19

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

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

Others 6.36 0.1
IT - Software 8.73 0.99
Construction 5.28 2.45
Pharmaceuticals & Biotechnology 6.89 1.31
Banks 19.56 7.29
Electrical Equipment 8.13 -
Paper, Forest & Jute Products 4.33 -
Aerospace & Defense 3 -
Beverages 5.34 -
Consumer Durables 10.69 2.09
Agricultural, Commercial & Construction Vehicles 3.61 -
Healthcare Services 3.7 -
Transport Services 4.01 -
Retailing 10.37 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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