- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Motilal Oswal Focused 25 Fund (MOF25) vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3349 Cr | ₹1504 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 16 Jul 2019 | 13 May 2013 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 21.79% | 70% |
| Expense Ratio | 1.9 | 2.04 |
| Manager | Arjun Khanna | Rakesh Shetty |
| ISIN Code | INF174KA1EK3 | INF247L01155 |
| Exits Load | Kotak Focused Equity Fund - Regular Plan - 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 | Kotak Focused Equity Fund- Regular plan _ Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Month | 6.47% | 6.92% |
| 6 Month | -7.21% | -21.59% |
| 1 Year | 8.39% | -8.27% |
| 3 Year | 12.14% | 6.74% |
| 5 Year | 21.82% | 13.88% |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | -3.87% | -10.57% |
| 1 Year | -12.19% | -30.14% |
| 3 Year | 10.79% | -0.25% |
| 5 Year | 13.35% | 4.69% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Year | 18.28% | 13.81% |
| 3 Year | 17.37% | 12.65% |
| 5 Year | 18.3% | 12.9% |
Risk Management
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Standard Deviation | 13.295% | 12.4% |
| Sharp | 0.368% | 0.06% |
| Beta | 0.898% | 1.04% |
| Alpha | -1.119% | -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 | Kotak Focused Equity Fund- Regular plan _ Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Name | Arjun Khanna | Rakesh Shetty |
| Total AUM | ₹169639 Cr | ₹33886 Cr |
| Funds Managed | 24 | 19 |
| Kotak Focused Equity Fund- Regular plan _ Growth Option | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Market Cap
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 4.22 | 13.92 |
| Large Cap | 75.43 | 6.78 |
| Mid Cap | 12.09 | 26.1 |
| Small Cap | 8.26 | 53.2 |
Sector Allocation
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 1.27 | 12.23 |
| Energy | 3.85 | - |
| Technology | 13.03 | 20.13 |
| Industrials | 19.62 | 12.38 |
| Financial Services | 24.56 | 35.01 |
| Healthcare | 7.2 | 3.35 |
| Consumer Cyclical | 13.45 | 13.18 |
| Consumer Defensive | 2.32 | 3.73 |
| Utilities | 6.27 | - |
| Communication Services | 5.24 | - |
| Basic Materials | 3.19 | - |
Top Comparisons
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns10.22%
Sundaram Global Brand Fund Regular Plan - Growth
3Y Returns8.43%
HDFC Gold ETF Fund of Fund - Growth Option
3Y Returns19.76%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns20.11%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns6.97%
Axis Credit Risk Fund - Regular Plan - Growth
3Y Returns7.05%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Quant Active Fund-Growth
3Y Returns10.31%
