Motilal Oswal Focused 25 Fund (MOF25) vs Kotak Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

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) ₹3505 Cr ₹1925 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 1.88 2.05
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 -8.65% -10.13%
6 Month -7.79% -10.64%
1 Year 9.77% 3.05%
3 Year 9.41% 7.38%
5 Year 15.47% 11.38%

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 - -
1 Year 1.28% -5.45%
3 Year 15.49% 11.28%
5 Year 17.03% 12.17%

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% 13.75%
3 Year 17.7% 12.72%
5 Year 19.96% 12.8%

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation 11.68% 12.4%
Sharp 0.97% 0.35%
Beta 0.89% 0.9%
Alpha -0.21% -2.54%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 1.58 0.1
Large Cap 80.41 20.95
Mid Cap 11.56 45.19
Small Cap 6.63 33.74

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

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

Others 1.58 0.1
Petroleum Products 3.87 -
IT - Software 11.77 0.99
Personal Products 4.86 -
Construction 2.73 2.45
Banks 19.34 7.29
Pharmaceuticals & Biotechnology 4.71 1.31
Healthcare Services 3.03 -
Automobiles 7.77 1.55
Industrial Products 4.35 -
Gas 2.85 -
Consumer Durables 4.55 2.09
Aerospace & Defense 3.37 -
Retailing 6.51 9.73
Telecom - Services 4.96 -
Cement & Cement Products 2.94 -
Chemicals & Petrochemicals 1.51 -
Finance 3.86 18.57
Power 4 -
Auto Components 1.62 19.37
IT - Services - 9.29
Transport Infrastructure - 5.91
Leisure Services - 2.87
Insurance - 11.72
Fertilizers & Agrochemicals - 1.98
Financial Technology (Fintech) - 4.76

Top Comparisons

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns10.86%

VS

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns9.36%

Compare Now

ITI Banking and Financial Services Fund Regular - Growth ITI Banking and Financial Services Fund Regular - Growth

3Y Returns7.95%

VS

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns11.32%

Compare Now

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns21.7%

VS

Quant Healthcare Fund Regular - Growth Quant Healthcare Fund Regular - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully