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

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

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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 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) ₹3530 Cr ₹1970 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 Jul 2019 05 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 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 Kotak Focused Equity Fund- Regular plan _ Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month 1.07% 11.55%
6 Month 20.62% 32.78%
1 Year 38.82% 39.25%
3 Year 17.56% 14.68%
5 Year 20.1% 19.32%

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 16.78% 12.14%
3 Year 34.49% 27.06%
5 Year 66.61% 48.6%

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 21.18% 16.82%
3 Year 50.95% 39.22%
5 Year 73.26% 56.31%

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% 0.63%
Beta 0.89% 0.85%
Alpha -0.21% -1.67%

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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 1.33 2.41
Large Cap 81.84 24.01
Mid Cap 11.93 56.05
Small Cap 4.58 17.5

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

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

Others 1.33 2.41
Petroleum Products 4.19 -
IT - Software 9.65 -
Personal Products 5.27 -
Construction 3.11 4.17
Banks 18.39 -
Pharmaceuticals and Biotechnology 4.19 -
Healthcare Services 2.33 -
Industrial Products 4.07 -
Gas 3.29 -
Automobiles 8.66 -
Consumer Durables 4.86 -
Aerospace and Defense 3.99 -
Telecom - Services 3.36 -
Auto Components 5.47 -
Cement and Cement Products 3.02 -
Chemicals and Petrochemicals 1.51 -
Beverages 0.97 -
Finance 3.69 -
Power 4.72 -
Retailing 3.61 -
Energy - 2.72
Technology - 5.7
Financial - 15.07
Healthcare - 6.7
Capital Goods - 6.43
Services - 18.73
Consumer Discretionary - 2.89
Automobile - 19.63
Communication - 5.57
Insurance - 9.95

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