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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) ₹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 4.21% 4.32%
6 Month -12.1% -24.98%
1 Year 8.77% -5.61%
3 Year 13.15% 7.78%
5 Year 24.58% 16.62%

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 -2.45% -11.06%
1 Year -6.92% -26.98%
3 Year 13.27% 2.55%
5 Year 15.28% 6.72%

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% 0.01%
Beta 0.898% 1.02%
Alpha -1.119% -6.8%

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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
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 -

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