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 | 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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