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

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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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 SBI Focused Equity Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Fund SBI Focused Equity Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹35030 Cr ₹1970 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 01 Oct 2004 05 May 2013
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 12% 70%
Expense Ratio 1.57 2.05
Manager Pradeep Kesavan Rakesh Shetty
ISIN Code INF200K01370 INF247L01155
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month 0.26% 10.65%
6 Month 18.64% 25.17%
1 Year 28.33% 39.03%
3 Year 12.97% 14.49%
5 Year 20.01% 19.71%

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
6 Month - -
1 Year 14.6% 12.14%
3 Year 29.99% 27.06%
5 Year 60.67% 48.6%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year 19.8% 16.82%
3 Year 45.89% 39.22%
5 Year 65.97% 56.31%

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Standard Deviation 12.03% 12.4%
Sharp 0.74% 0.7%
Beta 0.71% 0.87%
Alpha 0.22% -2.61%

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Fund Managers

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Name Pradeep Kesavan Rakesh Shetty
Total AUM ₹434274 Cr ₹33886 Cr
Fund Manage 43 19
SBI Focused Equity Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Market Cap

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

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

Others 26.1 2.41
Mid Cap 35.83 56.05
Large Cap 36.81 24.01
Small Cap 1.26 17.5

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

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

Services 13.09 18.73
Financial 32.95 15.07
Communication 9.67 5.57
Chemicals 5.32 -
Others 8.42 2.41
Consumer Staples 7.5 -
Healthcare 9.13 6.7
Automobile 3.64 19.63
Insurance 3.3 9.95
Materials 2.95 -
Textiles 2.04 -
Consumer Discretionary 1.99 2.89
Technology - 5.7
Construction - 4.17
Capital Goods - 6.43
Energy - 2.72

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