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) ₹34941 Cr ₹1925 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 08 Oct 2004 13 May 2013
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 12% 70%
Expense Ratio 1.57 2.05
Manager Pradeep Kesavan Rakesh Shetty
ISIN Code INF200K01370 INF247L01155
Exits Load SBI 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 SBI Focused Equity Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Month 1.31% -0.72%
6 Month 3.34% -0.15%
1 Year 19.75% 17.62%
3 Year 11.09% 13.01%
5 Year 16.51% 13.04%

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 13.59% 6.57%
3 Year 17.43% 15.69%
5 Year 17.98% 15.07%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
1 Year 16.48% 13.75%
3 Year 15.47% 12.72%
5 Year 16.6% 12.8%

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 0.24% 0.44%
Beta 0.74% 0.9%
Alpha -4.49% -2.83%

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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 17.81 0.1
Large Cap 43.99 20.95
Mid Cap 32.28 45.19
Small Cap 5.92 33.74

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

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

Others 17.81 0.1
Telecom - Services 5.87 -
Retailing 2.89 9.73
Banks 18.18 7.29
Automobiles 3.22 1.55
Cement & Cement Products 3.14 -
Auto Components 6.41 19.37
Capital Markets 0.08 -
Consumer Durables 2.21 2.09
Transport Services 0.42 -
Electrical Equipment 2.96 -
Personal Products 4.39 -
Finance 9.11 18.57
Chemicals & Petrochemicals 4.1 -
Pharmaceuticals & Biotechnology 4.55 1.31
Food Products 2.8 -
Transport Infrastructure 3.03 5.91
Textiles & Apparels 2.35 -
Insurance 2.74 11.72
Leisure Services 3.74 2.87
IT - Software - 0.99
IT - Services - 9.29
Construction - 2.45
Fertilizers & Agrochemicals - 1.98
Financial Technology (Fintech) - 4.76

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