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Motilal Oswal Focused 25 Fund (MOF25) vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Chart Comparison
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) | ₹34678 Cr | ₹1504 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 | 2.04 |
| 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 | 5.92% | 6.92% |
| 6 Month | -1.69% | -21.59% |
| 1 Year | 13.39% | -8.27% |
| 3 Year | 12.16% | 6.74% |
| 5 Year | 21% | 13.88% |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 6 Month | -1.19% | -10.57% |
| 1 Year | -3.07% | -30.14% |
| 3 Year | 13.4% | -0.25% |
| 5 Year | 14.2% | 4.69% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| 1 Year | 16.6% | 13.81% |
| 3 Year | 15.37% | 12.65% |
| 5 Year | 16.58% | 12.9% |
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 | 0.39% | 0.06% |
| Beta | 0.73% | 1.04% |
| Alpha | -0.42% | -6.15% |
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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 |
| Funds Managed | 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 | 23.8 | 13.92 |
| Small Cap | 8.33 | 53.2 |
| Large Cap | 38.05 | 6.78 |
| Mid Cap | 29.82 | 26.1 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
|---|---|---|
| Others | 5.74 | 12.23 |
| Communication Services | 9.72 | - |
| Consumer Cyclical | 19.18 | 13.18 |
| Financial Services | 31.96 | 35.01 |
| Basic Materials | 6.93 | - |
| Industrials | 5.04 | 12.38 |
| Consumer Defensive | 6.57 | 3.73 |
| Healthcare | 7.85 | 3.35 |
| Utilities | 2.68 | - |
| Technology | 4.32 | 20.13 |
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