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 | -4.97% | -11.16% |
6 Month | -5.39% | -27.79% |
1 Year | 10.2% | -9.8% |
3 Year | 12.53% | 8.84% |
5 Year | 15.53% | 9.73% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
6 Month | -5.62% | -19.01% |
1 Year | -6.26% | -34.91% |
3 Year | 12.22% | -0.65% |
5 Year | 14.08% | 4.96% |
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 | 0.47% | 0.16% |
Beta | 0.7% | 0.96% |
Alpha | -0.27% | -5.07% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 25.52832 | 13.92115 |
Small Cap | 8.08479 | 53.20317 |
Large Cap | 34.40823 | 6.77587 |
Mid Cap | 31.97867 | 26.09984 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
---|---|---|
Others | 5.98328 | 12.23047 |
Communication Services | 12.32366 | - |
Consumer Cyclical | 18.472 | 13.18466 |
Financial Services | 30.09963 | 35.00685 |
Basic Materials | 7.64252 | - |
Industrials | 5.10917 | 12.37696 |
Consumer Defensive | 6.4264 | 3.72556 |
Healthcare | 8.03713 | 3.34723 |
Utilities | 2.48709 | - |
Technology | 3.41913 | 20.1283 |
Top Comparisons
Kotak Savings Fund -Growth
3Y Returns6.34%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns6.49%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns19.77%
Aditya Birla Sun Life India Gennext Fund-Growth Option
3Y Returns16.49%
HDFC Infrastructure Fund - Growth Plan
3Y Returns30.26%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns29.5%
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
3Y Returns6.36%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.21%