Motilal Oswal Focused 25 Fund (MOF25) vs Tata Focused Equity Fund compare
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1970 Cr | ₹1816 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 05 May 2013 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 70% | 32.33% |
| Expense Ratio | 2.05 | 2.04 |
| Manager | Rakesh Shetty | Kapil Malhotra |
| ISIN Code | INF247L01155 | INF277K010Y2 |
| Exits Load | Exit load of 1% if redeemed within 15 days/365 | For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 |
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -7.41% | -5.64% |
| 6 Month | 7.77% | 8.33% |
| 1 Year | 19.67% | 27.35% |
| 3 Year | 9.99% | 14.5% |
| 5 Year | 13.83% | - |
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.52% | 20.04% |
| 3 Year | 17.83% | 22.77% |
| 5 Year | 16.22% | - |
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 13.75% | 23.17% |
| 3 Year | 12.72% | 19.75% |
| 5 Year | 12.8% | - |
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.4% | 12.55% |
| Sharp | 0.39% | 0.97% |
| Beta | 0.91% | 0.96% |
| Alpha | -2.84% | -0.29% |
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| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Name | Rakesh Shetty | Kapil Malhotra |
| Total AUM | ₹33886 Cr | ₹18472 Cr |
| Fund Manage | 19 | 7 |
| Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.41 | 4.67 |
| Large Cap | 24.01 | 57.48 |
| Mid Cap | 56.05 | 21.53 |
| Small Cap | 17.5 | 16.32 |
| Scheme Name |
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.41 | 4.67 |
| Energy | 2.72 | 12.19 |
| Technology | 5.7 | 9.76 |
| Construction | 4.17 | 5.14 |
| Financial | 15.07 | 26.79 |
| Healthcare | 6.7 | 7.47 |
| Capital Goods | 6.43 | 5.91 |
| Services | 18.73 | 12.47 |
| Consumer Discretionary | 2.89 | - |
| Automobile | 19.63 | 8.46 |
| Communication | 5.57 | - |
| Insurance | 9.95 | 2.16 |
| Materials | - | 4.98 |
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