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

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

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Tata Focused Equity Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Risk	Very High Risk
Asset Size (Cr)	₹1504 Cr	₹1739 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹1000
Launch Date	13 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	2.04	2.04
Manager	Rakesh Shetty	Kapil Malhotra
ISIN Code	INF247L01155	INF277K010Y2
Exits Load	Motilal Oswal Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
1 Month	-10.07%	-2.27%
6 Month	-23.39%	-11.02%
1 Year	-5.13%	4.1%
3 Year	6.72%	13.38%
5 Year	8.72%	16.12%

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
6 Month	-	-
1 Year	-26.7%	-8.26%
3 Year	2.3%	13.65%
5 Year	6.99%	17.01%

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
1 Year	13.81%	22.62%
3 Year	12.65%	19.32%
5 Year	12.9%	18.37%

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation	12.4%	14.255%
Sharp	0.16%	0.518%
Beta	0.96%	0.995%
Alpha	-5.07%	-0.625%

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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	0.1	2.62
Large Cap	20.95	56.27
Mid Cap	45.19	16.07
Small Cap	33.74	25.04

Scheme Name	Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
Others	0.1	2.62
IT - Software	0.99	8.45
IT - Services	9.29	-
Construction	2.45	10.06
Banks	7.29	22.3
Pharmaceuticals & Biotechnology	1.31	5.39
Transport Infrastructure	5.91	-
Automobiles	1.55	-
Finance	18.57	2.1
Consumer Durables	2.09	5.43
Auto Components	19.37	5.32
Leisure Services	2.87	2.69
Retailing	9.73	8.36
Insurance	11.72	1.94
Fertilizers & Agrochemicals	1.98	-
Financial Technology (Fintech)	4.76	-
Petroleum Products	-	3.62
Healthcare Services	-	1.99
Entertainment	-	2.22
Agricultural, Commercial & Construction Vehicles	-	3.01
Cement & Cement Products	-	2.15
Realty	-	2.3
Commercial Services & Supplies	-	3.97
Power	-	6.08