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 | 11.55% | 2.98% |
| 6 Month | 32.78% | 18.2% |
| 1 Year | 39.25% | 40.74% |
| 3 Year | 14.68% | 19.04% |
| 5 Year | 19.32% | - |
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.14% | 14.36% |
| 3 Year | 27.06% | 35.49% |
| 5 Year | 48.6% | 64.44% |
| Scheme Name | Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.82% | 24.31% |
| 3 Year | 39.22% | 54.89% |
| 5 Year | 56.31% | 73.86% |
| 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 | 0.63% | 0.97% |
| Beta | 0.85% | 0.96% |
| Alpha | -1.67% | -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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