Motilal Oswal Equity Hybrid Fund - Growth - Regular Plan

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  • Net Change on 07-05-2021

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective is to generate equity linked returns by investing in a combined portfolio ofequity and equity related instruments, debt, money market instruments and units issued by RealEstate Investment Trust (REIT) & Infrastructure Investment Trust (InvIT).

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 41.93 11.33 12.97 1.60 37,727.05
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 50.80 8.84 12.29 1.81 17,309.36
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 53.96 11.46 14.08 1.80 16,395.14
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 Unrated 50.96 7.12 10.66 2.20 7,683.06
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 46.40 11.83 13.77 1.89 6,395.87

Fund Holdings as on 31-March-2021

  • HDFC Bank Limited

  • 364 Days Tbill (MD 10/06/2021)

  • Housing Development Finance Corporation Limited

  • ICICI Bank Limited

  • Infosys Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • Container Corporation of India Limited

  • REC Limited

  • Sundaram Home Finance Limited

  • HDFC Life Insurance Company Limited

  • Abbott India Limited

  • PI Industries Limited

  • Shree Cement Limited

  • Collateralized Borrowing & Lending Obligation

  • Procter & Gamble Health Limited

  • Avenue Supermarts Limited

  • Housing Development Finance Corporation Limited

  • Page Industries Limited

  • ABB India Limited

  • Dr. Reddy's Laboratories Limited

  • Mahindra Logistics Limited

  • Maruti Suzuki India Limited

  • Honeywell Automation India Limited

  • Larsen & Toubro Limited

  • SBI Cards and Payment Services Limited

  • ICICI Lombard General Insurance Company Limited

  • 5.75% Karnataka SDL (MD 10/06/2025)

  • CRISIL Limited

  • Gujarat Pipavav Port Limited

  • Net Receivables / (Payables)

  • Castrol India Limited

  • Hindustan Unilever Limited

  • Britannia Industries Limited

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Logistics

  • Finance - Housing

  • Insurance

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

  • Retailing

  • Textile

  • Electric Equipment

  • Automobiles - Passenger Cars

  • Consumer Durables - Electronics

  • Engineering - Construction

  • Finance - NBFC

  • Ratings

  • Port

  • Lubricants

  • Household & Personal Products

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Fund Manager

  • Education:B.Com(H), CA, & PGDBM (IIM-L)
  • Experience:12 Years
  • Basic Details:Mr. Akash Singhania Over 12 years experience in financial markets. Prior to this he has worked in Deutsche Asset Management (India) Private Limited as Fund Manager - PMS. His previous assingmentsa also includes ICICI Prudential Asset Management Co. Ltd as Research Analyst, S R Batliboi & Co as Senior Executive (Financial Analysis and due diligence), Bharat S Raut & Co (KPMG) as Sr. Executive (Corporate Tax & Regulatory Services) and Pricewaterhouse & Co as Jr. Executive (Corporate Tax and Regulatory Services)
  • Funds Managed:
  • Motilal Oswal Dynamic Fund
  • Motilal Oswal Equity Hybrid Fund
  • Motilal Oswal Equity Hybrid Fund
  • Motilal Oswal Flexi Cap Fund
  • Cash

  • CRISIL AAA

  • Equity

  • ICRA AA+

  • SOVEREIGN

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About Motilal Oswal Equity Hybrid Fund

Scheme Analysis

Motilal Oswal Equity Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 14-Sep-2018 and currently has an AUM of ₹382.17 crore. Motilal Oswal Equity Hybrid Fund is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Motilal Oswal Equity Hybrid Fund ended down ₹-0.04(-0.26%)yesterday to ₹13.6799.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The Motilal Oswal Equity Hybrid Fund is managed by Abhiroop Mukherjee and Akash Singhania.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022-39804238
022-22816161