Motilal Oswal Equity Hybrid Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 0.62 4.13 11.85 11.57 8.87 9.50
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 16.10 13.02 9.78 1.72 31,619.69
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 11.12 9.70 9.11 1.74 23,072.62
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 8.81 7.48 4.83 1.71 20,581.72
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 6.14 7.03 6.75 1.80 10,512.23
Nippon India Equity Hybrid Fund - Growth Plan Jun 10, 2005 Unrated 4.50 7.91 7.16 1.80 8,334.68

Fund Holdings as on 31-December-2019

  • 364 Days T BILL - 09-Apr-2020

  • ICICI Bank Limited

  • Tata Consultancy Services Limited

  • HDFC Bank Limited

  • HDFC Life Insurance Company Limited

  • Container Corporation of India Limited

  • Abbott India Limited

  • Kotak Mahindra Bank Limited

  • Avenue Supermarts Limited

  • CBLO / Reverse Repo Investments

  • Larsen & Toubro Limited

  • REC Limited

  • Axis Bank Limited

  • Maruti Suzuki India Limited

  • Dr. Reddy's Laboratories Limited

  • ABB India Limited

  • Shree Cement Limited

  • Housing Development Finance Corporation Limited

  • Page Industries Limited

  • Eicher Motors Limited

  • ICICI Lombard General Insurance Company Limited

  • Bajaj Finance Limited

  • Britannia Industries Limited

  • Mahindra Logistics Limited

  • Honeywell Automation India Limited

  • Titan Company Limited

  • Gujarat Pipavav Port Limited

  • ABB Power Products and Systems India Limited

  • Net Receivable/Payable

  • Britannia Industries Limited

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  • Bank - Private

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Insurance

  • IT - Software

  • Logistics

  • Retailing

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Cement & Construction Materials

  • Finance - Housing

  • Textile

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Consumer Food

  • Consumer Durables - Electronics

  • Diamond & Jewellery

  • Port

  • Unspecified

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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 ₹292.07 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 ₹-0.12(-1%)yesterday to ₹11.5844.

Among its top 3 holdings the fund has exposure to 364 Days T BILL - 09-Apr-2020, 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

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 Midcap 30 Fund
  • Motilal Oswal Multicap 35 Fund
  • Cash

  • CRISIL AAA

  • Equity

  • ICRA A1+

  • Sov

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