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 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 1.41 10.89 10.70 1.50 50,266.06
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 14.31 16.09 12.84 1.80 19,095.99
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 2.12 10.87 8.30 1.76 17,762.50
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 Unrated -0.96 8.78 6.90 1.87 7,763.96
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 -0.99 11.59 10.56 1.87 7,592.95

Fund Holdings as on 31-May-2022

  • 182 Days Tbill (MD 17/11/2022)

  • Collateralized Borrowing & Lending Obligation

  • HDFC Bank Limited

  • Reliance Industries Limited

  • ICICI Bank Limited

  • ABB India Limited

  • Infosys Limited

  • Kotak Mahindra Prime Limited

  • REC Limited

  • Tata Consultancy Services Limited

  • Bajaj Auto Limited

  • HDFC Life Insurance Company Limited

  • Mazagon Dock Shipbuilders Limited

  • Housing Development Finance Corporation Limited

  • Maruti Suzuki India Limited

  • Coal India Limited

  • PI Industries Limited

  • Abbott India Limited

  • Vedant Fashions Limited

  • UltraTech Cement Limited

  • ICICI Lombard General Insurance Company Limited

  • State Bank of India

  • Larsen & Toubro Limited

  • Zomato Limited

  • Eicher Motors Limited

  • Avenue Supermarts Limited

  • Kotak Mahindra Bank Limited

  • CRISIL Limited

  • Britannia Industries Limited

  • SKF India Limited

  • Container Corporation of India Limited

  • EIH Limited

  • Chalet Hotels Limited

  • SBI Cards and Payment Services Limited

  • Minda Industries Limited

  • Britannia Industries Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Refineries

  • Automobile Two & Three Wheelers

  • Insurance

  • Electric Equipment

  • Ship Building

  • Automobiles - Passenger Cars

  • Mining & Minerals

  • Pesticides & Agrochemicals

  • Pharmaceuticals & Drugs

  • Textile

  • Hotel, Resort & Restaurants

  • Cement & Construction Materials

  • Bank - Public

  • Engineering - Construction

  • e-Commerce

  • Retailing

  • Ratings

  • Consumer Food

  • Bearings

  • Logistics

  • Finance - NBFC

  • Auto Ancillary

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

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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 ₹387.56 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 ₹-0.02(-0.17%)yesterday to ₹13.9695.

Among its top 3 holdings the fund has exposure to 182 Days Tbill (MD 17/11/2022), and

The Motilal Oswal Equity Hybrid Fund is managed by Abhiroop Mukherjee and Siddharth Bothra.

Fund House Contact

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

022-39804238
022-22816161