Motilal Oswal Equity Hybrid Fund - Growth - Regular Plan

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  • Net Change on 24-11-2020

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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 6.67 10.03 14.01 9.00 11.59 9.85
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 7.90 7.09 10.02 1.68 31,772.77
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 7.73 1.07 6.47 1.81 16,131.52
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 Unrated 1.40 2.56 8.66 1.78 15,479.31
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 Unrated 7.03 2.23 7.88 1.89 7,573.87
L&T Hybrid Equity Fund- Regular Plan - Growth Feb 07, 2011 Unrated 9.72 4.03 8.38 1.86 5,597.55

Fund Holdings as on 31-October-2020

  • 6.81% Maharastra SDL (MD 08/11/2020)

  • 182 Days Tbill (MD 26/11/2020)

  • Housing Development Finance Corporation Limited

  • HDFC Bank Limited

  • Tata Consultancy Services Limited

  • Reliance Industries Limited

  • Kotak Mahindra Bank Limited

  • Infosys Limited

  • HDFC Life Insurance Company Limited

  • PI Industries Limited

  • ICICI Bank Limited

  • Abbott India Limited

  • Housing Development Finance Corporation Limited

  • Axis Bank Limited

  • Procter & Gamble Health Limited

  • Shree Cement Limited

  • Dr. Reddy's Laboratories Limited

  • Collateralized Borrowing & Lending Obligation

  • Maruti Suzuki India Limited

  • Avenue Supermarts Limited

  • Container Corporation of India Limited

  • Hindustan Unilever Limited

  • Mahindra Logistics Limited

  • Eicher Motors Limited

  • ABB India Limited

  • ICICI Lombard General Insurance Company Limited

  • ITC Limited

  • Page Industries Limited

  • Honeywell Automation India Limited

  • Castrol India Limited

  • Bharti Airtel Limited

  • Gujarat Pipavav Port Limited

  • Net Receivables / (Payables)

  • Britannia Industries Limited

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - Housing

  • Insurance

  • Refineries

  • Pesticides & Agrochemicals

  • Logistics

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Retailing

  • Household & Personal Products

  • Automobile Two & Three Wheelers

  • Electric Equipment

  • Cigarettes/Tobacco

  • Textile

  • Consumer Durables - Electronics

  • Lubricants

  • Telecommunication - Service Provider

  • Port

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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 Multicap 35 Fund
  • Cash

  • CRISIL AAA

  • Equity

  • ICRA A1+

  • 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 ₹352.01 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 up ₹0.08(0.6%)yesterday to ₹12.8146.

Among its top 3 holdings the fund has exposure to 6.81% Maharastra SDL (MD 08/11/2020), 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