Motilal Oswal Equity Hybrid Fund - Growth - Regular Plan

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  • 0.64 %Nav, as on 02-06-2023

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  • Net Change on 02-06-2023

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  • Assets (Cr.)

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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 (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 Unrated 8.11 18.20 10.81 1.52 56,299.86
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 13.52 27.95 14.90 1.72 22,144.63
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 16.26 24.01 11.86 1.73 19,438.80
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 11.42 17.96 11.80 1.74 8,445.43
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 Unrated 13.03 18.29 10.97 1.80 7,388.61

Fund Holdings as on 30-April-2023

  • HDFC Bank Limited

  • Abbott India Limited

  • ICICI Bank Limited

  • Zomato Limited

  • ABB India Limited

  • Reliance Industries Limited

  • REC Limited

  • Shriram Finance Limited

  • Muthoot Finance Limited

  • Indian Oil Corporation Limited

  • National Bank For Agriculture and Rural Development

  • Mahindra & Mahindra Financial Services Limited

  • ICICI Bank Limited 2023

  • Vedant Fashions Limited

  • Net Receivables / (Payables)

  • Eicher Motors Limited

  • UltraTech Cement Limited

  • Avenue Supermarts Limited

  • Pidilite Industries Limited

  • Persistent Systems Limited

  • Kotak Mahindra Bank Limited

  • Infosys Limited

  • KFin Technologies Limited

  • Larsen & Toubro Limited

  • HDFC Life Insurance Company Limited

  • State Bank of India

  • Siemens Limited

  • Bosch Limited

  • Metro Brands Limited

  • Hindustan Aeronautics Limited

  • One 97 Communications Limited

  • L&T Technology Services Limited

  • Container Corporation of India Limited

  • ICICI Lombard General Insurance Company Limited

  • PI Industries Limited

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Electric Equipment

  • Pharmaceuticals & Drugs

  • Retailing

  • e-Commerce

  • Refineries

  • Textile

  • Insurance

  • Automobile Two & Three Wheelers

  • Cement & Construction Materials

  • Chemicals

  • Finance - Others

  • Engineering - Construction

  • Bank - Public

  • Auto Ancillary

  • Defence

  • Fintech

  • Logistics

  • Pesticides & Agrochemicals

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Fund Manager

  • Cash

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • FITCH AAA

  • ICRA A1+

  • ICRA AAA

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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 ₹394.88 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 ₹0.1(0.64%)yesterday to ₹16.0914.

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

The Motilal Oswal Equity Hybrid Fund is managed by Siddharth Bothra and Rakesh Shetty.

Fund House Contact

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

022-39804238
022-22816161