Motilal Oswal Equity Hybrid Fund - Growth - Regular Plan

Other Plans and Options
  • 0.15 %Nav, as on 24-11-2023

  • Previous Nav

  • Net Change on 24-11-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 3.37 2.44 9.86 10.77 12.31 11.27
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.)
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option Sep 14, 2018 Unrated 9.86 10.77 12.31 2.42 403.56
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 8.96 13.56 12.91 1.45 59,302.29
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 18.47 27.31 17.95 1.68 26,182.92
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 9.67 17.00 13.53 1.71 20,539.47
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 10.58 13.43 13.79 1.75 8,822.84
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 Unrated 15.84 14.25 14.18 1.79 7,990.48

Fund Holdings as on 31-October-2023

  • Star Health And Allied Insurance Company Limited

  • Samvardhana Motherson International Limited

  • Religare Enterprises Limited

  • ABB India Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • Avenue Supermarts Limited

  • KFin Technologies Limited

  • Shriram Finance Limited

  • Mahindra & Mahindra Financial Services Limited

  • Indian Oil Corporation Limited

  • Muthoot Finance Limited

  • HDFC Bank Limited

  • FSN E-Commerce Ventures Limited

  • BSE Limited

  • ICICI Bank Limited

  • Piramal Enterprises Limited

  • One 97 Communications Limited

  • Dreamfolks Services Limited

  • Infosys Limited

  • Larsen & Toubro Limited

  • Fino Payments Bank Limited

  • REC Limited 2024

  • HDFC Life Insurance Company Limited

  • Metro Brands Limited

  • Hindustan Aeronautics Limited

  • The Indian Hotels Company Limited

  • L&T Technology Services Limited

  • Bharti Airtel Limited

  • Collateralized Borrowing & Lending Obligation

  • Net Receivables / (Payables)

  • PI Industries Limited

  • National Bank For Agriculture and Rural Development

  • Kotak Mahindra Bank Limited 2023

  • Devyani International Limited

View More

  • Miscellaneous

  • Auto Ancillary

  • Bank - Private

  • Insurance

  • Finance - Others

  • Retailing

  • Finance - Investment

  • IT - Software

  • Electric Equipment

  • e-Commerce

  • Finance - NBFC

  • Fintech

  • Business Support

  • Engineering - Construction

  • Defence

  • Hotel, Resort & Restaurants

  • Telecommunication - Service Provider

  • Pesticides & Agrochemicals

  • Consumer Food

View More

Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • FITCH AAA

  • ICRA AAA

View More

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 ₹403.56 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 up ₹0.03(0.15%)yesterday to ₹17.4165.

Among its top 3 holdings the fund has exposure to Star Health And Allied Insurance Company Limited, and

The Motilal Oswal Equity Hybrid Fund is managed by Santosh Singh 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