Motilal Oswal Equity Hybrid Fund - Growth - Regular Plan

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  • (-0.03%)Nav, as on 29-09-2023

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  • Net Change on 29-09-2023

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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
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 0.92 3.67 14.16 14.58 11.99 11.34
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 14.16 14.58 11.99 2.42 419.95
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 11.85 17.59 12.60 1.45 59,809.68
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 24.40 30.89 17.23 1.69 25,274.57
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 18.82 22.25 13.64 1.71 20,788.64
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 14.68 16.66 13.14 1.75 8,987.47
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 Unrated 19.09 18.63 13.99 1.80 8,121.32

Fund Holdings as on 31-August-2023

  • Zomato Limited

  • Religare Enterprises Limited

  • ABB India Limited

  • ICICI Bank Limited

  • Avenue Supermarts Limited

  • Abbott India Limited

  • Reliance Industries Limited

  • KFin Technologies Limited

  • Star Health And Allied Insurance Company Limited

  • HDFC Bank Limited

  • Vedant Fashions Limited

  • REC Limited

  • Shriram Finance Limited

  • Mahindra & Mahindra Financial Services Limited

  • Indian Oil Corporation Limited

  • Muthoot Finance Limited

  • Net Receivables / (Payables)

  • Piramal Enterprises Limited

  • Infosys Limited

  • One 97 Communications Limited

  • UltraTech Cement Limited

  • Fino Payments Bank Limited

  • Larsen & Toubro Limited

  • HDFC Life Insurance Company Limited

  • Hindustan Aeronautics Limited

  • The Indian Hotels Company Limited

  • Metro Brands Limited

  • L&T Technology Services Limited

  • Bharti Airtel Limited

  • PI Industries Limited

  • National Bank For Agriculture and Rural Development

  • Kotak Mahindra Bank Limited 2023

  • Devyani International Limited

  • Jio Financial Services Limited

  • ZF Commercial Vehicle Control Systems India Limited

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  • Miscellaneous

  • Bank - Private

  • Retailing

  • Insurance

  • e-Commerce

  • Finance - Investment

  • Electric Equipment

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Finance - Others

  • Textile

  • Finance - NBFC

  • Fintech

  • Cement & Construction Materials

  • Engineering - Construction

  • Defence

  • Hotel, Resort & Restaurants

  • Telecommunication - Service Provider

  • Pesticides & Agrochemicals

  • Consumer Food

  • Finance - Stock Broking

  • Auto Ancillary

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Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • FITCH AAA

  • 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 ₹419.95 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(-0.03%)yesterday to ₹17.1914.

Among its top 3 holdings the fund has exposure to Zomato 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