• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Equity Hybrid Fund (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal Equity Hybrid Fund (Growth)

HybridAggressive Hybrid

15.0798

NAV (Jan 27)

NA
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.0798

NAV (Jan 27)

Fund Returns

Last 1Y

2.5%

Last 3Y

9.5%

Last 5Y

NA

Last 10Y

NA

Since Inception

10.1%

6 Month CAGR

4.4%

Scheme Information

Investment Objective

The investment objective is to generate equity linked returns by investing in a combined portfolio of equity and equity related instruments,debt,money market instruments and units issued by Real Estate Investment Trust (REITs) and Infrastructure Investment Trust (InvITs).

Expense Ratio

2.42

Launched (5y ago)

Sep 14, 2018

AUM in Crores

399.194

ISIN

INF247L01684

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

15.5

Standard Deviation (5yr)

0

Beta (3yr)

1.02

Beta (5yr)

0

Sharpe Ratio (3yr)

0.448

Sharpe Ratio (5yr)

0

YTM

7.78

Fund Managers

Siddharth Bothra

Fund Manager

Rakesh Shetty

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Equity Hybrid Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-01-27

Top Stock Holdings

hdfc bank ltd

8.1%
8.1%

icici bank ltd

4.7%
4.7%

abbott india ltd

4.2%
4.2%

reliance industries ltd

4%
4%

mahindra & mahindra financial services ltd

3.7%
3.7%
See all holdings

Allocation by Sector

financial services

23.8%
23.8%

industrials

10.5%
10.5%

consumer cyclical

9.7%
9.7%

technology

9.7%
9.7%

healthcare

5.1%
5.1%
See all sectors

Compare Motilal Oswal Equity Hybrid Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,281 cr

₹ 949 cr

₹ 530 cr

₹ 2,750 cr

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About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 27,477 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.4%

    17.5%

    20.4%

    19.7%

    11.5%

    13.1%

    9.5%

    10.1%

    11%

    12.6%

    Motilal Oswal Equity Hybrid Fund (G) Review

    Motilal Oswal Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 10.1% over a period of 4 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Rakesh Shetty, Siddharth Bothra.

    Nav of Motilal Oswal Equity Hybrid Fund (G) as of 1/27/2023 is ₹15.08 with the total AUM as of 1/28/2023 is ₹399.194. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Equity Hybrid Fund (G) was launched on Sep 14, 2018. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Motilal Oswal Equity Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Motilal Oswal Equity Hybrid Fund (G)?

    Motilal Oswal Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

    How to invest in Motilal Oswal Equity Hybrid Fund (G)?

    You can invest in Motilal Oswal Equity Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Motilal Oswal Equity Hybrid Fund (G)?

    The minimum sip amount for Motilal Oswal Equity Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Motilal Oswal Equity Hybrid Fund (G) good to invest in?

    As per Scripbox experts, Motilal Oswal Equity Hybrid Fund (G) is a Neutral fund. You can investMotilal Oswal Equity Hybrid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Motilal Oswal Equity Hybrid Fund (G)?

    The expense ratio of the Motilal Oswal Equity Hybrid Fund (G) is 2.42% for regular plan.