- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Equity Hybrid Fund (Growth)
Motilal Oswal Equity Hybrid Fund (Growth)
₹ 17.49
NAV (Nov 28)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.49
NAV (Nov 28)
Fund Returns
Last 1Y | 9.9% |
Last 3Y | 10.8% |
Last 5Y | 12.3% |
Last 10Y | NA |
Since Inception | 11.3% |
6 Month CAGR | 10.2% |
Scheme Information
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 | 403.560 |
ISIN | INF247L01684 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 10 |
Standard Deviation (5yr) | 13.2 |
Beta (3yr) | 0.97 |
Beta (5yr) | 1.03 |
Sharpe Ratio (3yr) | 0.748 |
Sharpe Ratio (5yr) | 0.551 |
YTM | 7.86 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Equity Hybrid Fund (Growth) | 9,92,211 | 2,59,599 | 12.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
star health and allied insurance co ltd
5.5%samvardhana motherson international ltd
5.3%religare enterprises ltd
5.1%abb india ltd
4.4%avenue supermarts ltd
4.3%Allocation by Sector
financial services
28.6%consumer cyclical
18.2%industrials
11.9%technology
11.8%consumer defensive
4.3%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 26,182 cr | ||
₹ 9,338 cr | ||
₹ 7,605 cr | ||
₹ 3,301 cr | ||
₹ 2,920 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
33.5% | 21.4% | ||
13.4% | 22.2% | ||
31.5% | 19.3% | ||
31.5% | 19.3% | ||
21.9% | 15% |
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 11.3% over a period of 5 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Rakesh Shetty, Santosh Singh.
Nav of Motilal Oswal Equity Hybrid Fund (G) as of 11/28/2023 is ₹17.49 with the total AUM as of 11/29/2023 is ₹403.56. 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)?
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 Not Reviewed Yet 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.