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

Motilal Oswal Equity Hybrid Fund (Growth)

HybridAggressive Hybrid

18.2274

NAV (Jan 19)

12.8%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Outperformance Consistency

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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

18.2274

NAV (Jan 19)

Fund Returns

Last 1Y
16.6%
Last 3Y
10.2%
Last 5Y
12.8%
Last 10Y
NA
Since Inception
11.7%
6 Month CAGR
7.3%

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 (6y ago)
Sep 14, 2018
AUM in Crores
417.892
ISIN
INF247L01684
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
9.3
Standard Deviation (5yr)
13.3
Beta (3yr)
0.88
Beta (5yr)
1
Sharpe Ratio (3yr)
0.527
Sharpe Ratio (5yr)
0.551
YTM
7.89
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Equity Hybrid Fund (Growth)70%10,05,114 2,72,50212.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-01-19

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Regular Savings Fund (G)
ICICI Prudential Regular Savings Fund (G)

₹ 3,334 cr

₹ 3,146 cr

₹ 815 cr

₹ 2,024 cr

₹ 2,173 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 48,844 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
phone-img022-39804263
Fund NameScripbox Opinion
Till Date CAGR

36%

23.3%

25.9%

24.9%

4.4%

4.2%

14.9%

23.3%

4.4%

3.4%

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 11.7% over a period of 5 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund manager’s name is null.

Nav of Motilal Oswal Equity Hybrid Fund (G) as of 1/19/2024 is ₹18.23 with the total AUM as of 5/29/2024 is ₹417.892. 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 ₹0 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 ₹0. 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.