Motilal Oswal Equity Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★★
₹ 500
Min SIP
₹ 500
Min Lumpsum
0.91 %
Expense Ratio
★★★
Rating
417
Fund Size (in Cr)
6 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 19 January 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 27.9% 15.3% 15.2% -
Category Average - - - -

Scheme Allocation

By Holding
By Sector
By Asset
Others
70.31%
View all Holdings
Holdings Sector Instrument Asset
Star Health Insu Insurance Equity 6.71%
ZF Commercial Auto Ancillaries Equity 6.18%
FSN E-Commerce E-Commerce/App based Aggregator Equity 5.78%
Samvardh. Mothe. Auto Ancillaries Equity 5.63%
Dreamfolks Servi Miscellaneous Equity 5.4%
Avenue Super. Retail Equity 4.69%
Religare Enterp. Finance Equity 4.56%
KFin Technolog. Miscellaneous Equity 4.36%
L&T Technology IT - Software Equity 4.15%
BSE Miscellaneous Equity 3.72%
ICICI Bank Banks Equity 3.32%
Larsen & Toubro Infrastructure Developers & Operators Equity 3.03%
Infosys IT - Software Equity 3.01%
Hind.Aeronautics Aerospace & Defence Equity 2.98%
Piramal Enterp. Finance Equity 2.9%
A B B Capital Goods - Electrical Equipment Equity 2.85%
HDFC Life Insur. Insurance Equity 2.29%
Fino Payments Banks Equity 2.15%
HDFC Bank Banks Equity 2.05%
One 97 E-Commerce/App based Aggregator Equity 1.98%
Bharti Airtel Telecomm-Service Equity 1.65%
Metro Brands Leather Equity 0.81%
Debt
19.25%
Auto Components
11.81%
Retailing
10.47%
Insurance
9%
Capital Markets
8.08%
Others
41.4%
View all Sectors
Sectors Asset
Debt 19.25%
Auto Components 11.81%
Retailing 10.47%
Insurance 9%
Capital Markets 8.08%
Banks 7.51%
Finance 7.46%
Transport Infrastructure 5.4%
IT-Services 4.15%
Construction 3.03%
IT-Software 3.01%
Aerospace & Defense 2.98%
Electrical Equipments 2.85%
Financial Technology (Fin 1.98%
Telecom-Services 1.65%
Consumer Durables 0.81%
Cash & Others 0.57%
Equity
80.18%
Corporate Debentures
17.81%
Reverse Repos
1.44%
Net Curr Ass/Net Receivables
0.57%

Advance Ratio

-0.03
Alpha
2.69
SD
0.59
Beta
0.59
Sharpe

Exit Load

Exit Load 1.00% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

Fund 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). However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Managers

Siddharth Bothra

Mr Siddharth Bothra is the top fund manager at Motilal Oswal Mutual Fund. One of the reasons he is such a good fund manager is how well he researches each Company he invests in. He often looks at each Company’s assets, liabilities, and assets.
This is an important part of the due diligence process for all types of investments, whether you are an experienced investor or a newbie. He’s known for being thorough and making sure he knows as much as possible about each Company he is looking at. This is one of the reasons he can make such sound investments and why he is so good at his job.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
35,484 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com

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Frequently Asked Questions

How to invest in Motilal Oswal Equity Hybrid Fund – Direct Growth ?

You can invest in Motilal Oswal Equity Hybrid Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Motilal Oswal Equity Hybrid Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the expense ratio of Motilal Oswal Equity Hybrid Fund – Direct Growth ?

The expense ratio of Motilal Oswal Equity Hybrid Fund – Direct Growth is 0.91 % as of 19 January 2024.

What is the AUM of Motilal Oswal Equity Hybrid Fund – Direct Growth?

The AUM of Motilal Oswal Equity Hybrid Fund – Direct Growth is ₹35,484 Cr as of 19 January 2024

What are the top stock holdings of Motilal Oswal Equity Hybrid Fund – Direct Growth?

The top stock holdings of Motilal Oswal Equity Hybrid Fund – Direct Growth are
  1. Star Health Insu - 6.71%
  2. ZF Commercial - 6.18%
  3. FSN E-Commerce - 5.78%
  4. Samvardh. Mothe. - 5.63%
  5. Dreamfolks Servi - 5.4%

How can I redeem my investments in Motilal Oswal Equity Hybrid Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal Equity Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

What is the NAV of Motilal Oswal Equity Hybrid Fund – Direct Growth ?

The NAV of Motilal Oswal Equity Hybrid Fund – Direct Growth is ₹19.8 as of 19 January 2024.

How to redeem Motilal Oswal Equity Hybrid Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Motilal Oswal Equity Hybrid Fund – Direct Growth?

The minimum SIP amount of Motilal Oswal Equity Hybrid Fund – Direct Growth is ₹500

What are the top sectors Motilal Oswal Equity Hybrid Fund – Direct Growth has invested in?

The top sectors Motilal Oswal Equity Hybrid Fund – Direct Growth has invested in are
  1. Debt - 19.25%
  2. Auto Components - 11.81%
  3. Retailing - 10.47%
  4. Insurance - 9%
  5. Capital Markets - 8.08%

Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal Equity Hybrid Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Motilal Oswal Equity Hybrid Fund – Direct Growth based on your investment objective and risk tolerance.
Invest Now