Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹500 | 0.91 % | 3★ | ₹412 | 4 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹500 | 0.91 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹412 Cr | 4 Years |
| Rating | Fund Size | Fund Age |
Scheme 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. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7.2% | 13.8% | - | 13.5% | ||||
| Category Average | 12.2% | 16.9% | 15.2% | - |
Scheme Allocation
Holding
Sector
Asset
HDFC Bank
Reverse Repo
ICICI Bank
Abbott India
Muthoot Finance
Others
Fund House Details
Motilal Oswal Equity Hybrid Fund
Fund Manager
Siddharth Bothra
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. |
|---|
Advance Ratio
| 0 | 0.8 | 0.65 | -0 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 1
2.3%7.4%7.2%1Y3Y5Y -
AMC Contact Details
Motilal Oswal Mutual Fund
AUM:
33,159 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
Frequently Asked Questions
You can invest in Motilal Oswal Equity Hybrid Fund 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 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"
The Motilal Oswal Equity Hybrid Fund has delivered 13.5% since inception
The NAV of Motilal Oswal Equity Hybrid Fund is ₹17.0 as of 05 December 2022.
The expense ratio of Motilal Oswal Equity Hybrid Fund is 0.91 % as of 05 December 2022.
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”.
