Motilal Oswal Equity Hybrid Fund

Hybrid · Aggressive Hybrid
 · ★★★
500
Min SIP
500
Min Lumpsum
0.91 %
Expense Ratio
★★★
Rating
394
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 02 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 12.8% 17% - 12.4%
Category Average 13.5% 24.3% 13.7% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
7.18%
Abbott India
5.14%
ICICI Bank
4.39%
Zomato Ltd
4.2%
A B B
3.95%
Others
75.14%
Debt
26.2%
Banks
15.8%
Retailing
9.99%
Electrical Equipments
5.68%
Pharmaceuticals & Biotech
5.14%
Others
37.19%
Equity
70.89%
Corporate Debentures
22.51%
Certificate of Deposit
3.69%
Net Curr Ass/Net Receivables
2.91%

Advance Ratio

0.13
Alpha
3
SD
0.65
Beta
0.46
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:
33,029 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

How to invest in Motilal Oswal Equity Hybrid Fund ?

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"

What is the NAV of Motilal Oswal Equity Hybrid Fund ?

The NAV of Motilal Oswal Equity Hybrid Fund is ₹17.3 as of 02 June 2023.

How to redeem Motilal Oswal Equity Hybrid Fund 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?

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

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

The top sectors Motilal Oswal Equity Hybrid Fund has invested in are
  1. HDFC Bank - 7.18%
  2. Abbott India - 5.14%
  3. ICICI Bank - 4.39%
  4. Zomato Ltd - 4.2%
  5. A B B - 3.95%

How much returns have Motilal Oswal Equity Hybrid Fund generated ?

The Motilal Oswal Equity Hybrid Fund has delivered 12.4% since inception

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

The expense ratio of Motilal Oswal Equity Hybrid Fund is 0.91 % as of 02 June 2023.

What is the AUM of Motilal Oswal Equity Hybrid Fund?

The AUM of Motilal Oswal Equity Hybrid Fund is ₹33,029 Cr as of 02 June 2023

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

The top stock holdings of Motilal Oswal Equity Hybrid Fund are
  1. HDFC Bank - 7.18%
  2. Abbott India - 5.14%
  3. ICICI Bank - 4.39%
  4. Zomato Ltd - 4.2%
  5. A B B - 3.95%
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