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Motilal Oswal Equity Hybrid Fund

Motilal Oswal Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

18.97

as on 24 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,840 today.

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NAV Performance

Motilal Oswal Equity Hybrid Fund performance graph for last 3 years
Performance of Motilal Oswal Equity Hybrid Fund for last 3 Years

Fund Information

  • ₹ 14.882

    as on 24 Mar 2023
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 408 Cr.

    as on 31 Dec 2021
  • 2.44%

  • 14 Sep 2018

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • Motilal Oswal Mutual Fund

    Show All Funds

Highlights of this fund

Motilal Oswal Equity Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 14 Sep 2018. This fund is offered by one of the top AMC (Assets Management Company) Motilal Oswal Mutual Fund. You can also view here all other Hybrid funds offered by Motilal Oswal Mutual Fund.

Latest NAV of the fund is ₹ 14.882 as on 24 Mar 2023.

This fund has 4 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.44%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

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).

List of Fund Managers of Motilal Oswal Equity Hybrid Fund

  • About Abhiroop Mukherjee

    Picture of Abhiroop MukherjeeMr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management. Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
  • About Siddharth Bothra

    Picture of Siddharth BothraMr Siddharth Bothra has a rich experience of more than 17 years in the field of research and investments. Prior to joining Motilal Oswal AMC he had an extensive stint with Motilal Oswal Securities Ltd. as a senior analyst in the institutional equities division covering various sectors. He is the fund manager of Motilal Oswal Focused 25 Fund. During his stint with Motilal Oswal Securities Ltd. Mr. Bothra won various recognitions such as the ZEE Business TV - India’s Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate. Mr. Bothra has also worked with broking outfits like Alchemy Share & Stocks and VCK Share & Stocks in the past. He holds an honors degree of MBA (Post Graduate Program) from ISB (Indian School of Business, Hyderabad), MBA International Student Exchange NYU Stern School of Business (New York) and B.Com (Honors).

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.98% 2.69% 10.54% 27.10% 27.59% 40.08% 17.88% 17.77% 5.70% 10.38% 20.48% 20.25% 16.75%
Category Average -1.75% -2.25% -1.02% 1.84% 9.54% 23.28% 9.74% 12.72% -0.16% 2.34% 10.71% 10.91% 10.94%
Motilal Oswal Equity Hybrid Fund -1.63%₹ 9,836 -3.35%₹ 9,665 -2.81%₹ 9,718 3.57%₹ 10,356 -0.53%₹ 11,966 4.76%₹ 10,974 0.90%₹ 24,224 18.97%₹ 16,840 6.81%₹ 39,899 - - - -
ICICI Prudential Equity & Debt Fund -1.90%₹ 9,809 -0.41%₹ 9,958 2.18%₹ 10,217 4.89%₹ 10,488 4.82%₹ 12,309 18.42%₹ 14,022 10.38%₹ 26,632 33.30%₹ 23,684 20.48%₹ 48,569 13.68%₹ 19,001 17.11%₹ 91,946 15.84%₹ 43,580 14.75%₹ 2,59,552
Kotak Equity Hybrid -1.81%₹ 9,818 -1.66%₹ 9,833 -1.12%₹ 9,888 2.62%₹ 10,261 1.49%₹ 12,096 9.93%₹ 12,085 4.38%₹ 25,100 29.00%₹ 21,464 13.78%₹ 44,177 11.39%₹ 17,157 13.35%₹ 83,836 - -
Canara Robeco Equity Hybrid Fund -2.38%₹ 9,762 -2.60%₹ 9,740 -2.17%₹ 9,782 -0.32%₹ 9,968 -1.12%₹ 11,928 7.20%₹ 11,491 1.35%₹ 24,337 21.57%₹ 17,967 8.86%₹ 41,130 10.91%₹ 16,793 10.56%₹ 78,227 13.55%₹ 35,672 11.72%₹ 2,20,669
DSP Equity And Bond Fund -2.93%₹ 9,706 -1.61%₹ 9,838 -2.67%₹ 9,732 -0.68%₹ 9,932 -0.72%₹ 11,954 5.72%₹ 11,176 -0.17%₹ 23,958 21.26%₹ 17,830 8.04%₹ 40,638 9.76%₹ 15,941 9.64%₹ 76,469 12.87%₹ 33,610 11.01%₹ 2,12,514
Mirae Asset Hybrid - Equity Fund -2.11%₹ 9,789 -2.78%₹ 9,721 -2.05%₹ 9,795 -0.13%₹ 9,986 -1.48%₹ 11,904 7.51%₹ 11,558 1.38%₹ 24,344 23.41%₹ 18,796 9.39%₹ 41,451 10.56%₹ 16,527 10.17%₹ 77,479 - -

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Equity Hybrid Fund as on 26 Mar 2023 are listed below:

  • Equity Holdings:

    77.84%
  • Debt Holdings:

    14.62%
  • Others Holdings:

    7.58%

Top Sector Holdings of Motilal Oswal Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.76% ₹ 65.05 Cr.
Computers - Software 11.43% ₹ 47.19 Cr.
Pharmaceuticals 6.25% ₹ 25.81 Cr.
Housing Finance 5.06% ₹ 20.88 Cr.
Motor cycles/Scooters 5.04% ₹ 20.80 Cr.
Others 56.46% -

Top Stock Holdings of Motilal Oswal Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.73% ₹ 23.66 Cr.
HDFC Bank Ltd. 5.50% ₹ 22.70 Cr.
Housing Development Finance Corporation Ltd. 5.06% ₹ 20.88 Cr.
Bajaj Auto Ltd. 5.04% ₹ 20.80 Cr.
Tata Consultancy Services Ltd. 4.86% ₹ 20.06 Cr.
Others 73.81% -

Top Debt Instrument Type holdings of Motilal Oswal Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 9.77% ₹ 40.37 Cr.
GOI 4.85% ₹ 20.00 Cr.
Others 85.38% -

Top Debt Holdings of Motilal Oswal Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 4.85% ₹ 20.00 Cr.
Bond - Rural Electrification Corporation Limited 3.66% ₹ 15.13 Cr.
Bond - Kotak Mahindra Prime Ltd. 3.64% ₹ 15.04 Cr.
Bond - Housing Development Finance Corporation Ltd. 2.46% ₹ 10.16 Cr.
Bond - Britannia Industries Ltd. 0.01% ₹ .05 Cr.
Others 85.38%

Other Holdings

Holding TypeHolding Percentage
TREPS 7.53%
Net Receivables 0.05%