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Motilal Oswal Equity Hybrid Fund

Motilal Oswal Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

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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

  • ₹ 14.349

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 391 Cr.

    as on 10 Jun 2021
  • 2.48%

    since 31 Dec 2020
  • 14 Sep 2018

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • motilal oswal mutual fund

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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 ₹ 14.349 as on 10 Jun 2021.

This fund has 2 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.48%. 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 Akash Singhania

    Picture of Akash SinghaniaAkash has more than 15 years of experience and more than 13 years of experience in Fund management. Prior to joining MOAMC, he was associated with DHFL Pramerica AMC as Deputy CIO Equities, Deutsche AMC - DWS Mutual Fund as Head of Equities & ICICI Prudential AMC as Senior Analyst –PMS. In addition, he also held important roles in organizations like Ernst & Young, KPMG and PWC in his formative years. Mr. Singhania has completed his PGDM (MBA) Finance & Marketing from IIM Lucknow, Diploma in Strategy from Copenhagen Business School Denmark, Chartered Accountancy (Gold medalist) from ICAI in 2001 & Company Secretary from ICSI in 2001.
  • 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 Moderately 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 7.52% 18.78% 33.25% 89.04% 31.46% 23.49% 17.26% 15.01% 81.42% 52.86% 37.03% 24.20% 18.29%
Category Average 4.91% 6.00% 17.10% 47.55% 15.79% 11.76% 12.23% 11.93% 43.44% 28.00% 20.30% 14.05% 13.15%
Motilal Oswal Equity Hybrid Fund 4.24%₹ 10,423 2.39%₹ 10,238 10.56%₹ 11,055 34.54%₹ 13,453 28.87%₹ 13,795 15.77%₹ 13,407 22.10%₹ 29,735 - - - - - -
Quant Absolute Fund 3.42%₹ 10,341 18.78%₹ 11,877 33.25%₹ 13,325 89.04%₹ 18,904 81.42%₹ 16,795 31.46%₹ 17,321 52.86%₹ 38,457 23.49%₹ 18,855 37.03%₹ 60,704 17.26%₹ 22,179 24.20%₹ 1,09,243 14.56%₹ 38,963 18.29%₹ 3,14,169
BNP Paribas Substantial Equity Hybrid Fund 5.87%₹ 10,586 6.44%₹ 10,643 19.25%₹ 11,924 44.08%₹ 14,408 44.35%₹ 14,708 19.86%₹ 14,372 29.53%₹ 31,761 16.50%₹ 15,829 23.17%₹ 50,445 - - - -
Kotak Equity Hybrid 5.83%₹ 10,582 6.40%₹ 10,639 20.92%₹ 12,091 57.50%₹ 15,749 53.18%₹ 15,216 19.63%₹ 14,318 34.05%₹ 33,019 14.80%₹ 15,148 24.78%₹ 51,570 13.58%₹ 18,912 16.51%₹ 90,649 - -
Canara Robeco Equity Hybrid Fund 4.76%₹ 10,476 4.94%₹ 10,494 14.68%₹ 11,467 41.32%₹ 14,131 37.04%₹ 14,280 17.81%₹ 13,884 27.22%₹ 31,126 14.65%₹ 15,086 21.03%₹ 48,971 14.62%₹ 19,789 15.93%₹ 89,370 13.93%₹ 36,885 14.91%₹ 2,61,787
DSP Equity And Bond Fund 5.44%₹ 10,543 6.03%₹ 10,602 17.00%₹ 11,700 45.68%₹ 14,567 43.83%₹ 14,677 18.64%₹ 14,081 29.07%₹ 31,635 14.38%₹ 14,979 22.12%₹ 49,721 14.19%₹ 19,426 15.73%₹ 88,913 12.73%₹ 33,178 14.56%₹ 2,56,986

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Equity Hybrid Fund as on 13 Jun 2021 are listed below:

  • Equity Holdings:

    77.63%
  • Debt Holdings:

    18.49%
  • Others Holdings:

    3.88%

Top Sector Holdings of Motilal Oswal Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.15% ₹ 65.53 Cr.
Computers - software 10.86% ₹ 41.50 Cr.
Pharmaceuticals 8.90% ₹ 34.03 Cr.
Logistics solution provider 6.34% ₹ 24.26 Cr.
Housing finance 6.09% ₹ 23.29 Cr.
Others 50.66% -

Top Stock Holdings of Motilal Oswal Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 6.62% ₹ 25.31 Cr.
Housing Development Finance Corporation Ltd. 6.09% ₹ 23.29 Cr.
ICICI Bank Ltd. 5.48% ₹ 20.93 Cr.
Infosys Ltd. 5.44% ₹ 20.79 Cr.
Tata Consultancy Services Ltd. 5.42% ₹ 20.71 Cr.
Others 70.95% -

Top Debt Instrument Type holdings of Motilal Oswal Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 10.69% ₹ 40.85 Cr.
T-Bills 6.50% ₹ 24.85 Cr.
GOI 1.30% ₹ 4.97 Cr.
Others 81.51% -

Top Debt Holdings of Motilal Oswal Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 6.50% ₹ 24.85 Cr.
Bond - Rural Electrification Corporation Limited 3.99% ₹ 15.25 Cr.
Bond - Sundaram Home Finance Ltd. 3.96% ₹ 15.14 Cr.
Bond - Housing Development Finance Corporation Ltd. 2.73% ₹ 10.42 Cr.
Bond - Govt of India 1.30% ₹ 4.97 Cr.
Others 81.52%

Other Holdings

Holding TypeHolding Percentage
TREPS 3.35%
Net Receivables 0.53%