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Motilal Oswal Equity Hybrid Fund

Motilal Oswal Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.47

as on 12 Aug 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,629 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

  • ₹ 15.222

    as on 12 Aug 2022
  • 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 ₹ 15.222 as on 12 Aug 2022.

This fund has 3 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 8.20% 11.73% 10.54% 27.10% 37.68% 29.80% 19.18% 17.54% 13.33% 27.04% 33.13% 25.00% 18.98%
Category Average 6.77% 8.98% 1.10% 6.35% 21.87% 15.55% 10.72% 13.29% 5.37% 13.66% 16.91% 13.47% 12.71%
Motilal Oswal Equity Hybrid Fund 6.38%₹ 10,637 10.66%₹ 11,065 3.52%₹ 10,351 2.88%₹ 10,287 5.48%₹ 12,352 15.52%₹ 13,345 9.11%₹ 26,311 13.47%₹ 14,629 12.21%₹ 43,205 - - - -
ICICI Prudential Equity & Debt Fund 7.16%₹ 10,716 7.26%₹ 10,726 2.40%₹ 10,240 16.90%₹ 11,689 12.71%₹ 12,807 33.63%₹ 17,857 25.89%₹ 30,760 21.32%₹ 17,895 26.41%₹ 52,720 14.29%₹ 19,514 18.95%₹ 96,221 16.84%₹ 47,478 16.11%₹ 2,79,247
Kotak Equity Hybrid 6.88%₹ 10,688 9.41%₹ 10,941 2.33%₹ 10,232 9.57%₹ 10,957 8.63%₹ 12,552 26.96%₹ 16,119 16.79%₹ 28,316 18.76%₹ 16,780 20.41%₹ 48,548 12.28%₹ 17,856 15.97%₹ 89,441 - -
Canara Robeco Equity Hybrid Fund 7.60%₹ 10,760 10.14%₹ 11,014 0.41%₹ 10,041 4.62%₹ 10,461 5.21%₹ 12,335 19.64%₹ 14,314 12.30%₹ 27,136 16.67%₹ 15,908 16.06%₹ 45,662 12.15%₹ 17,755 14.01%₹ 85,239 14.30%₹ 38,099 13.70%₹ 2,45,337
DSP Equity And Bond Fund 7.97%₹ 10,797 11.03%₹ 11,103 -0.93%₹ 9,906 0.96%₹ 10,096 2.21%₹ 12,143 19.99%₹ 14,397 10.77%₹ 26,740 15.20%₹ 15,310 14.69%₹ 44,773 11.02%₹ 16,878 12.85%₹ 82,823 13.51%₹ 35,566 12.96%₹ 2,35,818
Mirae Asset Hybrid - Equity Fund 7.36%₹ 10,735 9.90%₹ 10,990 1.09%₹ 10,109 4.94%₹ 10,493 5.73%₹ 12,368 20.21%₹ 14,449 12.97%₹ 27,311 15.30%₹ 15,352 16.31%₹ 45,823 11.70%₹ 17,399 13.57%₹ 84,324 - -

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Equity Hybrid Fund as on 14 Aug 2022 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%