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Motilal Oswal Equity Hybrid Fund

Motilal Oswal Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.08

as on 28 Nov 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,710 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

  • ₹ 17.490

    as on 28 Nov 2023
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 386 Cr.

    as on 31 May 2023
  • 2.42%

  • 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 ₹ 17.490 as on 28 Nov 2023.

This fund has 5 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.42%. 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 Rakesh Shetty

    Picture of Rakesh ShettyMr. Shetty has done B.Com Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
  • 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 8.49% 10.47% 26.40% 27.87% 27.59% 27.27% 20.87% 18.55% 43.83% 26.21% 22.48% 24.09% 17.43%
Category Average 3.82% 3.66% 10.66% 12.54% 10.01% 15.63% 12.85% 13.69% 20.05% 14.27% 12.99% 14.77% 12.42%
Motilal Oswal Equity Hybrid Fund 3.88%₹ 10,387 2.87%₹ 10,287 9.36%₹ 10,936 10.08%₹ 11,007 17.33%₹ 13,100 7.91%₹ 11,649 12.92%₹ 27,308 11.08%₹ 13,710 10.53%₹ 42,166 12.18%₹ 17,771 12.17%₹ 81,465 - -
ICICI Prudential Equity & Debt Fund 4.42%₹ 10,441 6.31%₹ 10,630 15.47%₹ 11,547 18.60%₹ 11,860 27.34%₹ 13,713 16.19%₹ 13,511 20.48%₹ 29,312 27.27%₹ 20,626 21.03%₹ 48,981 18.17%₹ 23,053 21.87%₹ 1,03,296 17.20%₹ 48,953 16.51%₹ 2,85,455
Kotak Equity Hybrid 3.82%₹ 10,382 2.51%₹ 10,250 10.10%₹ 11,009 12.11%₹ 11,210 18.03%₹ 13,143 9.81%₹ 12,064 13.75%₹ 27,525 17.26%₹ 16,128 13.31%₹ 43,904 15.53%₹ 20,588 16.39%₹ 90,384 - -
HDFC Hybrid Equity Fund 2.37%₹ 10,236 1.21%₹ 10,121 6.27%₹ 10,627 9.40%₹ 10,940 12.75%₹ 12,814 10.55%₹ 12,227 12.63%₹ 27,232 17.10%₹ 16,063 12.76%₹ 43,561 13.37%₹ 18,731 15.15%₹ 87,672 13.41%₹ 35,216 11.72%₹ 2,20,748
Sundaram Equity Hybrid Fund 1.80%₹ 10,179 0.49%₹ 10,048 10.54%₹ 11,054 - - - - - - - - - -
Canara Robeco Equity Hybrid Fund 4.57%₹ 10,457 3.67%₹ 10,367 9.37%₹ 10,936 10.48%₹ 11,048 17.66%₹ 13,120 8.14%₹ 11,698 12.49%₹ 27,194 13.63%₹ 14,675 11.30%₹ 42,643 13.62%₹ 18,938 13.82%₹ 84,859 14.73%₹ 39,560 12.77%₹ 2,33,583

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Equity Hybrid Fund as on 30 Nov 2023 are listed below:

  • Equity Holdings:

    76.69%
  • Debt Holdings:

    20.94%
  • Others Holdings:

    2.35%

Top Sector Holdings of Motilal Oswal Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.48% ₹ 62.09 Cr.
Power equipment 5.74% ₹ 23.04 Cr.
Pharmaceuticals 4.94% ₹ 19.80 Cr.
Computers - Software 4.82% ₹ 19.34 Cr.
E-retail/ e-commerce 4.74% ₹ 19.01 Cr.
Others 64.28% -

Top Stock Holdings of Motilal Oswal Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 6.75% ₹ 27.06 Cr.
Abbott India Ltd. 4.94% ₹ 19.80 Cr.
Zomato Ltd. 4.74% ₹ 19.01 Cr.
ICICI Bank Ltd. 4.47% ₹ 17.94 Cr.
ABB India Ltd. 4.44% ₹ 17.81 Cr.
Others 74.66% -

Top Debt Instrument Type holdings of Motilal Oswal Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 19.74% ₹ 79.12 Cr.
CD 1.20% ₹ 4.82 Cr.
Others 79.06% -

Top Debt Holdings of Motilal Oswal Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Rural Electrification Corporation Limited 3.72% ₹ 14.91 Cr.
Bond - Indian Oil Corporation Ltd. 3.70% ₹ 14.82 Cr.
Bond - Muthoot Finance Pvt. Ltd. 3.70% ₹ 14.82 Cr.
Bond - Shriram Finance Ltd. 3.70% ₹ 14.83 Cr.
Bond - Mahindra & Mahindra Financial Services Ltd. 3.69% ₹ 14.80 Cr.
Others 81.49%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 2.35%