Motilal Oswal Equity Hybrid Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Direct Growth

Motilal Oswal Equity Hybrid Fund Direct Growth

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Hybrid
Direct
Aggressive Allocation

NAV: ₹ 17 as on 09-12-2022

Fund Performance
zero opening, trading, fund transfer fee
85 people have invested ₹ 1.2L in mutual fund in the last three months

Fund Performance

Return
1M
3M
6M
1Y
3Y
This Fund
0.9%
2.1%
11.9%
5.5%
13.9%
Benchmark
1.7%
2.8%
12.1%
4.7%
15.5%
About the Fund

Motilal Oswal Equity Hybrid Fund Direct Growth is a hybrid fund. This fund was started on  14 September, 2018. The fund is managed by Siddharth Bothra, Rakesh Shetty. This fund gives you the benefit of diversification.

Key parameters

1) Motilal Oswal Equity Hybrid Fund Direct Growth has a NAV of 17.0116 as on 09-12-2022.

2) Motilal Oswal Equity Hybrid Fund Direct Growth has 410 Cr worth of assets under management (AUM) as on 31-10-2022 and is less than category average.

3) The fund has an expense ratio 0.91 %.

Fund Overview

Expense ratio
Expense ratio
0.91%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹410 Cr
Inception Date
Inception Date
14 September, 2018
Min Lumpsum/SIP
Min Lumpsum/SIP
₹500/₹500
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
50%

Fund Distribution

  • Equity 72.7%
  • Debt & Cash 27.3%
Size breakup
Large cap
50.3%
Mid cap
17.7%
Small cap
2.5%

Sector Allocation

Oct'22

Sep'22

Aug'22

Financial Services

33.4%

Consumer Cyclical

17.5%

Industrial

15.4%

Tech

9.5%

Consumer Defensive

8.4%

Health

6.1%

Energy

6.1%

Basic Materials

3.5%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings37
Equity Holdings29
Debt Holdings8
Holdings
Weight%
Holdings Trend
1M Change
icon
HDFC Bank Ltd
7.76%
0%
icon
ICICI Bank Ltd
5.5%
0%
icon
Abbott India Ltd
4.55%
40.5%
icon
Infosys Ltd
3.75%
-6%
icon
Rec Limited
3.6%
0%

What changed

in last one month
  • Scheme
  • Portfolio
AUM increased by 6.2 Cr in last 1M
Oct'22 return underperformed benchmark

Change in AUM

Oct'22
₹ 412.3 Cr
Sep'22
₹ 406.1 Cr
Aug'22
₹ 416.9 Cr

Fund Returns vs Benchmark

Oct'22
6.42%
6.94%
Sep'22
-1.81%
-1.79%
Aug'22
4.85%
3.33%
Fund Return
Benchmark Return

Concentration Analysis

Fund
Oct'22
Oct'22
Aug'22
No of Holdings
36
37
38
Top 5 Company Concentration
23.7%
22.7%
25%
Company having highest exposure
HDFC Bank Ltd (7.2%)
HDFC Bank Ltd (6.9%)
HDFC Bank Ltd (7.1%)
No of Sectors
11
10
10
Top 5 Sectors Concentration
69.2%
77.7%
75.4%
Sector having highest exposure
Financial Services (23.6%)
Financial Services (23.7%)
Financial Services (24.5%)

Fund Manager

Siddharth Bothra

Siddharth Bothra

Managing this fund since 14 September 2018

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Motilal Oswal Flexicap Fund Direct Plan Growth
10.6%
17.72%
Motilal Oswal Equity Hybrid Fund Direct Growth
13.88%
15.48%
Motilal Oswal Focused Direct Growth
14.66%
17.56%
Rakesh Shetty

Rakesh Shetty

Managing this fund since 22 November 2022

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Motilal Oswal Flexicap Fund Direct Plan Growth
10.6%
17.72%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth
17.03%
--
Motilal Oswal Midcap 30 Direct Growth
27.74%
24.35%

AMC details

Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,
Phone
+912239804263
Fund House
Motilal Oswal Asset Management Co. Ltd

Fund Highlights

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Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 13.37% since inception which is more than its category average return of 11.82%
Fund Allocations

Fund Allocations

This fund has an allocation of 72.69% in Equity, 21.52% in Debt and 5.79% in Cash related instruments
AUM size ₹410 Cr

AUM size ₹410 Cr

This fund has AUM of ₹410 Cr which is less than its category average of ₹ 3977 Cr
Expense Ratio 0.91%

Expense Ratio 0.91%

This fund has an expense ratio of 0.91% which is less than its category average expense ratio of 1.61%

Frequently Asked Questions

The current NAV of Motilal Oswal Equity Hybrid Fund Direct Growth is 17.09.
Existing (Absolute + CAGR)
Motilal Oswal Equity Hybrid Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
1.68%
1.68%
6 Month Returns
11.86%
11.86%
1 Year Returns
7.25%
7.25%
3 Years Returns
47.4%
13.81%
5 Years Returns
0%
0%
With INDmoney, the process of investing is very simple and involves zero commission.
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0.91 as on November 2022
412 Cr as on November 2022
HDFC Bank Ltd(7.19%),ICICI Bank Ltd(5.22%),Abbott India Ltd(4.3%),Infosys Ltd(3.51%),Avenue Supermarts Ltd(3.46%) as on November 2022
Financial Services(23.57%),Corporate(14.28%),Consumer Cyclical(12.36%) as on November 2022
AAA
66.52
AA
33.48
Siddharth Bothra,Rakesh Shetty are the fund managers of Motilal Oswal Equity Hybrid Fund Direct Growth
The Exit load of Motilal Oswal Equity Hybrid Fund Direct Growth is 1%

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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.