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

Motilal Oswal Equity Hybrid Fund Direct Growth

Hybrid
Direct
Very High Risk
Aggressive Allocation

NAV: ₹ 16.4 as on 20-10-2021

Fund Overview

Expense ratio
Expense ratio
0.86%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹451 Cr
Inception Date
Inception Date
14 September, 2018
Min Lumpsum/SIP
Min Lumpsum/SIP
₹500/₹1500
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
1318.87%

Fund Distribution

  • Equity 73.4%
  • Debt & Cash 26.6%
Size breakup
Large cap
92.51%
Mid cap
7.5%
Sector Allocation
Financial Services
37.5%
Cyclical
14.9%
Tech
13.6%
Industrial
13.4%
Health
8.7%
Basic Materials
8.1%
Energy
2.5%
Defensive
1.2%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings35
Equity Holdings26
Debt Holdings9

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

Abhiroop Mukherjee,Siddharth Bothra
About the fund

About the fund

This fund has delivered an average annual returns of 17.63% since inception which is more than its category average return of 13.62%
Fund Allocations

Fund Allocations

This fund has an allocation of 73.4% in Equity, 15.8% in Debt and 10.8% in Cash related instruments
AUM size ₹451 Cr

AUM size ₹451 Cr

This fund has AUM of ₹451 Cr which is less than its category average of ₹ 3335 Cr
Expense Ratio 0.86%

Expense Ratio 0.86%

This fund has an expense ratio of 0.86% which is less than its category average expense ratio of 1.59%

AMC details

Fund House
Motilal Oswal Asset Management Co. Ltd
Email
mfservice@motilaloswal.com
Phone
+912239804263
Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,
We are a SEBI registered investement advisor