Overview (as on 03 Mar 2021)

NAV

₹14.0397

1y returns

22.9%

Fund AUM

₹375 Cr

Expense Ratio

2.48%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
39.39%
Tech
14.23%
Industrials
11.51%
Health
11.45%
Basic Materials
9.28%
Consumer
6.70%
Defensive
4.90%
Communication
1.63%
Energy
0.92%
Size Breakup
Large Cap
72.38%
Mid Cap
24.66%
Small Cap
2.96%

Key Metrics

Yield to Maturity 

4.12%

Modified Duration 

1.69 yr

Sharpe Ratio 

NA

Std deviation 

NA

Holdings

Fund Details

Investment Objectives
"The investment objective is 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)."
Scheme Name
Motilal Oswal Equity Hybrid Regular Growth
Scheme Document
Exit Load

For 0 - 15 Days: 1%

After 15 Days : 0%

Plan Started
14 September, 2018
Fund Manager
Siddharth Bothra
Fund House Details
Fund House
Motilal Oswal Asset Management Co. Ltd
Email
NA
Phone
+912222816161
Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,

Peer Funds

Motilal Oswal Equity Hybrid Regular Growth

NAV

₹14.0397

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Siddharth Bothra
Siddharth Bothra

leader

Work Experience
"Mr. Bothra is currently a fund manager associated with Motilal Oswal Asset Management Company Limited. He has over 17 years of experience in field of research and investments. Prior to joining Motilal Oswal AMC, he had an extensive stint with Motilal Oswal Securites Ltd as senior analyst in institutional equities. He has also worked with broking outfits like Alchemy Share & Stocks and VCK Share & Stocks. He has done his post graduate program from Indian School of Business, Hyderabad which included an international MBA exchange program with NYU Stern, New York."
Abhiroop Mukherjee
Abhiroop Mukherjee

manager

Work Experience
"null"
Akash Singhania
Akash Singhania

manager

Qualifications
B.Com(H), CA,& PGDBM (IIM-L)
Work Experience
"Mr. Singhania currently works as a Fund Manager for Motilal Oswal Asset Management Company Limited. He has over 13 years of experience with 11 years in Fund Management. Prior to joining Motilal Oswal AMC, he was associated with DHFL Pramerica AMC as Deputy CIO Equities, Deutsche AMC - DWS Mutual Fund as Head of Equities and ICICI Prudential AMC as Senior Analyst - PMS. In his formative years he was associated with Ernst&Young, KPMG and PWC. Mr. Singhania has a PGDM (MBA) Finance & Marketing from IIM Lucknow, Chartered Accountancy in Accounting & Auditing from ICAI and is a qualified Company Secretary - Corporate Laws & Taxation from ICSI."

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