CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
MF—Regular · Growth

Motilal Oswal Equity Hybrid Fund - Regular Plan - Growth

hybridHybrid - Aggressive Hybrid FundBenchmark: CRISIL Hybrid 35+65 - Aggressive Index
NAV · 19 Jan 2024₹18.23+0.93%
AUM₹418 Cr
Expense Ratio2.42%
CAGR—
Exit Load1% on or before 15D, Nil after 15D
Min SIP—
Launched2018

Investment Objective

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 (REIT) & Infrastructure Investment Trust (InvIT).

Fund Mandate

Debt, MMI, G-Secs, Bonds, Debentures, Cash and Cash at call, etc.20%–35%
Equity and Equity related instruments65%–80%
Units issued by REITs and InvITs0%–10%
Asset Allocation
Domestic Equity80.2%
Debt17.8%
Cash & Equivalents2.0%
Fund Managers
SS
Santosh Singh
Fund Manager
Key Information
2.42%
—
₹5,000
1% on or before 15D, Nil after 15D
Nil
Inception14 Sep 2018
AMC—
Top Holdings
1Star Health And Allied Insurance Company LimitedInsurance6.71%
2ZF Commercial Vehicle Control Systems India LimitedAuto Components6.18%
3FSN E-Commerce Ventures LimitedRetailing5.78%
4Samvardhana Motherson International LimitedAuto Components5.63%
5Dreamfolks Services LimitedTransport Infrastructure5.40%
6Avenue Supermarts LimitedRetailing4.69%
7Religare Enterprises LimitedFinance4.56%
8KFin Technologies LimitedCapital Markets4.36%
9L&T Technology Services LimitedIT - Services4.15%
10BSE LimitedCapital Markets3.72%
Sector Allocation
Other14.3%
Auto Components11.8%
Retailing10.5%
Capital Markets8.1%
Finance7.5%
Insurance6.7%
Transport Infrastructure5.4%
IT - Services4.1%
Banks3.3%
Construction3.0%
IT - Software3.0%
Aerospace & Defense3.0%
Electrical Equipment2.9%
On This Page
NAV growthAsset allocationTop holdings
Similar Funds
360 ONE Multi Asset Allocation Fund - Growth - Direct Plan360 ONE+18.80%360 ONE Multi Asset Allocation Fund - IDCW - Direct Plan360 ONE+18.80%360 ONE Multi Asset Allocation Fund - IDCW Payout - Direct Plan360 ONE+18.80%360 ONE Multi Asset Allocation Fund - Regular Plan - Growth360 ONE+16.93%360 ONE Multi Asset Allocation Fund - Regular Plan - IDCW360 ONE+16.93%
Compare With

360 ONE Multi Asset Allocation Fund - Growth - Direct Plan and 4 more peers in this category.

Build comparison
Trailing Returns
PeriodReturns
1 Day+0.93%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.42%
1% on or before 15D, Nil after 15D
Nil
—
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme