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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 As of 31 Dec 2023
1Star Health and Allied Insurance Company Ltd.Insurance6.71%
2ZF Commercial Vehicle Control Systems India Ltd.Automobile & Ancillaries6.18%
3FSN E-Commerce Ventures Ltd.Retailing5.78%
4Samvardhana Motherson International Ltd.Automobile & Ancillaries5.63%
5Dreamfolks Services Ltd.Hospitality5.40%
6Avenue Supermarts Ltd.Retailing4.69%
7Religare Enterprises Ltd.Finance4.56%
8KFin Technologies Ltd.Business Services4.36%
9L&T Technology Services Ltd.IT4.15%
10BSE Ltd.Finance3.72%
Sector Allocation
Finance24.2%
Automobile & Ancillaries11.8%
Retailing11.3%
IT9.1%
Insurance9.0%
Bank8.7%
Capital Goods5.8%
Hospitality5.4%
Business Services4.4%
Crude Oil3.6%
Infrastructure3.0%
Others2.0%
Telecom1.7%
On This Page
NAV growthAsset allocationTop holdings
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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