Motilal Oswal Equity Hybrid Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Motilal Oswal Equity Hybrid Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹418 Cr

Lock In Period

N/A

Expense Ratio

2.42

Exit Load

1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Motilal Oswal Equity Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.430.55126.25
6M7.872.80126.25
1Y17.725.28126.25
3Y10.0812.78126.25

Portfolio Analysis

  • Equity: 80.20%
  • Debt: 19.82%
  • Others
As on: 2023-12-31
View allocation % by

1. Religare Enterprises Limited4.56%
2. KFin Technologies Limited4.36%
3. Piramal Enterprises Limited2.90%

1. ICICI Bank Limited3.32%
2. Fino Payments Bank Limited2.15%
3. HDFC Bank Limited2.05%

1. Dreamfolks Services Limited5.40%
2. One 97 Communications Limited1.98%

1. Star Health And Allied Insurance Company Limited6.71%

1. ZF Commercial Vehicle Control Systems India Limited6.18%

1. FSN E-Commerce Ventures Limited5.78%

1. Samvardhana Motherson International Limited5.63%

1. Avenue Supermarts Limited4.69%

1. L&T Technology Services Limited4.15%

1. BSE Limited3.72%

1. Larsen & Toubro Limited3.03%

1. Infosys Limited3.01%

1. Hindustan Aeronautics Limited2.98%

1. ABB India Limited2.85%

1. HDFC Life Insurance Company Limited2.29%

1. Bharti Airtel Limited1.65%
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About Fund Motilal Oswal Equity Hybrid Fund Growth

Motilal Oswal Equity Hybrid Fund Growth managed by Motilal Oswal Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹418 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.42. Under the expert guidance of Rakesh Shetty ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rakesh Shetty

Mr. Rakesh Shetty holds Bachelors of Commerce (B.Com). Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
SBI Retirement Benefit Fund - Aggressive Plan Growth03,158 CR2.07
ICICI Prudential Blended Plan B - Option I Growth0773 CR0.42
Motilal Oswal Equity Hybrid Fund Growth1417 CR2.42
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundSBI Retirement Benefit Fund - Aggressive Plan Growth4.77732.6236
This FundICICI Prudential Blended Plan B - Option I Growth10.63533.278
This FundMotilal Oswal Equity Hybrid Fund Growth17.718433.406
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

Motilal Oswal Equity Hybrid Fund Growth FAQs

Motilal Oswal Equity Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal Equity Hybrid Fund Growth is 2.42. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Equity Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : 2.43%
  • 6 Months : 7.87%
  • 1 Year : 17.72%
  • 3 Years : 10.08%
Returns of Motilal Oswal Equity Hybrid Fund Growth are updated daily based on NAV of ₹ 18.2274 as on Jan 19,2024. Since inception, the return has been 33.41%.

You can invest in Motilal Oswal Equity Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal Equity Hybrid Fund Growth is ₹418 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal Equity Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.