Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹418 Cr
Lock In Period
N/A
Expense Ratio
2.42
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
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.
Summary
Latest details for Motilal Oswal Equity Hybrid Fund Growth include a ₹18.2274 NAV as of Jan 19,2024 and returns since inception of 33.41%. Minimum investments start at SIP ₹500. The Motilal Oswal Equity Hybrid Fund Growth AUM is ₹418 Cr, with a lock-in of N/A years, expense ratio of 2.42%, and benchmark CRISIL Hybrid 35+65 - Aggressive Index. Exit load is - 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 2.43% returns, against a category average of -2.26% and a category best of 126.25%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.43 | -2.26 | 126.25 |
| 6M | 7.87 | 0.52 | 126.25 |
| 1Y | 17.72 | 4.40 | 126.25 |
| 3Y | 10.08 | 15.36 | 126.25 |
Portfolio Analysis
- Equity: 80.20%
- Debt: 19.82%
- Others
As on: 2023-12-31
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About Fund
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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundShriram Aggressive Hybrid Fund Growth | 2 | 49.76 CR | 2.4 |
| This FundNavi Aggressive Hybrid Fund Growth | 0 | 112.1 CR | 2.27 |
| This FundMotilal Oswal Equity Hybrid Fund Growth | 1 | 417.89 CR | 2.42 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4063.06 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundShriram Aggressive Hybrid Fund Growth | -1.5582 | 31.201 |
| This FundNavi Aggressive Hybrid Fund Growth | -1.7758 | 32.6887 |
| This FundMotilal Oswal Equity Hybrid Fund Growth | 17.7184 | 33.406 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
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%
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.
Min Inv Amount: ₹500