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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 0.52% and a category best of 126.25%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.430.52126.25
6M7.871.32126.25
1Y17.725.19126.25
3Y10.0812.63126.25

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%

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.

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
This FundHDFC Hybrid Equity Fund - Growth321286.37 CR1.71
This FundMotilal Oswal Equity Hybrid Fund Growth1417.89 CR2.42
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03700.53 CR
Fund Name1Y3Y
This FundHDFC Hybrid Equity Fund - Growth0.389832.4494
This FundMotilal Oswal Equity Hybrid Fund Growth17.718433.406
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

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%
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.
Min Inv Amount: ₹500