Motilal Oswal Equity Hybrid Fund Growth Direct Plan

19.83
NAV (Jan 19,2024)

The Motilal Oswal Equity Hybrid Fund - Growth - Direct Plan is a high-performing equity hybrid fund designed for long-term capital growth. It is ideal for investors who want to diversify their portfolio and achieve better returns. With an expense ratio of 0.91%, this fund offers a cost-effective investment option. The fund has a PE ratio of 44.83 and a PB ratio of 10.04, indicating its potential for growth. The scheme's AUM (Assets Under Management) stands at INR 417.89, and the minimum investment required is INR 5000.

Motilal Oswal Equity Hybrid Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Motilal Oswal Equity Hybrid Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    44.83
  • P/B Ratio
    UM_URBAN_MONEY

    10.05
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.97
  • Sharpe
    UM_URBAN_MONEY

    0.12
  • Sortino
    UM_URBAN_MONEY

    0.19

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.91%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

417.89 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Mar 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,695.59 (6.96%)10,870.47 (8.70%)11,950.98 (19.51%)13,975.86 (39.76%)19,909.15 (99.09%)
32,086.77 (6.96%)32,611.41 (8.70%)35,852.94 (19.51%)41,927.58 (39.76%)59,727.45 (99.09%)
53,477.95 (6.96%)54,352.35 (8.70%)59,754.9 (19.51%)69,879.3 (39.76%)99,545.75 (99.09%)
85,564.72 (6.96%)86,963.76 (8.70%)95,607.84 (19.51%)1,11,806.88 (39.76%)1,59,273.2 (99.09%)
1,06,955.9 (6.96%)1,08,704.7 (8.70%)1,19,509.8 (19.51%)1,39,758.6 (39.76%)1,99,091.5 (99.09%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Star Health And Allied Insurance Company Limited6.71%
  • ZF Commercial Vehicle Control Systems India Limited6.18%
  • FSN E Commerce Ventures Limited5.78%
  • Samvardhana Motherson International Limited5.63%
  • Dreamfolks Services Limited5.40%
  • Avenue Supermarts Limited4.69%
  • Religare Enterprises Limited4.56%
  • KFin Technologies Limited4.36%
  • L&T Technology Services Limited4.15%
  • BSE Limited3.72%
  • Shriram Finance Limited3.58%
  • Mahindra & Mahindra Financial Services Limited3.58%
  • Indian Oil Corporation Limited3.57%
  • Muthoot Finance Limited3.53%
  • ICICI Bank Limited3.32%
  • Larsen & Toubro Limited3.03%
  • Infosys Limited3.01%
  • Hindustan Aeronautics Limited2.98%
  • Piramal Enterprises Limited2.90%
  • ABB India Limited2.85%
  • REC Limited2.36%
  • HDFC Life Insurance Company Limited2.29%
  • Fino Payments Bank Limited2.15%
  • HDFC Bank Limited2.05%
  • One Communications Limited1.98%
  • Bharti Airtel Limited1.65%
  • Collateralized Borrowing & Lending Obligation1.44%
  • National Bank For Agriculture and Rural Development1.19%
  • Metro Brands Limited0.81%
  • Net Receivables Payables0.57%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

26.51%

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

20.40%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.57%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.61%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.36%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.00%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.60%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

9.31%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

8.30%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

8.14%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

45.79%

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - GrowthBank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

HYBRID

Very High

42.82%

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

35.05%

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

29.80%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

28.27%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

24.18%

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

23.55%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

23.26%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

23.13%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

18.48%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

23.08%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

18.32%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.16%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.41%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

14.30%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.90%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.53%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.51%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

13.05%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.05%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

16.98%

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.43%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.19%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

14.35%

SBI Equity Hybrid Fund - Regular Plan - IDCWSBI Equity Hybrid Fund - Regular Plan - IDCW

HYBRID

Very High

14.19%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

14.11%

HSBC Aggressive Hybrid Fund - Regular Plan - GrowthHSBC Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.97%

Axis Equity Hybrid Fund - Regular Plan - GrowthAxis Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.22%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

12.21%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

7.09%

Fund Managers

SS

Mr. Santosh SinghFund Manager

RS

Mr. Rakesh ShettyFund Manager / Dealer

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.

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