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Motilal Oswal Mutual Fund
Motilal Oswal Equity Hybrid Fund Regular Plan Growth

Motilal Oswal Equity Hybrid Fund Regular Plan Growth

Risk: Very High

₹ 18.23
NAV (Jan 19,2024)

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The Motilal Oswal Equity Hybrid Fund - Regular Plan - Growth is a high-growth investment option for Indian investors. With a low expense ratio of 2.42%, this fund aims to provide long-term capital appreciation through a diversified portfolio of equity and debt instruments. With a minimum investment of INR 5,000, this fund offers flexibility and ease of access. As of its establishment on September 14, 2018, the fund's assets under management stand at approximately INR 417.89 crores.

Fund Overview

Expense ratio

2.42%

Exit Load

Lock-in

No Lock-in

AUM (Fund Size)

₹ 417.89 Cr

Index

Min. Investment

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 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 %)
₹ 10,000	₹ 10,655.12 (6.55%)	₹ 10,787.1 (7.87%)	₹ 11,771.84 (17.72%)	₹ 13,340.6 (33.41%)	₹ 18,397.58 (83.98%)
₹ 30,000	₹ 31,965.36 (6.55%)	₹ 32,361.3 (7.87%)	₹ 35,315.52 (17.72%)	₹ 40,021.8 (33.41%)	₹ 55,192.74 (83.98%)
₹ 50,000	₹ 53,275.6 (6.55%)	₹ 53,935.5 (7.87%)	₹ 58,859.2 (17.72%)	₹ 66,703 (33.41%)	₹ 91,987.9 (83.98%)
₹ 80,000	₹ 85,240.96 (6.55%)	₹ 86,296.8 (7.87%)	₹ 94,174.72 (17.72%)	₹ 1,06,724.8 (33.41%)	₹ 1,47,180.64 (83.98%)
₹ 1,00,000	₹ 1,06,551.2 (6.55%)	₹ 1,07,871 (7.87%)	₹ 1,17,718.4 (17.72%)	₹ 1,33,406 (33.41%)	₹ 1,83,975.8 (83.98%)

Calculate Your Mutual Fund Returns

Monthly Investment Lumpsum

Monthly Investment

₹

₹ 500
₹ 1 Lac

Time Period

Years

Expected ROI

₹

Total investment

₹

Profit

Year	Invested Amount(₹)	Wealth Gained(₹)	Expected Amount(₹)

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%

Miscellaneous15.45%

Auto Ancillary11.81%

Insurance9.00%

Finance - Others8.08%

Bank - Private7.51%

IT - Software7.16%

e-Commerce5.78%

Retailing5.50%

Business Support5.40%

Finance - Investment4.56%

Engineering - Construction3.03%

Defence2.98%

Finance - NBFC2.90%

Electric Equipment2.85%

Fintech1.98%

Telecommunication - Service Provider1.65%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

Mutual Fund Schemes	Category	Risk	Absolute Return (6M)
Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth	HYBRID	Very High	24.65%
Franklin India Equity Hybrid Fund - Growth	HYBRID	Very High	15.72%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	15.58%
Sundaram Aggressive Hybrid Fund - Growth	HYBRID	High	15.17%
Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	13.70%
Union Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	12.61%
Nippon India Equity Hybrid Fund - Growth	HYBRID	Very High	12.57%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	12.14%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Growth	HYBRID	Very High	11.73%
HSBC Equity Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	10.39%

Mutual Fund Schemes	Category	Risk	Absolute Return (6Y)
Quant Absolute Fund - Growth	HYBRID	Very High	36.53%
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	34.40%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	34.03%
Shriram Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	31.53%
Franklin India Equity Hybrid Fund - Growth	HYBRID	Very High	30.56%
DSP Equity & Bond Fund - Regular Plan - Growth	HYBRID	Very High	28.31%
Groww Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	27.36%
Tata Hybrid Equity Fund - Regular Plan - Growth	HYBRID	Very High	23.34%
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	22.90%
Navi Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	22.24%

Mutual Fund Schemes	Category	Risk	Absolute Return (6Y)
ICICI Prudential Equity & Debt Fund - Growth	HYBRID	Very High	25.71%
JM Aggressive Hybrid Fund - Growth	HYBRID	Very High	22.58%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	18.43%
UTI Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	18.42%
Nippon India Equity Hybrid Fund - Growth	HYBRID	Very High	18.32%
Franklin India Equity Hybrid Fund - Growth	HYBRID	Very High	15.67%
Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	14.60%
Union Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	14.40%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Growth	HYBRID	Very High	13.02%
HSBC Equity Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	11.88%

Mutual Fund Schemes	Category	Risk	Absolute Return (6Y)
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	20.99%
ICICI Prudential Equity & Debt Fund - Growth	HYBRID	Very High	20.85%
JM Aggressive Hybrid Fund - Growth	HYBRID	Very High	17.96%
Franklin India Equity Hybrid Fund - Growth	HYBRID	Very High	16.84%
Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	16.19%
Bandhan Hybrid Equity Fund - Regular Plan - Growth	HYBRID	Very High	15.96%
UTI Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	15.68%
HSBC Aggressive Hybrid Fund - Regular Plan - Growth	HYBRID	Very High	14.08%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Growth	HYBRID	Very High	12.21%
Nippon India Equity Hybrid Fund - Growth	HYBRID	Very High	11.36%

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Fund Managers

Mr. Santosh SinghFund Manager

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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