One time Offer Get ET Money Genius at 80% OFF, at ₹249 ₹49 for the first 3 months.
close-calc
 
 

Get a free quote

Scan the QR Code to download the ET Money app
  • To scan the QR code you can use a QR code scanner app or your smartphone camera using Google lens.
  • After downloading the app, explore our products to help you live your choices.
ET Money one link
close
Sucess

Great! You have sucessfully subscribed for newsletters for investments

Subscribed email:

Motilal Oswal Equity Hybrid Fund Direct - Growth

NAV as of(Aug 11, 2023)

18.4 -0.14 % 1-D Change

13.39% p.a.

You get upto 1.51%extra returns

ET Money Rank

This fund has been live for less than 5 years, which is the minimum duration to qualify for ET Money ranking. We'll include it in the ranking as soon as it crosses 5 years.

Unlock access to fund report card by free sign-up

  • Know if the fund has given consistent return
  • Also know if the fund has sustained protection from volatility
  • Get exclusive fund review, early alerts, trends and much more!

ET Money's Fund Report Card - Motilal Oswal Equity Hybrid Fund

ET Money Rank

26

Out of 29

ranking
Performance Quality info

Poordrop-arrow

Generated returns consistently

1/5

Increased returns for each unit of additional risk info

2/5

Downside Protection info

Gooddrop-arrow

Controlled losses during market corrections

2/5

Delivered returns without frequent ups and downs

4/5

Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

This fund vs
Show performance of:

Scheme Details

VRO Rating2
Expense ratio0.91% As on Apr 30, 2023
Exit Load1.0%info
AUM (Fund Size) 418 Crs
Lock-inNo Lockin
Age4 yrs 11 m Since Aug 24, 2018
BenchmarkCRISIL Hybrid 35+65 Aggressive
Min. Investment

SIP 500 &

Lumpsum 500

About Motilal Oswal Equity Hybrid Fund

Motilal Oswal Equity Hybrid Fund Direct - Growth is a Aggressive Hybrid mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 4 yrs 11 m, having been launched on 24/08/2018. Motilal Oswal Equity Hybrid Fund Direct - Growth has ₹418 Crores worth of assets under management (AUM) as on 30/06/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.91%, which is close to what most other Aggressive Hybrid funds charge. Currently, the fund has a 77.26% allocation to equity and 20.17% to Debt.
  • Motilal Oswal Equity Hybrid Fund Direct - Growth returns of last 1-year are 13.87%. Since launch, it has delivered 13.22% average annual returns. The fund has doubled the money invested in it every 4 yrs.
  • Motilal Oswal Equity Hybrid Fund Direct - Growth scheme's ability to deliver returns consistently is lower than most funds of its category. Its ability to control losses in a falling market is below average.
  • The fund's equity portion is primarily invested in Financial, Services, Capital Goods, Healthcare, Insurance sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category.
  • The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
  • The fund's top 5 holdings are in HDFC Bank Ltd., Abbott India Ltd., Zomato Ltd., ABB India Ltd., ICICI Bank Ltd..
.....

Hidden risk is like a ticking bomb in your portfolio.

Control the damage before it's too late!

FREE Portfolio Health Check Available on ET Money app

Investment Returns Calculator

offor
Profit

You would have earned ₹ 1,001 more by investing in ET Money Direct Plan

Total valueProfit
This fund
Category Average
Bank FD
Gold

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Apr 30, 2023
Allocation by Market Cap

Large Cap 54.64%

Mid Cap 17.53%

Small Cap 5.09%

Other Cap -0%

Allocation by Sector

Financial 18.74%

Services 18.15%

Capital Goods 6.82%

Healthcare 5.83%

Top Debt Holdings

Rural Electrification Corpn. Ltd. 3.58%

Mahindra & Mahindra Financial Services Ltd. 3.56%

Muthoot Finance Ltd. 3.56%

Shriram Finance Ltd 3.56%

Allocation by Credit Quality

AAA 11.88%

AA+ 7.12%

Cash & Call Money 2.57%

A1+ 1.17%

Allocation by Instruments

Debenture 11.86%

Non Convertible Debenture 3.58%

Bonds 3.56%

Net Receivables 2.57%

Other Holdings

Others 2.57%

Comparison with aggressive hybrid Funds

as on Aug 14, 2023
Average
1.12%
1.39% p.a
This fund

Lowest
-0.87%

Highest
5.16%
Pick time period to see return
  • 1m
  • 3m
  • 6m
  • 1y
  • 3y
  • 5y

Trailing Returns and Ranks

as on Jun 02, 2023
PeriodTrailing returnsCategory average
1 month1.39%1.13%
3 months7.81%7.77%
6 months12.05%11.34%
1 year12.11%12.78%
3 years16.33%20.57%

Riskometer

Level of Risk in the Scheme

Very High

Investors understand that their principal will be at Very High risk

Motilal Oswal Equity Hybrid Fund

HYBRID AGGRESSIVE HYBRID

The scheme seeks to generate equity linked returns by investing in a combined portfolio of equity and equity related instruments, debt, money market instruments and units issued by Real Estate Investment Trust (REITs) and Infrastructure Investment Trust (InvITs).

  • Std. Dev : 9.9
  • Alpha : 0.09
  • Beta : 0.78
  • Sharpe : 1.16
  • Sortino : 2.24
  • Profile

    Rakesh Shetty

    Mr. Shetty has done B.Com

    Prior to joining Motilal Oswal Mutual Fund, 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.

  • Profile

    Santosh Singh

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

# SCHEMES

30

See all schemes

TOTAL AUM:

₹35,485 Crs

As on Jun 30, 2023

  • Phone: 022-39804238 / 1800-200-6626
  • Address: Motilal Oswal Towers - 10th Floor,
    Rahimtullah Sayani Road,
    Opposite Parel ST Depot, Prabhadevi,
    Mumbai, 400025

Compare with similar Funds

Hide comparison
0

Frequently Asked questions

Identifying a top performing fund that consistently creates wealth can be a challenging task due to the dynamic nature of the market. Top funds often change frequently, sometimes even on a daily basis.

However, with ET Money's fund report card, it is now possible to find a fund that consistently ranks at the top and generates wealth over a long period of time. This valuable resource makes it easier to navigate the complex and constantly changing world of financial markets.

At ET Money, we have developed a smart ranking system for funds based on their consistency. We believe that consistently performing at the top of a category is more important than just occasionally ranking highly. To evaluate the consistency of a fund, we have identified two key parameters: "consistency of returns" and "protection from volatility." We assess these parameters by analyzing the strong performance and low volatility of a fund over a prolonged period of time. To arrive at a rating for these parameters, we carefully consider the track record of a fund in terms of both performance and volatility.

In our ranking methodology, we prioritize funds that consistently perform well over those that fluctuate in their performance. To ensure stability in our rankings, we analyzed data for a minimum of five years, rather than just a year or two. We also placed a greater emphasis on recent performance, as it tends to have a greater impact on momentum. This allows us to capture the full potential of recent momentum in our rankings.

How are the returns of Motilal Oswal Equity Hybrid Fund ?

The Motilal Oswal Equity Hybrid Fund is a 4 yrs 11 m old fund and has delivered average annual returns of 13.39% since inception.

Motilal Oswal Equity Hybrid Fund Returns

1-Year3-YearSince Inception
12.11%16.33%13.39%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Motilal Oswal Equity Hybrid Fund for Aug 11, 2023 is 18.4.

Motilal Oswal Equity Hybrid Fund has an ET Money Rank of # 26 of 29 and a consistency rating of 1.

This indicates the fund has not generated great returns and even those are not very consistent. You might want to look at other funds in its category.

On ET Money, Investing in Motilal Oswal Equity Hybrid Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Motilal Oswal Equity Hybrid Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Motilal Oswal Equity Hybrid Fund is 0.91%. .

Redeeming your investments in Motilal Oswal Equity Hybrid Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Motilal Oswal Equity Hybrid Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Motilal Oswal Equity Hybrid Fund is ₹418 Crs.

The Motilal Oswal Equity Hybrid Fund's equity portion has been invested in the stocks of the following companies

CompanyPercentage of Portfolio
HDFC Bank Ltd.6.64%
Abbott India Ltd.5.83%
Zomato Ltd.5.54%
ABB India Ltd.4.71%
ICICI Bank Ltd.4.52%
Reliance Industries Ltd.4.36%
Avenue Supermarts Ltd.4.32%
Vedant Fashions Ltd.3.61%
KFin Technologies Ltd.3.49%
Pidilite Industries Ltd.2.66%

The Motilal Oswal Equity Hybrid Fund's equity portion is primarily invested in the following sectors -

SectorPercentage of Portfolio
Financial18.74%
Services18.15%
Capital Goods6.82%
Healthcare5.83%
Insurance4.7%
Unclassified4.36%
Technology4.09%
Chemicals3.94%
Materials2.54%
Automobile2.5%

The credit rating of the instruments in which the fund invests represents the quality of the borrower.

The Motilal Oswal Equity Hybrid Fund's debt portion's allocation by credit quality is given below
Credit QualityPercentage of Portfolio
AAA11.88%
AA+7.12%
Cash & Call Money2.57%

The top 3 debt holdings of Motilal Oswal Equity Hybrid Fund are as follows

Holding NamePercentage of Portfolio
Rural Electrification Corpn. Ltd.3.58%
Mahindra & Mahindra Financial Services Ltd.3.56%
Muthoot Finance Ltd.3.56%