Motilal Oswal
Equity Hybrid Fund

The investment objective is 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).
However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Investment Horizon: Medium to Long Term

For Whom: Investors who like to invest with a Long-term wealth creation view.

Allocations :

> Minimum 65%: Equity and Equity related instruments.

> Maximum 35%: Debt instruments, Money Market Instruments, G-Secs, Cash and Cash at call, etc.

> Maximum 10%: Units issued by REITs and InvITs

Top 10 Holdings
Scrip Name Weightage (%)
HDFC Bank Limited 6.85
HDFC Life Insurance Company Limited 5.59
Kotak Mahindra Bank Limited 4.57
Axis Bank Limited 4.10
Larsen & Toubro Limited 4.06
ICICI Bank Limited 4.00
Abbott India Limited 3.48
ICICI Lombard General Insurance Company Limited 3.38
Tata Consultancy Services Limited 3.21
Maruti Suzuki India Limited 3.07

(Data as on 30-Apr-2019)

  • Banks(19.52%)
  • Finance(11.63%)
  • Construction Project (4.06%)
  • Pharmaceuticals (7.69%)
  • Software (7.96%)
  • Auto (5.68%)
  • Industrial Capital Good (1.94%)
  • Consumer Durables (1.94%)
  • Consumer Non Durables(1.82%)
  • Transportation (3.49%)
  • Auto Ancillaries(1.71%)
  • Petroleum Products (1.50%)
  • Textile Products (1.14%)
  • Services (0.77%)
  • CRISIL AAA (9.95%)
  • Sovereign (14.27%)
  • Cash & Equivalent(4.92%)

Industry Classification as recommended by AMFI

Name of the Scheme

Riskometer

Investors understand that their principal will be at
moderately high risk

Motilal Oswal Hybrid Fund (MOFEH)An open ended hybrid scheme investing predominantly in equity and equity related instruments
This product is suitable for investors who are seeking*
● Long term capital appreciation by generating equity linked returns
● Investment predominantly in equity and equity related instrument

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.