Motilal Oswal Equity Hybrid Fund Direct Growth - NAV : 15.9909
NAV (as on 2023-03-24)15.9909(-0.59%)
Risk: Very High
Category: Smart Savings
Raamdeo Agrawal
(Chairman, Motilal Oswal AMC)
A message from the fund manager/concerned person can go here.
Why Invest in this fund?
Investment Horizon
2+ years
For Whom
- Investors who want to invest in a mix of equity and debt securities
- Investors who want to lesser volatility than pure equity funds
Allocations
Invests between 65% and 80% of total assets in equity and its related securities; should invest between 20% and 35% of total assets in debt securities
Number of Stocks
NAOverview
Fund Name
Motilal Oswal Equity Hybrid Fund
Investment Objective
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 ...
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Portfolio Turnover Ratio
0.9
Latest AUM
₹ 385.364 Crs (as on: 28-2-2023)
Total Expense Ratio
0.94% p.a.
Date of Allotment
14-9-2018
Benchmark
CRISIL Hybrid 35+65 - Aggressive IndexPerformance
would have become ₹ 10000.00
Periodic Returns
Current Value for an investment of Rs10,000
1 Year
3 Year
Since Inception
Date of inception: 14-Sept-18. Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure. Mr. Siddharth Bothra is the Fund Manager for equity component since inception of the fund; and Mr. Rakesh Shetty is the Fund Manager for debt component since 22-Nov-2022
Portfolio
Industry Classification
Top 10 holding
Scheme Details
Entry Load
Nil
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. A switch-out or a withdrawal shall also be subjected to the Exit Load like any Redemption. No Exit Load applies for switch between Mot...
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Type of Scheme
An open ended hybrid scheme investingpredominantly in equity and equity related instruments
Methodology
Methodology of calculating sale price: The price or NAV, aninvestor is charged while investing in an open-ended scheme is called sale orsubscription price. Pursuant to SEBI Circular dated June 30, 2009, no entryload will be charged by the scheme to the in...
Read MoreProduct Labeling
- 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 instrumen
Scheme Riskometer
Investors understand that their principal will be at Very High riskBenchmark Riskometer
CRISIL Hybrid 35+65 - Aggressive IndexInvestors understand that their principal will be at Very High risk
Fund Manager
Rakesh Shetty
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.
Other funds managed by him
- Motilal Oswal Ultra Short Term Fund
- Motilal Oswal Liquid Fund
- Motilal Oswal 5 Year G-Sec Fund Of Fund
- Motilal Oswal Focused Fund
- Motilal Oswal Midcap Fund
- Motilal Oswal Flexi Cap Fund
- Motilal Oswal Large and Midcap Fund
- Motilal Oswal Long Term Equity Fund
- Motilal Oswal Balance Advantage Fund
- Motilal Oswal Multi Asset Fund
- Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive
- Motilal Oswal Asset Allocation Passive Fund of Fund Conservative
- Motilal Oswal MSCI EAFE Top 100 Select Index Fund
- Motilal Oswal Nifty 200 Momentum 30 Index Fund
- Motilal Oswal S&P BSE Low Volatility Index Fund
- Motilal Oswal Nifty 5 YR Benchmark G Sec ETF
- Motilal Oswal S&P BSE Quality ETF
- Motilal Oswal NASDAQ Q 50 ETF
- Motilal Oswal NIFTY 200 Momentum 30 ETF
- Motilal Oswal S&P BSE Low Volatility ETF
- Motilal Oswal Nasdaq 100 Fund of Fund
- Motilal Oswal S&P 500 Index Fund
- Motilal Oswal S&P BSE Quality Index Fund
- Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund
- Motilal Oswal S&P BSE Enhanced Value Index Fund
- Motilal Oswal S&P BSE Enhanced Value ETF
- Motilal Oswal S&P BSE Healthcare ETF
- Motilal Oswal Gold and Silver ETFs Fund of Funds
- Motilal Oswal Nifty G-sec May 2029 Index Fund
Siddharth Bothra
Mr Siddharth Bothra has a rich experience of more than 17 years in the field of research and investments. Prior to joining Motilal Oswal AMC he had an extensive stint with Motilal Oswal Securities Ltd as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities Mr Bothra won various recognition such as: ZEE Business TV - India’s Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate.He has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.He has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York.
Other funds managed by him
- Motilal Oswal Focused Fund
- Motilal Oswal Flexi Cap Fund
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