Motilal Oswal Equity Hybrid Fund Direct Growth - NAV : 18.6753
NAV (as on 2023-09-22)18.6753(-0.01%)
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 ...
Read More
Portfolio Turnover Ratio
0.8
Latest AUM
₹ 419.955 Crs (as on: 31-8-2023)
Total Expense Ratio
0.91% 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 (Data as on 31st August 2023)
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...
Read More
Type of Scheme
An open ended hybrid scheme investingpredominantly in equity and equity related instruments
Methodology of calculating sale price
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 instrument
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
Santosh Singh
Mr. Santosh Singh has completed his CA from ICAI and CFA from CFA Institute. Mr.Singh has an overall experience of 15 years. Mr. Singh was associated with Haitong International Securities Ltd. as Head of Research and Lead Analyst from 2015 to 2018 (years), where he was responsible for Research product and overall Research strategy. He was also associated with SG Asia Holdings as analyst from 2014 to 2015 years and also with Espirito Santo Securities as Lead analyst from 2007 to 2014 and so on. Mr. Singh was ranked No.1 analyst in India in the Asia money polls for insurance sector continuously for three years from 2015 to 2017.
Other funds managed by him
- Motilal Oswal Balance Advantage Fund
- Motilal Oswal Multi Asset Fund
- Motilal Oswal Focused Fund
Scroll to top
- Tap to call +91-22 40548002/8108622222
- Write to us amc@motilaloswal.com
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc), you need not undergo the same process again when you approach another intermediary