Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025.
Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.
 
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Motilal Oswal Dynamic Fund (Div-A) - 11.5537Motilal Oswal Dynamic Fund (Div-Q) - 11.4868Motilal Oswal Dynamic Fund (G) - 11.9707Motilal Oswal Dynamic Fund-Dir (Div-A) - 11.8492Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.7407Motilal Oswal Dynamic Fund-Dir (G) - 12.2389Motilal Oswal Equity Hybrid Fund - Direct (G) - 9.8874Motilal Oswal Equity Hybrid Fund - Regular (G) - 9.8842Motilal Oswal Focused 25 Fund - Direct (D) - 17.3833Motilal Oswal Focused 25 Fund - Direct (G) - 22.9295Motilal Oswal Focused 25 Fund (D) - 15.9053Motilal Oswal Focused 25 Fund (G) - 21.2609Motilal Oswal Long Term Equity Fund (D) - 15.588Motilal Oswal Long Term Equity Fund (G) - 17.2516Motilal Oswal Long Term Equity Fund -Dir (D) - 16.4578Motilal Oswal Long Term Equity Fund -Dir (G) - 18.1407Motilal Oswal Midcap 30 Fund (D) - 20.1349Motilal Oswal Midcap 30 Fund (G) - 25.3359Motilal Oswal Midcap 30 Fund-Dir (D) - 21.5102Motilal Oswal Midcap 30 Fund-Dir (G) - 26.8439Motilal Oswal Multicap 35 Fund (D) - 23.5311Motilal Oswal Multicap 35 Fund (G) - 25.5908Motilal Oswal Multicap 35 Fund-Dir(D) - 24.6338Motilal Oswal Multicap 35 Fund-Dir(G) - 26.7045Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.8291Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.8476Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.8363Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.9777Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.8401Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.9272Motilal Oswal Ultra Short Term Fund (Div-D) - 9.8378Motilal Oswal Ultra Short Term Fund (Div-F) - 9.8445Motilal Oswal Ultra Short Term Fund (Div-M) - 9.8347Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.9777Motilal Oswal Ultra Short Term Fund (Div-W) - 9.8384Motilal Oswal Ultra Short Term Fund (G) - 13.545

Motilal Oswal Equity Hybrid Fund

Products Equity Funds Motilal Oswal Equity Hybrid Fund
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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 Trust (InvITs).

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

PERFORMANCE AND NAV (NET ASSET VALUE)
Returns for “MOTILAL OSWAL EQUITY HYBRID FUND” are not provided because the scheme has not completed 1 year
Returns Froms :
Invested :
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This Scheme
Portfolio Construct

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
Scheme Details

Type of Scheme : An open ended hybrid scheme investing predominantly in equity and equity related instruments

Benchmark : CRISIL Hybrid 35 + 65 – Aggressive Index

Methodology and illustration of sale and repurchase price of units

 

a) Methodology of calculating sale price: The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to SEBI Circular dated June 30, 2009, no entry load will be charged by the scheme to the investors. Therefore, sale or subscription price = Applicable NAV (for respective plan and option of the scheme)

Example: An investor invests Rs. 10,000/- and the current NAV is Rs. 10/- then the purchase price will be Rs. 10/- and the investor receives 10,000/10 = 1000 units


b) Methodology of calculating repurchase price of units: Repurchase or redemption price is the price or NAV at which an open-ended scheme purchases or redeems its units from the investors. It may include exit load, if applicable. The exit load, if any, shall be charged as a percentage of Net Assets Value (NAV) i.e. applicable load as a percentage of NAV will be deducted from the "Applicable NAV" to calculate the repurchase price. Therefore, repurchase or redemption price = Applicable NAV * (1- Exit Load, if any)

Example: If the applicable NAV is Rs. 10 and a 2% exit load is charged, the redemption price per unit will be calculated as follows: = Rs. 10 * (1-0.02) = Rs. 10 * (0.98) = Rs. 9.80

Fund Manager: Mr. Siddharth Bothra (For Equity Component)

      Mr. Abhiroop Mukherjee (For Debt Component)

Associate Fund Manager : Mr Akash Singhania  (For Equity Component)

About Fund Manager :

Mr. 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 a 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 is also the fund manager for Motilal Oswal Focused 25 Fund.

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.

Mr. Abhiroop Mukherjee – He is B.com (H), MBA with 10 years of experience in Trading Fixed Income Securities viz. G-sec, T-bills, Corporate Bonds CP, CD etc. He has earlier worked with PNB GILTS LTD. as a WDM Dealer for the period 2007-2011


Other Funds Managed by Mr. Abhiroop Mukherjee: He is the Fund manager for the debt component of Motilal Oswal Midcap 30 Fund, Motilal Oswal Multicap 35 Fund and Motilal Oswal Long Term Equity Fund


About Associate Fund Manager :

Mr. Akash Singhania:  Akash has an overall 13 years of experience and more than 11 years of experience in Fund management. He is the Fund Manager of the Scheme, Motilal Oswal Midcap 30 Fund. Prior to joining MOAMC, he was associated with DHFL Pramerica AMC as Deputy CIO Equities, Deutsche AMC - DWS Mutual Fund as Head of Equities & ICICI Prudential AMC as Senior Analyst –PMS. In addition, he also held important roles in organizations like Ernst& Young, KPMG and PWC in his formative years. Mr. Singhania has completed his PGDM (MBA) Finance & Marketing from IIM Lucknow, Chartered Accountancy in Accounting & Auditing from ICAI in 2001 & he is a qualified Company Secretary - Corporate Laws & Taxation from ICSI -2001. He is also the Fund Manager for Motilal Oswal Midcap 30 Fund.


Continuous and Systematic Investment Plan

Minimum Application Amount: Rs. 500/- and in multiples of Re. 1/- thereafter.

Additional Application Amount: Rs. 500/- and in multiples of Re. 1/- thereafter.

Systematic Investment Plan (SIP): Minimum installment amount - Rs. 500/-(weekly/ fortnightly/monthly), Rs. 1,500/- (quarterly) and Rs. 6,000/- (annually) in multiples of Re. 1/- thereafter with a minimum of 12 installments for weekly /fortnightly/monthly frequency and minimum 4 installments for quarterly frequency. The dates for Auto Debit Facility shall be on the 1st, 7th,14th, 21st or 28th of every month.

Minimum Redemption Amount: Rs. 500/- and in multiples of Re. 1/- thereafter or account balance, whichever is lower

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    Industry Classification as recommended by AMFI

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