Motilal Oswal Equity Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
13.25%
3Y annualised
+0.15% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2023₹19.36
Min. SIP amount₹500
Rating3
Fund size₹403.56Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns12.7%13.3%14.1%13.5%
Category average13.7%16.2%13.0%NA
Rank with in category283315NA
Understand terms

Holdings (32)

NameSectorInstrumentAssets
InsuranceEquity5.5%
AutomobileEquity5.3%
FinancialEquity5.1%
Capital GoodsEquity4.4%
AutomobileEquity4.3%
ServicesEquity4.3%
FinancialEquity4.2%
FinancialBonds3.7%
FinancialDebenture3.7%
EnergyDebenture3.7%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Cons

Lower expense ratio: 0.91%
Consistently lower annualised returns than category average for the past 1Y and 3Y
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
5Y annualised returns higher than category average by 1.08%

Expense ratio, exit load and tax

Expense ratio: 0.91%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 15 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Rakesh Shetty
Nov 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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