Motilal Oswal Equity Hybrid Fund Direct Growth
Very High Risk
Hybrid
3 Star
NAV as of Jan 18, 2024
₹19.65
0.03%1D Change
3Y returns
+40.26% ↑
Very High Risk
Hybrid
3 Star
NAV as of Jan 18, 2024
₹19.65
0.03%1D Change
3Y returns
+40.26% ↑
Motilal Oswal Equity Hybrid Fund Direct Growth
Very High Risk|Hybrid|3 Star
NAV as of Jan 18, 2024
₹19.65
0.03%1D
3Y returns
+40.26% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating3 Star
- Expense ratio0.91%
- Exit Load1% within 15 days
- AUM (Fund size)₹417.89 Crore
- Lock-in periodNo Lock-in
- Age7 yrs since Sep 14, 2018
- Min. investmentSIP ₹500 & Lump. ₹500
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Star Health and Allied Insurance Co Ltd | 6.71% |
| ZF Commercial Vehicle Control Systems India Ltd | 6.18% |
| FSN E-Commerce Ventures Ltd | 5.78% |
| Samvardhana Motherson International Ltd | 5.63% |
| Dreamfolks Services Ltd | 5.4% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| HSBC Aggressive Hybrid Fu... | ₹ 5,459 Cr | ₹59.41 | -0.45% | Very High |
| Mirae Asset Aggressive Hy... | ₹ 9,530 Cr | ₹36.28 | 0.02% | Very High |
| Kotak Aggressive Hybrid D... | ₹ 8,653 Cr | ₹69.17 | -0.12% | Very High |
| ICICI Prudential Equity &... | ₹ 50,205 Cr | ₹423.39 | -0.03% | Very High |
NAV History - Motilal Oswal Equity Hybrid Fund - Direct Plan - Growth
FUND | Motilal Oswal Equity Hybrid Fund - Direct Plan - Growth |
|---|---|
| NAV (Jan 18, 2024) | ₹19.65 |
| Class | Hybrid | Aggressive |
| Inception Date | Sep 14, 2018 |
| Fund Manager | Santosh Singh, Rakesh Shetty |
FUND | Motilal Oswal Equity Hybrid Fund - Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹500 |
| Exit Load | 1% within 15 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Motilal Oswal Equity... | -0.94% | 1.22% | 5.78% | 8.09% | 18.37% | 11.88% |
Frequently Asked Questions
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About Motilal Oswal Asset Management Co. Ltd
Motilal Oswal Mutual Fund is a part of Motilal Oswal Financial Services Limited (MOFSL) and was established in 2009. It is one of the premier asset management companies in India. It counts Motilal Oswal Securities Limited as the sponsor and Motilal Oswal Trustee Company Limited as the trustee.
Motilal Oswal Asset Management Co. Ltd Details
- No. of schemes82
- Total AUM₹25,763.16 Crore
- AddressMotilal Oswal Asset Management Company Limited, Motilal Oswal Tower, Mumbai, Maharashtra, 400 025
- Phone+91 22 39804263
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹64,004
Min investment of ₹500 required