Motilal Oswal Equity Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
14.30%
3Y annualised
+0.11% 1D
1M
6M
1Y
3Y
All
NAV: 07 Oct 2022₹16.49
Min. SIP amount₹500
Rating3
Fund size₹416.87Cr

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
6M1Y3YAll
Fund returnsNA0.4%14.3%13.1%
Category averageNA0.4%14.7%NA
Rank with in categoryNA2733NA
Understand terms

Holdings (37)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills11.9%
HDFC Bank Ltd.FinancialEquity7.1%
ICICI Bank Ltd.FinancialEquity5.5%
Reliance Industries Ltd.EnergyEquity4.6%
ABB India Ltd.Capital GoodsEquity4.3%
Infosys Ltd.TechnologyEquity3.6%
REC Ltd.FinancialNCD3.6%
Shriram Transport Finance Company Ltd.FinancialBonds3.5%
Kotak Mahindra Bank Ltd.FinancialEquity3.4%
Avenue Supermarts Ltd.ServicesEquity3.1%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Cons

Lower expense ratio: 0.91%
3Y annualised returns lower than category average by 0.82%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
1Y annualised returns higher than category average by 0.47%

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

Abhiroop Mukherjee
Aug 2018 - Present
View details

Education
Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience
Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
Also manages these schemes

Siddharth Bothra
Aug 2018 - Present
View details

Education
Mr. Bothra 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.
Experience
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 ltd. 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. Mr. Bothra has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.
Also manages these schemes

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
Website
NA
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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