Motilal Oswal Equity Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
16.83%
3Y annualised
+0.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Sep 2023₹18.62
Min. SIP amount₹500
Rating2
Fund size₹419.95Cr

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 returns15.9%16.8%13.7%13.1%
Category average16.4%19.2%12.2%NA
Rank with in category232712NA
Understand terms

Holdings (34)

NameSectorInstrumentAssets
ServicesEquity5.2%
FinancialEquity5.0%
Capital GoodsEquity4.5%
FinancialEquity4.3%
ServicesEquity4.3%
HealthcareEquity4.2%
EnergyEquity4.1%
FinancialEquity4.0%
InsuranceEquity3.8%
FinancialEquity3.7%
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
Low rating: 2
5Y annualised returns higher than category average by 1.45%

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

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, 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.
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
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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