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Motilal Oswal Equity Hybrid Fund Direct Growth
Balanced
Balanced
Very High Risk
+11.80%
3Y annualised
+0.94% 1D
NAV: 19 Jan '24
₹19.83
Min. SIP amount
Not Supported
Fund size
₹417.89 Cr
Expense ratio
0.91%
Holdings (28)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Star Health and Allied Insurance Company Ltd. | Insurance | Equity | 6.71% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 6.18% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 5.78% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 5.63% |
| Dreamfolks Services Ltd. | Services | Equity | 5.40% |
| Avenue Supermarts Ltd. | Services | Equity | 4.69% |
| Religare Enterprises Ltd. | Financial | Equity | 4.56% |
| KFin Technologies Ltd. | Financial | Equity | 4.36% |
| L&T Technology Services Ltd. | Technology | Equity | 4.15% |
| BSE Ltd. | Financial | Equity | 3.72% |
| Shriram Finance Ltd | Financial | Bonds | 3.58% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Debenture | 3.58% |
| Indian Oil Corporation Ltd. | Energy | Debenture | 3.57% |
| Muthoot Finance Ltd. | Financial | Debenture | 3.53% |
| ICICI Bank Ltd. | Financial | Equity | 3.32% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.03% |
| Infosys Ltd. | Technology | Equity | 3.01% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 2.98% |
| Piramal Enterprises Ltd. | Healthcare | Equity | 2.90% |
| ABB India Ltd. | Capital Goods | Equity | 2.85% |
| REC Ltd. | Financial | CP | 2.36% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 2.29% |
| Fino Payments Bank Ltd. | Financial | Equity | 2.15% |
| HDFC Bank Ltd. | Financial | Equity | 2.05% |
| One97 Communications Ltd. | Services | Equity | 1.98% |
| Bharti Airtel Ltd. | Communication | Equity | 1.65% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 1.19% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.81% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +19.5% | +11.8% | +14.8% | +13.7% |
| Category average (Balanced Balanced) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Balanced Balanced) | 38 | 37 | 19 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1% if redeemed within 15 days
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
About Motilal Oswal Equity Hybrid Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Direct Growth is a Balanced Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. The fund currently has an Asset Under Management(AUM) of ₹1,37,515 Cr and the Latest NAV as of 19 Jan 2024 is ₹19.83.
The Motilal Oswal Equity Hybrid Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1% if redeemed within 15 days
;
Investment Objective
The scheme seeks 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).
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Fund house
Rank (total assets)#19 in India
Total AUM₹1,37,514.94 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,