Motilal Oswal Equity Hybrid Fund Regular Growth+0.36%

3Groww
18.62%
1 Year Return
Balanced
Balanced
3.0 star
6M
1Y
All

Fund Details

Motilal Oswal Equity Hybrid Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.47%
NAV11.27 (18 Oct 2019)
Fund Started14 Sep 2018
Fund Size270 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Equity Hybrid Fund Regular Growth
18.6%
NA
NA
11.6%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
1
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 18.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Tata Consultancy Services Ltd.TechnologyEquity7.5%
    ICICI Bank Ltd.FinancialEquity7.1%
    HDFC Bank Ltd.FinancialEquity6.7%
    Kotak Mahindra Bank Ltd.FinancialEquity5.7%
    Abbott India Ltd.HealthcareEquity5.2%
    Larsen & Toubro Ltd.ConstructionEquity4.8%
    Avenue Supermarts Ltd.ServicesEquity4.2%
    Housing Development Finance Corpn. Ltd.FinancialDebenture3.7%
    Container Corpn. Of India Ltd.ServicesEquity3.2%
    ABB Ltd.EngineeringEquity3.0%
    See All

    Fund Managers

    addAkash Singhania
    addSiddharth Bothra
    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
    Mr Siddharth Bothra has a rich experience of more than 13 years in the field of research and investments. Prior to joining Motilal Oswal AMC hehad 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.
    Funds Managed

    Other Details

    Motilal Oswal Equity Hybrid Fund Regular Growth is a Balanced Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was introduced to investors on 14 Sep 2018. Abhiroop Mukherjee, Akash Singhania, Siddharth Bothra is the Current Fund Manager of Motilal Oswal Equity Hybrid Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹270 Cr and the Latest NAV as of 18 Oct 2019 is ₹11.27.

    The Motilal Oswal Equity Hybrid Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 15 days.

    Investment Objective

    The investment objective is 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).However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

    Tax Implications

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 15 days
    Exit Load

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    About Motilal Oswal Mutual Fund

    Address
    Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
    Phone
    022-39804263
    Launch Date
    28 Dec 2009
    Motilal Oswal Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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