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Motilal Oswal Equity Hybrid Fund - Direct Plan

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).

Suitability

Long term capital appreciation by generating equity linked returns investment predominantly in equity and equity related instrument

Fund Info

Scheme Class	Hybrid
Scheme Category	Aggressive Allocation
Expense Ratio	0.91%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 418
AMC AUM (in Crs.)	₹ 19,090
Min Addition Subscription	₹ 500

Benchmark Type

CRISIL Hybrid 35+65 - Agg TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-15) days. No Exit load, if redeemed after 15 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	14.88%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	12.84%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	20.16%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	14.14%
Canara Robeco Equity Hybrid Fund - Direct Plan	0	1000	15.34%
Mirae Asset Aggressive Hybrid Fund - Direct Plan	1000	1000	15.01%
Nippon India Equity Hybrid Fund Segregated Portfolio 1 - Direct Plan	500	500	16.96%
HSBC Aggressive Hybrid Fund - Direct Plan	1000	1000	14.02%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	12.84%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	20.16%
Sundaram Aggressive Hybrid Fund - Direct Plan	1000	1000	15.2%
DSP Equity & Bond Fund - Direct Plan	1000	1000	18.3%

Top 10 Holdings

Company	Holding Type	Asset(%)
Star Health and Allied Insurance Co Ltd	Equity	7
ZF Commercial Vehicle Control Systems India Ltd	Equity	6
FSN E-Commerce Ventures Ltd	Equity	6
Samvardhana Motherson International Ltd	Equity	6
Dreamfolks Services Ltd	Equity	5
Avenue Supermarts Ltd	Equity	5
Religare Enterprises Ltd	Equity	5
KFin Technologies Ltd	Equity	4
L&T Technology Services Ltd	Equity	4
BSE Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	80
Bond - Corporate Bond	15
Cash - Commercial Paper	2
Cash	1
Cash - Repurchase Agreement	1

Sector Allocation(%)

Sector	Percent
Financial Services	28
Consumer Cyclical	18
Bond - Corporate Bond	15
Industrials	14
Technology	13

Fund Manager

Santosh Singh

0+ years of experience

Rakesh Shetty

1+ years of experience

Motilal Oswal Mutual Fund

AUM₹19,090 Cr

About

Motilal Oswal Asset Management Company Ltd. is the appointed Investment Manager to Motilal Oswal Mutual Fund. It was established on December 29th of 2009 and the AMC is registered with SEBI under SEBI (Portfolio Managers) Regulations. Motilal Oswal is one of the most trusted brands in the Indian financial industry and the asset management company provides an array of mutual fund schemes ranging from debt, equity and hybrid.##What makes Motilal Oswal stand out is its investment philosophy, whose aim is, Buy Right: Sit Tight. The AMC has certain primary objectives such as doing quality business and maintaining strong business ethics. They also target to increase the competitive advantage of the business.##They create long term goals and follow the strategy of - buy and hold, which is basically buying securities that they see have an upward potential in long run.

mfservice@motilaloswal.com

Phone

8108622222

Address

Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,, Mumbai - 400 025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m