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Motilal Oswal Equity Hybrid Fund - Direct Plan Unrated

Value Research
0.08%
Change from previous, NAV as on Dec 05, 2019
Category: Hybrid: Aggressive Hybrid
Assets: R 280 crore (As on Oct 31, 2019)
Expense: 0.79% (As on Oct 31, 2019)
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Basic Details
Fund House: Motilal Oswal Mutual Fund
Launch Date: Sep 14, 2018
Benchmark: CRISIL Hybrid 35+65 Aggressive
Riskometer: Moderately High
Risk Grade: -
Return Grade: -
Turnover: 67%
Type: Open-ended
Investment Details
Return since Launch: 12.77%
Minimum Investment (R) 500
Minimum Addl Investment (R) 500
Minimum SIP Investment (R) 500
Minimum No of Cheques 12
Minimum Withdrawal (R) 500
Minimum Balance (R) 1
Exit Load (%) 1% for redemption within 15 days
Performance
  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 15.25 -0.42 10.87 15.39 - - -
VR Balanced TRI 11.50 0.80 9.45 11.69 - - -
Category 8.41 0.65 8.67 9.13 - - -
Rank within Category 2 41 3 3 - - -
Number of funds in category 39 43 43 38 31 25 0
As on Dec 04, 2019
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
Motilal Oswal Equity Hybrid Fund - Direct Plan Unrated Sep-2018 15.39 - - 0.79 280
Canara Robeco Equity Hybrid Fund - Direct Plan Jan-2013 12.61 13.10 10.11 0.90 2,607
HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan Feb-2016 8.69 12.42 - 1.33 349
Mirae Asset Hybrid Equity Fund - Direct Plan Jul-2015 13.06 15.01 - 0.32 2,808
Principal Hybrid Equity Fund - Direct Plan Jan-2013 4.02 12.27 10.02 0.82 1,578
Portfolio
  Value Research Equity Fund Style
 
  Value Research Debt Fund Style
 
Top Equity Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  HDFC Life Insurance Financial 86.53 9.56 3.42 8.39
  Tata Consultancy Services Technology 24.57 7.80 2.89 7.80
  ICICI Bank Financial 66.45 7.10 0.00 6.93
  HDFC Bank Financial 29.16 7.00 4.37 6.48
  Container Corp. Services 64.90 5.80 1.63 5.80
  Avenue Supermarts Services 101.25 5.56 0.00 5.56
  Abbott India Healthcare 51.68 5.22 2.84 5.04
  Kotak Mahindra Bank Financial 38.34 5.69 3.18 4.92
  Larsen & Toubro Construction 19.31 4.77 2.25 4.60
  Maruti Suzuki India Automobile 34.81 4.07 2.61 2.92
Top Debt Holdings
  Company Instrument Credit Rating 1Y Range % Assets
  Reserve Bank of India 364-D 09/04/2020 Treasury Bills SOV 0.00 - 14.32 13.18
  7.8% HDFC 2019 Debenture AAA 0.00 - 4.03 3.58
  Britannia Inds. 2022 Non Convertible Debenture AAA 0.00 - 0.02 0.02
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Oct 31, 2019
News and Analysis
Contact Information

AMC: Motilal Oswal Asset Management Company Ltd.

Address: Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025 | Phone: 022-39804238 / 1800-200-6626

Email: [email protected]

Website: www.motilaloswalmf.com



Registrar & Transfer Agent: Karvy Fintech Pvt Ltd.

Address: Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Hyderabad - 500034 | Phone: 040-23312454

Email: [email protected]

Website: www.karvymfs.com

Related Funds 1-Year
Return
SBI Equity Hybrid Fund - Direct Plan
15.31%
DSP Equity & Bond Fund - Direct Plan
15.10%
Mirae Asset Hybrid Equity Fund - Direct Plan
13.06%
Canara Robeco Equity Hybrid Fund - Direct Plan
12.61%
Sundaram Equity Hybrid Fund - Direct Plan
12.37%
ICICI Prudential Equity & Debt Fund - Direct Plan
9.84%
HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan
8.69%
HDFC Children's Gift Fund - Direct Plan
8.54%
HDFC Hybrid Equity Fund - Direct Plan
8.24%
Principal Hybrid Equity Fund - Direct Plan
4.02%
As on Dec 04, 2019