Motilal Oswal Equity Hybrid Fund Add to compare
13.6338
-0.1279
(-0.93%)
1 day change as on 15 Jan 2021
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.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 368.35
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Day to 15 Day; Exit Load is 1% 500
Launch Date Fund Manager Last Dividend
14-09-2018 Abhiroop Mukherjee,Akash Singhania,Siddharth Bothra 0.00
Benchmark Email / Website Bonus
CRISIL Hybrid 35+65 - Aggressive Index* mfservice@motilaloswal.com / www.motilaloswal.com/assetmanagement
AMC Name
Motilal Oswal Asset Management Company Limited
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Motilal Oswal Equity Hybrid Fund 390.86 5.47 15.92 24.80 17.83 -- -- 14.64
Quant Mid Cap Fund 26.13 10.00 30.28 47.16 45.17 12.23 13.34 11.22
Quant Absolute Fund 9.35 11.02 26.25 45.67 41.96 13.72 15.28 16.4
JM Equity Hybrid Fund 6.60 7.39 22.26 29.83 36.01 8.09 10.04 11.62
BOI AXA Mid & Small Cap Equity & Debt Fund 316.71 6.57 17.28 38.51 32.09 2.00 -- 11.37
Edelweiss Balanced Advantage Fund 2220.79 5.29 15.10 24.05 25.41 11.21 11.68 10.5
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 7.08
5.75 Tamil Nadu SDL May 27 2025 Sovereign 6.49
Treasury Bill (364D) Sovereign 6.31
Housing Development Finance Corporation Ltd. Financial Services 6.23
Kotak Mahindra Bank Ltd. Financial Services 6.03
 
Company Name Sector Name Asset %
Tata Consultancy Services Ltd. IT 5.17
ICICI Bank Ltd. Financial Services 5.06
Infosys Ltd. IT 4.88
CBLO(CCIL) Current Assets 4.08
HDFC Life Insurance Co. Ltd. Financial Services 3.6
AUM Movement
Asset Allocation