Motilal Oswal Equity Hybrid Fund Add to compare
9.6967
0.5318
(5.8%)
1 day change as on 07 Apr 2020
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 307.11
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 320.19 -18.50 -20.11 -16.37 -10.91 -- -- -5.46
Edelweiss Balanced Advantage Fund 1428.54 -11.82 -11.56 -8.21 -8.35 2.15 2.54 7.5
Tata Balanced Advantage Fund 1061.76 -13.15 -15.10 -12.24 -10.12 -- -- -7.62
BNP Paribas Substantial Equity Hybrid Fund 405.27 -18.05 -19.10 -14.34 -10.83 -- -- 1.37
Canara Robeco Equity Hybrid Fund 2621.27 -17.89 -17.30 -12.38 -13.06 1.32 3.75 10.28
Axis Equity Hybrid Fund 1621.33 -20.30 -22.16 -18.72 -14.91 -- -- -8.47
Top 10 Holdings
Company Name Sector Name Asset %
Treasury Bill (364D) Sovereign 11.71
Avenue Supermarts Ltd. Consumer Goods 7.74
ICICI Bank Ltd. Financial Services 6.63
HDFC Bank Ltd. Financial Services 6
Container Corporation Of India Ltd. Services 5.7
 
Company Name Sector Name Asset %
Kotak Mahindra Bank Ltd. Financial Services 5.41
Tata Consultancy Services Ltd. IT 5.22
HDFC Life Insurance Co. Ltd. Financial Services 4.63
Abbott India Ltd. Pharma 3.97
Net Receivables/(Payable) Current Assets 3.77
AUM Movement
Asset Allocation