Item: Motilal Oswal Equity Hybrid Fund Direct Growth
Rating: 2
Author: Morningstar

Home › Mutual Funds › Motilal Oswal Mutual Fund › Motilal Oswal Equity Hybrid Fund Direct Growth

17.229 (-0.512%)

NAV on June 01, 2023

Category Allocation:
Aggressive Allocation

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Limited Sensitivity
High Quality

Total Assets 395 cr

Turnover Ratio 50.00%

Expense Ratio 0.91%

Exit Load 1.00%if redeemed within
15 Days0.00%if redeemed after 15 Days

Returns

Min Investment 500

Buy Now Start SIP

Fund Manager Siddharth Bothra (Since over 4 years) Rakesh Shetty (Since 6 months)

ISIN INF247L01692

Fund Family Motilal Oswal

P/E Ratio 31.25

P/B Ratio 4.81

Launch Date September 14, 2018

Benchmark CRISIL Hybrid 35+65 - Agg TR INR

Avg. Maturity 0.95 years

Yield To Maturity (%) 7.68%

Financial 26.69%

Industrial 15.06%

Technology 13.78%

Basic Materials 8.97%

Consumer Cyclical 19.09%

Utilities Services 0.0%

Healthcare Services 7.26%

Energy Services 5.44%

Communication Services 0.00%

Consumer Defensive 3.72%

Real Estate 0.00%

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Equity & Debt Fund Direct Plan Growth		275.060	14.11%	22,145 cr	1.20%	Above Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
JM Equity Hybrid Fund (Direct) - Growth Option	83.505	19.47%	13 cr	1.38%	High
HDFC Hybrid Equity Fund Direct Growth Option	95.707	16.95%	19,439 cr	1.08%	Above Average
Edelweiss Aggressive Hybrid Direct Plan Growth Option	47.320	16.61%	539 cr	0.57%	Below Average
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option	89.283	16.15%	374 cr	1.78%	Average
Nippon India Equity Hybrid Fund - Direct Plan - Growth Option	81.039	15.49%	2,821 cr	1.29%	Average
PGIM India Hybrid Equity Fund Direct Plan Growth	113.750	15.42%	222 cr	0.72%	Average
Tata Hybrid Equity Fund Direct Plan Growth	366.208	15.35%	3,249 cr	1.06%	Average