FAQ : Motilal Oswal Equity Hybrid Fund - Growth - Direct Plan

Motilal Oswal Equity Hybrid Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 15.03 11.73 14.02 N/A
Average Rolling Returns(%) 15.28 15.28 14.20 N/A

The Current NAV of Motilal Oswal Equity Hybrid Fund - Growth - Direct Plan is ₹19.83.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark CRISIL Hybrid 35+65 - Aggressive Index returns, as Funds portfolio is significantly different.

Motilal Oswal Equity Hybrid Fund - Growth - Direct Plan fund’s expense ratio is 0.91%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Motilal Oswal Equity Hybrid Fund - Growth - Direct Plan is currently ₹418 Crores.

The Top three stocks are Star Health and Allied, ZF Comm Vehic Contr and FSN E-Commerce and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 30% and 51% of fund’s portfolio respectively.

Top three sectors of Motilal Oswal Equity Hybrid Fund - Growth - Direct Plan fund are BFSI, Others and IT accounting for 59% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Aggressive Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Motilal Oswal Equity Hybrid Fund - Growth - Direct Plan Fund is Hybrid - Aggressive Hybrid Fund.

Siddharth Bothra and Rakesh Shetty manage the Motilal Oswal Equity Hybrid Fund - Growth - Direct Plan Fund.

Motilal Oswal Equity Hybrid Fund - Growth - Direct Plan current PE ratio is 44.83 and PB ratio is 10.05

The asset allocation of Motilal Oswal Equity Hybrid Fund - Growth - Direct Plan is Stocks : 80.20%, Debt : 19.82% and Gold : 0%

The minimum SIP amount for Motilal Oswal Equity Hybrid Fund - Growth - Direct Plan is N/A and minimum lumpsum is ₹5000.00

The exit load for Motilal Oswal Equity Hybrid Fund - Growth - Direct Plan is 1% on or before 15 days, Nil after 15 days

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.