Motilal Oswal Equity Hybrid Reg-G

Fund Category: Aggressive Hybrid

Fund Category Aggressive Hybrid

Very High Hybrid G

2 Morning Star

0 Value Research

NAV( 19 Jan 2024)

₹ 18.23

-%

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Motilal Oswal Equity Hybrid Reg-G

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Performance

-%3y Returns

0.93% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 500
Lock In

0
Expense ratio

2.42%
Exit load

1% Exit load of 1% if redeemed within 15 days

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 418 Cr
Plan

REGULAR
Launch date

24 Aug 2018
Fund type

OPEN
Fund benchmark

CRISIL Hybrid 35+65 Aggressive Index
ISIN

INF247L01684

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Jio Financial Services Limited	0.45%
Infosys Ltd	2.64%
ICICI Lombard General Insurance Company Ltd	2.41%
Shriram Finance Ltd SR K 06 OPT Bonds 21/02/2024	3.56%
Mahindra & Mahindra Financial Services Ltd SR AC2022 Debenture 5.98 22/02/2024	3.56%
Indian Oil Corporation Ltd SR XXII Debenture 5.84 19/04/2024	3.55%
National Bank For Agriculture & Rural Development SR 21F Debenture 5.44 05/02/2024	1.19%
Muthoot Finance Ltd SR 22A Debenture 7.75 30/09/2025	3.56%
REC Ltd SR 202B NCD 5.69 30/09/2023	3.58%
L&T Technology Services Ltd	1.45%
PI Industries Ltd	1.28%
Net Receivables	2.57%
Pidilite Industries Ltd	2.66%
Eicher Motors Ltd	1.66%
Ultratech Cement Ltd	2.54%
Hindustan Aeronautics Ltd	2.11%
KFin Technologies Ltd	3.49%
Kotak Mahindra Bank Ltd CD 06/12/2023	1.17%
Zomato Ltd	5.54%
Devyani International Ltd	0.93%
Fino Payments Bank Ltd	1.57%
One 97 Communications Ltd	1.83%
Avenue Supermarts Ltd	4.32%
Bharti Airtel Ltd	1.43%
Bosch Ltd	0.84%
Abbott India Ltd	5.83%
The Indian Hotels Company Ltd	1.92%
ICICI Bank Ltd	4.52%
Larsen & Toubro Ltd	2.31%
Reliance Industries Ltd	4.36%
HDFC Bank Ltd	6.64%
HDFC Life Insurance Co Ltd	2.29%
ABB India Ltd	4.71%
Kotak Mahindra Bank Ltd	2.07%
Metro Brands Ltd	1.86%
Vedant Fashions Ltd	3.61%

Sectors

Company	Allocation %
Others	2.57%
Automobile	2.50%
Construction	2.31%
Materials	2.54%
Financial	35.36%
Capital Goods	6.82%
Consumer Discretionary	1.86%
Chemicals	3.94%
Services	18.15%
Energy	3.55%
Technology	4.09%
Unclassified	4.36%
Insurance	4.70%
Healthcare	5.83%
Communication	1.43%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Motilal Oswal Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.mostshares.com/
Phone:

Funds Offered

45
AUM

₹ 86,380 Cr
Website

http://www.mostshares.com/

About

Motilal Oswal Mutual Fund was incorporated on November 14, 2008. It is sponsored by Motilal Oswal Securities Limited which was founded in 1987 as a small sub-broking unit, with just two people running the show. It is a well-diversified financial services firm offering a range of financial products and services. They follow a strategy to create wealth from equity -'Buy Right : Sit Tight'. ?Buy Right' means buying quality companies at a reasonable price and 'Sit Tight' means staying invested in them for a longer time to realise the full growth potential of the stocks. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled it to blossom into an almost 2000 member team.

Fund Manager

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Siddharth Bothra

Funds Offered

3
AUM

₹ 14,366 Cr
Highest Return

18.6%

About

Siddharth Bothra Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now