Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option

Category: Hybrid: Aggressive
Launch Date: 05-09-2018
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.45% As on (31-12-2019)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 314.21 Cr As on (31-01-2020)
Turn over: 70.00
NAV as on 20-02-2020

11.9214

-0.02 (-0.1829%)

CAGR Since Inception

13.7%

NIFTY 50 TRI 13.43%

PERFORMANCE of Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option

Scheme Performance (%) Data as on - 20-02-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 22.16 - - - 13.7
NIFTY 50 TRI 13.9 12.27 7.83 10.92 13.43
Hybrid: Aggressive 13.58 7.45 6.74 10.49 11.41

Yearly Performance (%)

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Fund Managers

Mr. Abhiroop Mukherjee, Mr. Akash Singhania and Mr Siddharth Bothra

Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management. Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai. Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L. Prior to joining Motilal Oswal Mutual Fund, He was associated with Deutsche Asset management (India) Pvt. Ltd. as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02). Mr. Bothra has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York. Mr Siddharth Bothra has a rich experience of more than 13 years in the field of research and investments. Prior to joining Motilal Oswal AMC hehad an extensive stint with Motilal Oswal Securities ltd. as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities ltd. Mr. Bothra won various recognition such as: ZEE Business TV - India's Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate. Mr. Bothra has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.

Investment Objective

The scheme seeks 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).

RETURNS CALCULATOR for Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 0.78
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option

Period
Data as on - 20-02-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 22.16 0.0 0.0 0.0 0.0
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 24.62 9.76 10.64 10.01 11.75
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 01-04-2017 24.04 12.15 0.0 0.0 0.0
Axis Equity Hybrid Fund - Regular Plan - Growth Option 05-08-2018 20.63 0.0 0.0 0.0 0.0
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 20.29 10.22 12.25 9.44 12.61
Kotak Equity Hybrid - Growth 01-11-2014 20.2 6.4 7.75 7.56 0.0
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 18.53 10.17 11.61 9.41 13.02
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 18.48 7.6 7.88 4.38 8.13
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 17.77 10.22 11.03 8.37 8.76
HSBC Equity Hybrid Fund - Growth 22-10-2018 16.06 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option

Asset Allocation (%)