September 16, 2022
mayank
Motilal Oswal Equity Hybrid Fund
NAV Growth : Rs 16.7111
Suitable For Which Investors ?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route.
Fund’s Investment Strategy :
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).
Fund Manager :
1) Siddharth Bothra
Education : 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.
Experience : Prior to joining Motilal Oswal AMC he had 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.
2) Abhiroop Mukherjee
Education : Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience : Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
Investment Details
| Min. Investment (Rs) : | 500 |
| Min. Addl Investment (Rs) : | 500 |
| Min. SIP Investment (Rs) : | 500 |
| Min. Withdrawal (Rs) : | 500 |
| Min. No of Cheques : | 12 |
| Min. Balance (Rs) : | 1 |
| Lock-in Period : | NA |
| Exit Load : | 1% for redemption within 15 days |
Basic Details
| Fund House : | Motilal Oswal Mutual Fund |
| Launch Date : | 14-Sep-18 |
| Return Since Launch : | 13.68% |
| Benchmark : | CRISIL Hybrid 35+65 Aggressive Index |
| Riskometer : | Very High |
| Type : | Open-ended |
| Assets : | Rs 417 Cr |
| (As on 31-Aug-2022) | |
| Expense Ratio : | 0.91% |
| (As on 31-Jul-2022) | |
| Risk Grade : | Average |
| Return Grade : | Average |
| Turnover : | 60.00% |
Motilal Oswal Equity Hybrid Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Eqt Hybrid Dir | 4.66 | -0.25 | 3.11 | 13.06 | 11.87 | 1.94 | 16.12 | — | — | — |
| VR Balanced TRI | 3.95 | -0.63 | 1.11 | 12.89 | 7.51 | 3.38 | 16.52 | — | — | — |
| Hybrid: Aggressive Hybrid | 3.21 | -0.26 | 2.54 | 13.14 | 7.87 | 4.18 | 17.32 | — | — | — |
| Rank within category | 15 | 24 | 6 | 18 | 2 | 35 | 26 | — | — | — |
| Number of funds in category | 47 | 47 | 47 | 47 | 47 | 47 | 43 | 31 | 25 | 0 |
Motilal Oswal Equity Hybrid Fund Peer Comparison
| Fund name | Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) |
| Motilal Oswal Eqt Hybrid Dir | 3 star | 1.94 | 16.12 | — | 0.91 | 417 | 13.68 | 1.00 (15) | 4yrs 0mo | 60.00 |
| SBI Eqt Hybrid Dir | 4 star | 3.82 | 16.47 | 12.59 | 0.83 | 55,268 | 15.29 | 1.00 (365) | 9yrs 8mo | 252.00 |
| ICICI Pru Eqt & Debt Dir | 5 star | 13.73 | 22.57 | 14.91 | 1.24 | 20,360 | 16.91 | 1.00 (365) | 9yrs 8mo | 44.00 |
| Canara Robeco Eqt Hybrid Dir | 4 star | 2.45 | 18.89 | 13.14 | 0.59 | 8,307 | 14.82 | 1.00 (365) | 9yrs 8mo | 32.00 |
| Mirae Asset Hybrid Eqt Dir | 4 star | 3.19 | 17.32 | 12.79 | 0.41 | 7,053 | 13.89 | 1.00 (365) | 7yrs 1mo | 60.00 |
Portfolio Analysis
| No. of Stocks : | 34 |
| Top 10 Holdings % : | 50.5 |
| Top 5 Stocks % : | 33.3 |
| Top 3 Sectors % : | 35.4 |
| Portfolio P/B Ratio : | 4.65 |
| Portfolio P/E Ratio : | 29.19 |
| Avg Credit Rating : | AAA |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,70,403 | 1,58,020 |
| Giant (%) | 48.73 | 55.84 |
| Large (%) | 30.88 | 16.34 |
| Mid (%) | 17.00 | 21.76 |
| Small (%) | 3.39 | 7.57 |
| Tiny (%) | — | 0.00 |
| Fund | Category | |
| Number of Securities | 37 | 57 |
| Modified Duration (yrs) | 0.4 | 2.18 |
| Average Maturity (yrs) | 0.45 | 3.15 |
| Yield to Maturity (%) | 5.75 | 6.56 |
| Avg Credit Rating | AAA | — |
Motilal Oswal Equity Hybrid Fund by Chanakya :
Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
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