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

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Category: Hybrid: Aggressive
Launch Date: 05-09-2018
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 2.42% As on (30-04-2023)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 394.88 Cr As on (30-04-2023)
Turn over: 85%
NAV as on 31-05-2023

16.0715

0.03 (0.1898%)

CAGR Since Inception

10.79%

CRISIL Hybrid 35+65 Aggressive TRI 12.3%

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

Scheme Performance (%)

Data as on - 31-05-2023

Yearly Performance (%)

Fund Managers

Siddharth Bothra, Rakesh Shetty

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).

MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value		 Returns
(%)
14-11-2018 9.7056 10303.33 100000 0.0 %
14-12-2018 10.0127 10303.33 103164 3.16 %
14-01-2019 9.8795 10303.33 101792 1.79 %
14-02-2019 9.7855 10303.33 100823 0.82 %
14-03-2019 10.1218 10303.33 104288 4.29 %
15-04-2019 10.3543 10303.33 106684 6.68 %
14-05-2019 10.0529 10303.33 103578 3.58 %
14-06-2019 10.6561 10303.33 109793 9.79 %
15-07-2019 10.5408 10303.33 108605 8.61 %
14-08-2019 10.2867 10303.33 105987 5.99 %
16-09-2019 10.4956 10303.33 108140 8.14 %
14-10-2019 10.9855 10303.33 113187 13.19 %
14-11-2019 11.4441 10303.33 117912 17.91 %
16-12-2019 11.458 10303.33 118056 18.06 %
14-01-2020 11.674 10303.33 120281 20.28 %
14-02-2020 11.9171 10303.33 122786 22.79 %
16-03-2020 10.031 10303.33 103353 3.35 %
15-04-2020 9.9133 10303.33 102140 2.14 %
14-05-2020 10.0872 10303.33 103932 3.93 %
15-06-2020 10.4423 10303.33 107590 7.59 %
14-07-2020 11.0274 10303.33 113619 13.62 %
14-08-2020 11.3344 10303.33 116782 16.78 %
14-09-2020 11.5101 10303.33 118592 18.59 %
14-10-2020 11.8717 10303.33 122318 22.32 %
17-11-2020 12.6844 10303.33 130692 30.69 %
14-12-2020 13.0479 10303.33 134437 34.44 %
14-01-2021 13.7617 10303.33 141791 41.79 %
15-02-2021 14.1947 10303.33 146253 46.25 %
15-03-2021 13.8432 10303.33 142631 42.63 %
15-04-2021 13.6747 10303.33 140895 40.89 %
14-05-2021 13.5767 10303.33 139885 39.88 %
14-06-2021 14.3119 10303.33 147460 47.46 %
14-07-2021 14.5035 10303.33 149434 49.43 %
16-08-2021 14.8569 10303.33 153076 53.08 %
14-09-2021 15.5692 10303.33 160415 60.41 %
14-10-2021 15.7003 10303.33 161765 61.77 %
15-11-2021 15.7607 10303.33 162388 62.39 %
14-12-2021 15.164 10303.33 156240 56.24 %
14-01-2022 15.5532 10303.33 160250 60.25 %
14-02-2022 14.3579 10303.33 147934 47.93 %
14-03-2022 14.205 10303.33 146359 46.36 %
18-04-2022 14.6567 10303.33 151013 51.01 %
16-05-2022 13.8741 10303.33 142949 42.95 %
14-06-2022 13.9266 10303.33 143490 43.49 %
14-07-2022 14.2592 10303.33 146917 46.92 %
16-08-2022 15.4101 10303.33 158775 58.77 %
14-09-2022 15.7131 10303.33 161897 61.9 %
14-10-2022 15.2678 10303.33 157309 57.31 %
14-11-2022 15.7745 10303.33 162530 62.53 %
14-12-2022 16.0212 10303.33 165072 65.07 %
16-01-2023 15.4307 10303.33 158988 58.99 %
14-02-2023 15.3041 10303.33 157683 57.68 %
14-03-2023 14.9185 10303.33 153710 53.71 %
17-04-2023 15.2952 10303.33 157591 57.59 %
15-05-2023 15.8477 10303.33 163284 63.28 %
01-06-2023 15.9886 10303.33 164736 64.74 %

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

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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 10.53 0.91 -2.67 0.78 7.68 0.95
Hybrid: Aggressive - - - - - -

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

Compare SIP Compare Lumpsum
Amount :
Start :
End :
Period
Data as on - 31-05-2023
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 11.45 6.3 16.15 0.0 0.0
JM Equity Hybrid Fund (Regular) -Growth Option 01-04-1995 17.89 10.48 29.57 10.98 11.63
HDFC Hybrid Equity Fund - Growth Plan 05-04-2005 16.42 11.44 25.06 11.67 15.21
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 14.64 12.16 22.98 11.8 12.84
Tata Hybrid Equity Fund- Regular Plan - Growth Option 08-10-1995 14.54 10.49 22.1 10.06 12.9
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 14.48 12.06 22.92 11.76 12.81
Nippon India Equity Hybrid Fund - Growth Plan 05-06-2005 14.46 10.58 23.92 6.06 11.49
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 14.12 11.19 24.5 10.21 12.26
PGIM India Hybrid Equity Fund - Growth Option 29-01-2004 14.01 5.89 18.46 8.27 10.17
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 13.48 10.54 23.19 0.0 0.0

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

Asset Allocation (%)

Allocation Percentage (%)