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

Fund House: Motilal Oswal Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 05-09-2018
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 2.53% As on (31-08-2020)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 343.95 Cr As on (30-09-2020)
Turn over: 60% | Exit Load: 1% for redemption within 15 days

11.8374

8.68%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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).

Current Asset Allocation (%)

Indicators

Volatility
Sharp Ratio
Alpha
Beta
Yield to Maturity 3.98
Average Maturity 0.3

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 4.12 12.56 - - -
JM Equity Hybrid Fund-Growth 01-04-1995 16.6 2.64 1.35 4.4 6.6
Quant Absolute Fund-Growth Option 21-03-2001 16.08 16.02 8.51 10.15 9.33
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 9.15 12.6 7.33 9.23 10.94
HSBC Equity Hybrid Fund - Growth 22-10-2018 6.57 9.08 - - -
IDBI Hybrid Equity Fund Growth Regular 28-10-2016 5.75 5.87 0.44 - -
Kotak Equity Hybrid - Growth 05-11-2014 5.57 11.54 4.27 7.88 -
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 01-07-2015 5.06 9.42 5.17 9.46 -
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth 19-07-2019 4.77 - - - -
Principal Hybrid Equity Fund-Growth 14-01-2000 4.02 4.27 1.44 8.76 8.88

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

0.05%

Others

0.3%

Large Cap

0.54%

Mid Cap

0.11%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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