Rating: N/A

Motilal Oswal Equity Hybrid Dir Gr

Hybrid

  

Aggressive Hybrid Fund

NAV

10.827 + 0.1073

as on (02 Jun, 2020)

RETURNS

%

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

0.74 %

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

Asset Size

311.74 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

Objective

The investment objective is 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).

app screenshot
Google play store download image   Apple app store download image

Fund manager

Abhiroop Mukherjee

(since 14 Sep, 2018)

Exit load

1 %

(If redeemed within 15 days)

Minimum sip

₹ 500

minimum investment

₹ 500

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

182 DTB 22032019

28.09 %

HDFC Bank Ltd

6.21 %

Kotak Mahindra Bank Ltd

4.29 %

Tata Consultancy Services Ltd

4.13 %

Sector Allocation

About the Scheme Type

Aggressive Hybrid Fund

Aggressive Hybrid Funds are open ended schemes which invest a large portion of their assets – 65 to 80%, in equity and equity related instruments. The remaining, at least 20%, needs to be invested in debt instruments. Because of the debt component as well, they’re less risky as compared to pure play equity mutual funds but their returns are also less, for the same reason. These funds allow the fund manager to take advantage of arbitrage opportunities, meaning the fund manager can buy securities at a low price in one stock exchange and sell them ata higher price in the other.

Ratings

This fund is rated 0 stars by Morning Star Ratings.

N/A

Overview of Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.

Investment philosophy of Motilal Oswal Mutual Fund - ‘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.

It is a known fact that good quality companies are in business for decades but views about these companies change every year, every quarter, every month and sometimes every day! While many of you get the first part of identifying good quality stocks, most don’t stay invested for a long enough time. The temptation to book profits at 25% or 50% or even 100% returns in a 1 to 3 year period is so natural that you miss out on the chance of generating substantial wealth that typically happens over the long term; say a 10 year period.

‘Buy Right : Sit Tight’ philosophy emerged from the expertise of our sponsor Motilal Oswal Securities Ltd. that experience in equity market research and advisory since 1987. This philosophy drives all of Motiwal Oswal’s equity products and offerings; be it Mutual Fund or Portfolio Management Services.