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

Hybrid: Aggressive | Open Ended Scheme

NAV : 11.4014

0.11 (0.97 %)

28-09-2020

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).

One Time Monthly
One Time Amount
Min Investment ₹1000
Min Investment ₹500.0

Returns (since Sep 05, 2018)

7.05%

10 Year Returns

N/A

Doubled Money

N/A

Sharp Ratio

N/A

Volatility

N/A

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

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

Time Take 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

 

FUND INFORMATION

Basic Details
Fund House:
Motilal Oswal Mutual Fund
Launch Date:
Sep 05, 2018
Expense Ratio:
2.53%
Fund Category Risk:
MODERATELY HIGH
Asset Size:
340.32 Cr
Fund Manager(s):
Abhiroop Mukherjee,Akash Singhania,Siddharth Bothra
Investment Details
Status:
Open Ended Scheme
Minimum Investment:
500.0
Minimum Topup:
500.0
Return since Launch:
7.05%

PERFORMANCE

Scheme Performance (%)

Data as on - 28-09-2020

Yearly Performance (%)

RETURNS CALCULATOR

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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.

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 2.08 8.12 0.0 0.0 0.0
Quant Absolute Fund-Growth Option 21-03-2001 16.46 11.07 8.49 10.61 9.28
JM Equity Hybrid Fund-Growth 01-04-1995 13.77 -0.24 1.65 4.55 6.23
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 7.5 8.03 7.32 9.51 10.48
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth 19-07-2019 4.44 0.0 0.0 0.0 0.0
HSBC Equity Hybrid Fund - Growth 22-10-2018 3.85 0.0 0.0 0.0 0.0
IDBI Hybrid Equity Fund Growth Regular 28-10-2016 3.58 2.2 0.67 0.0 0.0
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 01-07-2015 2.92 5.55 5.81 9.75 0.0
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 01-04-2017 2.81 8.43 7.01 0.0 0.0
Kotak Equity Hybrid - Growth 05-11-2014 2.33 5.82 4.26 7.7 0.0

PORTFOLIO ANALYSIS

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