Motilal Oswal Equity Hybrid Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation8.7%
Sharpe Ratio0.75
Beta0.65
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Star Health and Allied Insurance Co LtdFinancial Services6.71%
ZF Commercial Vehicle Control Systems India LtdConsumers6.18%
FSN E-Commerce Ventures LtdConsumers5.78%
Samvardhana Motherson International LtdConsumers5.63%
Dreamfolks Services LtdCapital Goods5.40%
Avenue Supermarts LtdConsumers4.69%
Religare Enterprises LtdFinancial Services4.56%
KFin Technologies LtdTechnology4.36%
L&T Technology Services LtdTechnology4.15%
BSE LtdFinancial Services3.72%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.42%
Regulatory & Tax Information
INF247L01684
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)