Motilal Oswal Equity Hybrid Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 19.4262 0.2478(1.292 %) NAV as on 14 Dec 2023
Scheme Objective: The investment objective is to generate equity linked returns by investing in a combined portfolio ofequity and equity related instruments, debt, money market instruments and units issued by RealEstate Investment Trust (REIT) & Infrastructure Investment Trust (InvIT).
Performance (As on 14 Dec 2023)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | 9.67 % | 13.30 % | 12.81 % | 14.08 % | 13.48 % |
NIFTY 50 | 12.94 % | 13.52 % | 16.04 % | 14.40 % | N/A |
Portfolio
Aggressive hybrid funds invest the majority (up to 80%) of their portfolio in equities and hold the rest in debt instruments. This makes them lower risk and lower volatile than pure equity funds. On the equity side, funds invest across market capitalisations and in rising markets can hold significant mid-cap exposure. On the debt side, funds generally stick to a simple accrual strategy of investing and holding top-rated bonds.
These funds suit first-time equity investors. They also suit conservative investors who want equity exposure. They can also be used to mitigate risks of high-risk investors who want to invest heavily in equity. These funds need a minimum 3 year holding period.
Short-term: Holding period is less than 12 months.
Taxation: Capital gains are taxed at 15%
Long-term: Holding period is 12 months or more.
Taxation: Capital gains up to Rs 100,000 each financial year is tax-exempt. Remaining capital gains is taxed at 10%. For investments made on or before January 31st, 2018: Capital gain up to this date is tax-free.