MF Gyan
hybridModerate risk

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

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Motilal Oswal Mutual Fund. It's been running since 18 Sep 2018.

Latest price per unit
₹19.8323
0.94% today
As of 19 Jan 2024 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.20 L
₹19.5k gain · 19.5% / year
Invested 3 years ago
₹1.40 L
₹39.8k gain · 11.8% / year
Invested 5 years ago
₹1.99 L
₹99.0k gain · 14.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
10.4%

The value swings roughly 10% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-27.19%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)
CAGR — 1 year19.52%
CAGR — 3 years11.81%
CAGR — 5 years14.76%
CAGR — since launch13.84%
Volatility — 1 year (annualised)7.84%
Volatility — 3 years (annualised)10.40%
Max drawdown — 1 year-5.66%
Max drawdown — 3 years-12.66%
Sharpe ratio — 1 year (rf=6%)1.57
Sharpe ratio — 3 years (rf=6%)0.52

Fund info

Fund house
Motilal Oswal Mutual Fund
Category
Hybrid Scheme - Aggressive Hybrid Fund
Plan
Direct
Option
Growth
ISIN (Growth)
ISIN (Div re-invest)
Fund code
144681
First price on record
18 Sep 2018 · 1,315 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.