MF Gyan
hybridModerate risk8 years oldAccelerating recently (last 6m ≈ 18% p.a.)

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.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.20 L
Gain / loss+₹40.3k
XIRR (annualised)13.86%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.24 L
Projected gain*+₹44.2k
*at this fund's historical rate of 13.86% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 56 other funds in Hybrid Scheme - Aggressive Hybrid Fund

Same plan
1-year return
19.52%median 5.95% (+13.58%)
Rank #8 of 57Beats 88% of peers
3-year return
11.81%median 12.05% (-0.23%)
Rank #30 of 57Beats 47% of peers
5-year return
14.76%median 10.10% (+4.66%)
Rank #9 of 57Beats 83% of peers
Bumpiness (3Y)
10.40%median 11.70% (-1.30%)
Rank #11 of 57Less risky than 82% of peers
Worst-ever drop
-27.19%median -30.00% (+2.80%)
Rank #45 of 57Less risky than 21% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 7 of last 7 years were positive.

+1%
2018
+17%
2019
+17%
2020
+15%
2021
+4%
2022
+15%
2023
+2%
2024
Best year
2020 · 17.41%
Worst year
2018 · 1.19%

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.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option against other hybrid funds.

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

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

Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option is a Hybrid Scheme - Aggressive Hybrid Fund offered by Motilal Oswal Mutual Fund under the Direct plan with the Growth option. It has approximately 8 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

The current NAV of Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option is ₹19.8323 (as of 19 Jan 2024). Historically, it has delivered 19.51% over the last year, 11.81% CAGR over 3 years, 14.76% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 10.4% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 27.2%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option?+

The latest NAV of Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option is ₹19.8323 as of 19 Jan 2024, up 0.94% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option?+

Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option has delivered 1-year return 19.51%, 3-year CAGR 11.81%, 5-year CAGR 14.76%, since-inception CAGR 13.84%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option belong to?+

Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option is categorised as Hybrid Scheme - Aggressive Hybrid Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

How risky is Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option?+

Based on its 3-year annualised volatility of 10.4%, Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option a direct plan?+

Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option?+

Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option has NAV history available from 18 Sep 2018 — approximately 8 years of track record and 1,315 daily NAV observations.

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.