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Jama - Motilal Oswal Equity Hybrid Fund


Motilal Oswal Equity Hybrid Fund

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Hybrid-Aggressive Hybrid
NAV : 18.6753
(-0.002600000000001046
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)
AUM : ₹4 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.67%5.66%16.79%13.01%7.09%16.8%NA



NAV History



Expense Ratio Trends


Fund Details

An open ended hybrid scheme investing predominantly in equity and equity related instruments
NAV18.6753
Launch Date14-09-2018
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio91.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,08,068₹1,07,658₹410
After 1 year₹1,13,012₹1,11,322₹1,690
After 3 years₹1,59,350₹1,52,050₹7,300
After 20 years₹22,33,610₹16,33,932₹5,99,677

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 16.8% Past 3 yr Data




Fund Objective:
The investment objective is 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).
Fund Manager:
Siddharth Bothra