Motilal Oswal Equity Hybrid Fund (MOFEH) - Direct Plan Growth Option
Mutual Fund · Hybrid Scheme - Aggressive Hybrid Fund · As of 18 Oct 2026, 6:04 pm
Solid risk-adjusted track record over the available NAV history. Returns have been compensating reasonably for the volatility taken. Still confirm current expense ratio, exit load, and portfolio concentration directly from the AMC factsheet before committing.
DalalBaazaar Score
66/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Well behind the Nifty 50 over 3Y — 30.6% against 92.6%, which an index fund would have delivered at a fraction of the cost
✗ Behind the Nifty 50 over 5Y by 2.2 points a year
Investment Checklist
4 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹19.83
As of
19 Jan 2024
Fund History Available
5.3 yrs
3Y Return (CAGR)
30.6%
5Y Return (CAGR)
8.5%
Annualized Volatility
9.5%
Relatively stable
Sharpe Ratio (est.)
2.22
Good risk-adj. return
Max Drawdown
-27.2%
Severe historical drop
Category
Hybrid Scheme - Aggressive Hybrid Fund
Fund House
Motilal Oswal Mutual Fund
Category Peer Comparison
Scheme
1Y Return
Navi Aggressive Hybrid Fund - Direct Plan - Growth
8.0%
HSBC Aggressive Hybrid Fund - Direct Plan - Growth
1.4%
JM Aggressive Hybrid Fund - Direct Plan - Growth Option
-3.4%
Edelweiss Aggressive Hybrid Fund - Direct Plan - growth
-1.4%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹12,72,383
Estimated Gain
₹6,72,383
Risk Flags
This fund has seen a peak-to-trough drawdown of -27.2% in its available history — make sure you can stomach that kind of swing.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
