Motilal Oswal Equity Hybrid Fund (MOFEH) - Portfolio Analysis
- Hybrid
- Aggressive
- Very High
-
₹18.23
(0.0272%)
Current NAV 19-01-2024
-
0%
1Y Returns
-
Min. SIP ₹500
Min. Investment ₹500
Fund Suitability Test
Asset Allocation (As on 30-Oct-2023)
Allocation of Equity and Debt Asset Classes.
- Equity 77.57%
- Debt 21.1%
- Others 1.34%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 31.19 |
| Mid Cap | 26.43 |
| Small Cap | 17.94 |
| Others | 2.01 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial
Services
Automobile
Insurance
Capital Goods
Technology
Healthcare
Construction
Consumer Discretionary
Communication
Chemicals
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 26-Jul-2024 |
Holdings | PE Ratio 26-Jul-2024 |
1Y Return |
|---|---|---|---|---|---|
| Star Health and Allied Insurance Company Ltd. | Mid Cap | Insurance (50.24) | 5.49% | 0 | -3.59% |
| Samvardhana Motherson International Ltd. | Large Cap | Automobile (118.98) | 5.26% | 48.97 | 98.23% |
| Religare Enterprises Ltd. | Small Cap | Financial (31.71) | 5.09% | 74.35 | 52.35% |
| ABB India Ltd. | Large Cap | Capital Goods (107.16) | 4.4% | 0 | 78.15% |
| ZF Commercial Vehicle Control Systems India Ltd. | Mid Cap | Automobile (66.46) | 4.33% | 73.22 | 30.97% |
| Avenue Supermarts Ltd. | Large Cap | Services (26.29) | 4.32% | 8.72 | 63.23% |
| KFin Technologies Ltd. | Small Cap | Financial (31.71) | 4.22% | 53.97 | 103.41% |
| HDFC Bank Ltd. | Large Cap | Financial (18.54) | 3.66% | 18.04 | -4.4% |
| FSN E-Commerce Ventures Ltd. | Mid Cap | Services (164.26) | 3.58% | 1660.91 | 24.92% |
| BSE Ltd. | Small Cap | Financial | 3.23% | 0% | |
| ICICI Bank Ltd. | Large Cap | Financial (18.54) | 3.15% | 18.92 | 22.22% |
| Piramal Enterprises Ltd. | Mid Cap | Healthcare (28.87) | 3.14% | -13.29 | -8.49% |
| One97 Communications Ltd. | Mid Cap | Services (364.59) | 2.98% | -17.05 | -35.43% |
| Dreamfolks Services Ltd. | Small Cap | Services (0) | 2.85% | 0 | 0% |
| Infosys Ltd. | Large Cap | Technology (36.3) | 2.76% | 29.3 | 39.45% |
| Larsen & Toubro Ltd. | Large Cap | Construction (44.89) | 2.61% | 39.84 | 39.8% |
| Fino Payments Bank Ltd. | Small Cap | Financial (44.17) | 2.55% | 0 | -2.32% |
| HDFC Life Insurance Co Ltd. | Large Cap | Insurance (25.38) | 2.26% | 92.35 | 6.75% |
| Metro Brands Ltd. | Mid Cap | Consumer Discretionary (84) | 2.21% | 87 | 20.65% |
| Hindustan Aeronautics Ltd. | Capital Goods (52.31) | 2.01% | 43.02 | 154.09% | |
| The Indian Hotels Company Ltd. | Mid Cap | Services (74.62) | 1.93% | 71.67 | 65.84% |
| L&T Technology Services Ltd. | Mid Cap | Technology (48.67) | 1.87% | 42.21 | 32.49% |
| Bharti Airtel Ltd. | Large Cap | Communication (154.14) | 1.52% | 117.13 | 70.09% |
| PI Industries Ltd. | Large Cap | Chemicals (36.17) | 1.25% | 37.99 | 17.09% |
| Devyani International Ltd. | Mid Cap | Services (74.62) | 0.9% | 451.79 | -9.59% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 21.1 |
Sector Allocation of Debt
Weightage of Portfolio Among Different Sectors.
Financial
Energy
Others
Current Stocks Holdings of Debt
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| 5.84% Indian Oil Corporation Ltd. 19/04/2024 | Energy | 3.69% | 0% | ||
| 5.98% Mahindra & Mahindra Financial Services Ltd. 22/02/2024 | Financial | 3.69% | 0% | ||
| Shriram Finance Ltd% 21/02/2024 | Financial | 3.69% | 0% | ||
| 7.75% Muthoot Finance Ltd. 30/09/2025 | Financial | 3.66% | 0% | ||
| REC Ltd.% 137-D 01/03/2024 | Financial | 2.42% | 0% | ||
| Others | Others | 1.49% | 0% | ||
| Kotak Mahindra Bank Ltd.% 06/12/2023 | Financial | 1.23% | 0% | ||
| 5.44% National Bank For Agriculture & Rural Development 05/02/2024 | Financial | 1.23% | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 1.34 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Others
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 1.34% | 0% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for Motilal Oswal Equity Hybrid Fund (MOFEH) ?
The top holdings of this fund are Star Health and Allied Insurance Company Ltd., Samvardhana Motherson International Ltd., Religare Enterprises Ltd., ABB India Ltd., ZF Commercial Vehicle Control Systems India Ltd.
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for Motilal Oswal Equity Hybrid Fund (MOFEH) ?
The major sectors of this fund are Financial, Services, Automobile, Insurance, Capital Goods.
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.