Motilal Oswal Equity Hybrid Fund (MOFEH)
Historical returns (direct plan)
Annualised CAGR computed from daily NAV, as of the latest published value. Past performance is not indicative of future results.
| Period | Return (CAGR) |
|---|---|
| 1 year | +19.5% |
| 3 years | +11.8% |
| 5 years | +14.8% |
Among 36 Aggressive Hybrid funds we track with a 3-year record, Motilal Oswal Equity Hybrid Fund (MOFEH)'s 3-year return ranks #27 — in the top 75% of that peer set. This is a factual ranking from historical NAV, not a rating or a recommendation.
| Year | Return |
|---|---|
| 2024(YTD) | +2.8% |
| 2023 | +15.5% |
| 2022 | +4.6% |
| 2021 | +15.1% |
| 2020 | +17.4% |
Risk & consistency
Historical measures of how this fund's NAV has moved — facts computed from daily NAV, not a rating or a risk label. Past performance is not indicative of future results.
Based on monthly NAV moves over the available history.
peak 13 Feb 2020 → trough 23 Mar 2020
| 3-year window | Annualised return |
|---|---|
| Best | +19.5% |
| Worst | +10.8% |
| Average | +14.9% |
| Windows that were positive | 100.0% of 28 |
Computed from published daily NAV history (direct plan). Past performance is not indicative of future results.
SIP outcome (historical)
See what a fixed monthly SIP would have grown to over this fund's past NAV history. This is a factual look-back, not a projection.
Enter a monthly amount and holding period to compute what that SIP would have grown to, using Motilal Oswal Equity Hybrid Fund (MOFEH)'s past month-end NAV up to 18 Jan 2024.
If you had invested ₹5,000 every month in Motilal Oswal Equity Hybrid Fund (MOFEH) for the last 5 years, it would have grown to ₹4,28,899 as of 2024-01-18.
Historical illustration based on this fund's past NAV (direct plan) as of 2024-01-18. Not a projection or a recommendation. Past performance is not indicative of future results.
This is a historical illustration computed from past NAV — what a SIP would have grown to over the window shown, not a projection or an expectation of future value. Past performance is not indicative of future results.
How to use these numbers
- • Compare returns within the same category (Aggressive Hybrid) — comparing a aggressive hybrid fund to a different mandate isn't like-for-like.
- • Weight the longest period you can. One strong year can flatter a fund; three- and five-year figures show more.
- • The growth curve and calendar-year rows are the same NAV history, read two ways — a smooth trailing view and the year-by-year swings behind it.
- • These are facts, not a recommendation. Nothing here says buy, hold or sell Motilal Oswal Equity Hybrid Fund (MOFEH).
Not sure if it fits you?
A NISM-certified planner in Faridabad / Delhi NCR can put a fund like this in the context of your goals and risk profile — free.
Other Aggressive Hybrid funds
Frequently asked questions
Reviewed by Rajnish Bangia · NISM-certified Mutual Fund Distributor · ARN-315144 · Updated 18 Jan 2024
Returns are direct-plan CAGR and calendar-year figures computed from daily NAV (source: mfapi), as of the fund's latest NAV date, and are for information only. Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor (ARN-315144), not a SEBI-registered Investment Adviser, and may earn commission on regular plans. Content here is for information only and is not investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
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