Motilal Oswal Dynamic Fund

Hybrid | Dynamic Asset Allocation or Balanced Advantage
 | 1
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹500 1.12 % 1★ ₹795 6 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹500 1.12 %
Min SIP Min Lumpsum Expense Ratio
1★ ₹795 Cr 6 Years
Rating Fund Size Fund Age

Scheme Objective

The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives, debt, money market instruments and units issued by REITs InvITs. However , there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Scheme Performance

Returns and Ranks ( as on 05 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 2.3% 7.4% 7.2% 8.8%
Category Average 12.2% 16.9% 15.2% -

Scheme Allocation

Holding
Sector
Asset
Net CA & Others
14.18%
Religare Enterp.
9.16%
TBILL-364D
6.27%
ZF Commercial
3.89%
Fino Payments
3.86%
Others
62.64%
Finance
18.24%
Debt
16.61%
Cash & Others
14.18%
Banks
11.04%
Insurance
7.56%
Others
32.38%
Equity
73.25%
Net Curr Ass/Net Receivables
14.18%
Corporate Debentures
9.78%
REITs
6.49%
T-Bills
6.27%

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Dynamic Fund

Fund Manager
Santosh Singh

Exit Load

Exit Load 1.00% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment. There would be no exit load for redemption of units on or before completion of 1 year from the date of allotment upto 12% of units allotted. Redemption of units would be done on First in First out Basis.

Advance Ratio

-0.01 0.69 0.52 -0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
33,159 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com

Frequently Asked Questions

You can invest in Motilal Oswal Dynamic Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Motilal Oswal Dynamic Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Motilal Oswal Dynamic Fund has delivered 8.8% since inception
The NAV of Motilal Oswal Dynamic Fund is ₹16.8 as of 05 December 2022.
The expense ratio of Motilal Oswal Dynamic Fund is 1.12 % as of 05 December 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now