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Motilal Oswal Dynamic Fund Direct Growth-0.87%

10.10%
1 Year Return
Hybrid
Balanced Advantage
3.0star
6M
1Y
3Y
All

Fund Details

Motilal Oswal Dynamic Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.05%
NAV₹15.07 (27 Jan 2021)
Fund Started21 Sep 2016
Fund Size1,207 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.1%
6.8%
-
10.3%
Category Average
10.9%
6.3%
9.2%
-
Rank Within Category
17
11
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 10.1% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category

Top Holdings

NameSectorInstrument% Assets
Axis Bank Ltd.FinancialEquity9.1%
ICICI Bank Ltd.FinancialEquity9.0%
ITC Ltd.FMCGEquity8.6%
Housing Development Finance Corpn. Ltd.FinancialDebenture4.4%
HDFC Bank Ltd.FinancialEquity4.2%
HDFC Life Insurance Co Ltd.FinancialEquity3.7%
Infosys Ltd.TechnologyEquity3.2%
Larsen & Toubro Ltd.ConstructionEquity3.1%
Housing Development Finance Corpn. Ltd.FinancialEquity2.9%
Maruti Suzuki India Ltd.AutomobileEquity2.8%
See All

Fund Managers

Motilal Oswal Dynamic Fund Direct Growth Details

Motilal Oswal Dynamic Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 21 Sep 2016. Abhiroop Mukherjee, Siddharth Bothra is the Current Fund Manager of Motilal Oswal Dynamic Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,207 Cr and the Latest NAV as of 27 Jan 2021 is ₹15.07.

The Motilal Oswal Dynamic Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1%, if redeemed within 1 year.

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives as well as debt instruments.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Exit load of 1%, if redeemed within 1 year.
Exit Load

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About Motilal Oswal Mutual Fund

Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
Phone
022-39804263
Launch Date
29 Dec 2009
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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