Home>Mutual Funds>Motilal Oswal Mutual Fund>Motilal Oswal Dynamic Fund Direct Growth

Motilal Oswal Dynamic Fund Direct Growth

Hybrid
Dynamic Asset Allocation
Moderately High Risk
12.70%
3Y annualised
+0.19% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹16.65
Min. SIP amount₹500
Rating2star
Fund size₹1,185.75 Cr

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns17.4%12.7%10.5%10.6%
Category average24.8%9.3%9.1%NA
Rank with in category24137NA
Understand termsinfo

Holdings (35)

NameSectorInstrumentAssets
ConstructionEquity8.9%
FinancialEquity8.0%
FMCGEquity5.7%
FinancialDebenture4.2%
State Bank of India
FinancialEquity3.8%
FinancialDebenture3.6%
FinancialDebenture3.4%
FinancialEquity3.3%
SBI Cards & Payments Services Ltd.
FinancialEquity3.3%
FinancialEquity3.3%
See All

Pros and cons

info
Category: Hybrid Dynamic Asset Allocation
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Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 0.98%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

1Y annualised returns lower than category average by 7.39%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.98%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Siddharth Bothra
May 2021 - Present
View details
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Snigdha Sharma
Jul 2018 - Present
View details
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Fund house & investment objective

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Fund house contact details

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