Motilal Oswal Dynamic Fund Direct Dividend Quarterly-0.01%

3Groww
-0.43%
1 Year Return
Hybrid
Balanced Advantage
3.0 star
6M
1Y
All

Fund Details

Motilal Oswal Dynamic Fund Direct Dividend Quarterly

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.24%
NAV11.4 (23 Aug 2019)
Fund Started21 Sep 2016
Fund Size1,290 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Dynamic Fund Direct Dividend Quarterly
-0.4%
NA
NA
7.9%
Category Average
-0.2%
5.8%
7.8%
-
Rank within category
8
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -0.4% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Age is less than 3 years
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reserve Bank of IndiaFinancialT-Bills11.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity9.0%
    United Spirits Ltd.FMCGEquity8.9%
    Bajaj Finance Ltd.FinancialEquity8.3%
    HDFC Bank Ltd.FinancialEquity5.7%
    HDFC Bank Ltd.FinancialFixed Deposits5.4%
    Titan Company Ltd.Cons DurableEquity5.0%
    ICICI Bank Ltd.FinancialEquity4.2%
    Housing Development Finance Corpn. Ltd.FinancialDebenture3.9%
    Axis Bank Ltd.FinancialCD3.8%
    See All

    Fund Managers

    addAkash Singhania
    Education
    Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.
    Experience
    Prior to joining Motilal Oswal Mutual Fund, He was associated with Deutsche Asset management (India) Pvt. Ltd. as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02).
    Funds Managed

    Other Details

    Motilal Oswal Dynamic Fund Direct Dividend Quarterly is a Hybrid Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was introduced to investors on 21 Sep 2016. Abhiroop Mukherjee, Siddharth Bothra is the Current Fund Manager of Motilal Oswal Dynamic Fund Direct Dividend Quarterly.The fund currently has an Asset Under Management(AUM) of ₹1,290 Cr and the Latest NAV as of 23 Aug 2019 is ₹11.4.

    The Motilal Oswal Dynamic Fund Direct Dividend Quarterly is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 15 days.

    Investment Objective

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

    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)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 15 days
    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
    28 Dec 2009
    Motilal Oswal Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
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    + ₹10,000
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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