Home>Mutual Funds>Motilal Oswal Mutual Fund>Motilal Oswal Dynamic Fund Direct IDCW Quarterly

Motilal Oswal Dynamic Fund Direct IDCW Quarterly

Hybrid
Dynamic Asset Allocation
Moderately High Risk
19.18%
1Y return
+0.32% 1D
1M
6M
1Y
3Y
All
NAV: 28 Sep 2021₹12.85
Min. SIP amount₹500
Rating2star
Fund size₹1,222.94 Cr

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA19.2%11.3%10.6%
Category averageNA24.8%9.3%NA
Rank with in categoryNA2114NA
Understand termsinfo

Holdings (33)

NameSectorInstrumentAssets
FinancialEquity9.1%
ConstructionEquity8.5%
FMCGEquity4.9%
FinancialEquity4.4%
FinancialDebenture3.5%
State Bank of India
FinancialEquity3.4%
FinancialDebenture3.3%
FinancialEquity3.2%
SBI Cards & Payments Services Ltd.
FinancialEquity3.0%
Gland Pharma Ltd.
HealthcareEquity2.5%
See All

Pros and cons

info
Category: Hybrid Dynamic Asset Allocation
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Pros

3Y Returns are higher than the category average returns
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Cons

1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.99%

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
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Fund house & investment objective

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Fund house contact details

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