Name: Motilal Oswal Dynamic Fund Regular Growth
Brand: Motilal Oswal Mutual Fund

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Motilal Oswal Dynamic Fund Regular Growth
Hybrid
Dynamic Asset Allocation
Moderately High Risk
11.46%
3Y annualised
+0.14% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 26 Oct 2021₹15.73
Min. SIP amountNA
Rating3star
Fund size₹1,185.75 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns16.4%11.5%9.3%9.3%
Category average24.8%9.3%9.1%NA
Rank with in category23137NA
Understand termsinfo
Holdings (35)NameSectorInstrumentAssets
Larsen & Toubro Ltd.
ConstructionEquity8.9%
ICICI Bank Ltd.
FinancialEquity8.0%
ITC Ltd.
FMCGEquity5.7%
Sundaram Finance Ltd.
FinancialDebenture4.2%
State Bank of India
FinancialEquity3.8%
Bajaj Finance Ltd.
FinancialDebenture3.6%
Housing Development Finance Corpn. Ltd.
FinancialDebenture3.4%
HDFC Bank Ltd.
FinancialEquity3.3%
SBI Cards & Payments Services Ltd.
FinancialEquity3.3%
SBI Life Insurance Company Ltd.
FinancialEquity3.3%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2021 - Present
2.21%
31 Aug 2021 - 30 Sep 2021
2.24%
31 Jul 2021 - 31 Aug 2021
2.21%
30 Jun 2021 - 31 Jul 2021
2.23%
31 May 2021 - 30 Jun 2021
2.22%
30 Apr 2021 - 31 May 2021
2.21%
31 Mar 2021 - 30 Apr 2021
2.21%
28 Feb 2021 - 31 Mar 2021
2.21%
31 Jan 2021 - 28 Feb 2021
2.19%
31 Dec 2020 - 31 Jan 2021
2.20%
30 Nov 2020 - 31 Dec 2020
2.21%
31 Oct 2020 - 30 Nov 2020
2.33%
30 Sep 2020 - 31 Oct 2020
2.22%
31 Aug 2020 - 30 Sep 2020
2.22%
31 Jul 2020 - 31 Aug 2020
2.23%
30 Jun 2020 - 31 Jul 2020
2.23%
31 May 2020 - 30 Jun 2020
2.24%
30 Apr 2020 - 31 May 2020
2.17%
31 Mar 2020 - 30 Apr 2020
2.20%
29 Feb 2020 - 31 Mar 2020
2.20%
31 Jan 2020 - 29 Feb 2020
2.10%
31 Dec 2019 - 31 Jan 2020
2.16%
30 Nov 2019 - 31 Dec 2019
2.16%
31 Oct 2019 - 30 Nov 2019
2.16%
30 Sep 2019 - 31 Oct 2019
2.21%
31 Aug 2019 - 30 Sep 2019
2.16%
31 Jul 2019 - 31 Aug 2019
2.22%
30 Jun 2019 - 31 Jul 2019
2.26%
31 May 2019 - 30 Jun 2019
1.96%
30 Apr 2019 - 31 May 2019
1.90%
31 Mar 2019 - 30 Apr 2019
1.90%
28 Feb 2019 - 31 Mar 2019
1.90%
31 Jan 2019 - 28 Feb 2019
1.97%
31 Dec 2018 - 31 Jan 2019
1.97%
30 Nov 2018 - 31 Dec 2018
2.02%
31 Oct 2018 - 30 Nov 2018
2.12%
30 Sep 2018 - 31 Oct 2018
2.49%
31 Aug 2018 - 30 Sep 2018
2.11%
30 Jun 2018 - 31 Aug 2018
2.20%
31 May 2018 - 30 Jun 2018
2.23%
30 Apr 2018 - 31 May 2018
2.20%
31 Mar 2018 - 30 Apr 2018
2.19%
28 Feb 2018 - 31 Mar 2018
2.25%
31 Jan 2018 - 28 Feb 2018
2.14%
31 Dec 2017 - 31 Jan 2018
2.17%
30 Nov 2017 - 31 Dec 2017
2.16%
31 Oct 2017 - 30 Nov 2017
2.16%
Expense ratio, exit load and taxExpense ratio: 2.21%Inclusive of GST
Exit loadExit load of 1%, if redeemed within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementAkash Singhania
Apr 2019 - Present
View details
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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 PGIM India 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).
Also manages these schemes
Motilal Oswal Midcap 30 Fund Regular Growth
Motilal Oswal Midcap 30 Fund Regular IDCW
Motilal Oswal Midcap 30 Fund Direct Growth
Motilal Oswal Midcap 30 Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Regular Growth
Motilal Oswal Flexi Cap Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Direct IDCW
Motilal Oswal Long Term Equity Fund Regular Growth
Motilal Oswal Long Term Equity Fund Direct Growth
Motilal Oswal Dynamic Fund Regular IDCW Yearly
Motilal Oswal Dynamic Fund Direct IDCW Quarterly
Motilal Oswal Dynamic Fund Direct IDCW Yearly
Motilal Oswal Dynamic Fund Regular Growth
Motilal Oswal Dynamic Fund Regular IDCW Quarterly
Motilal Oswal Dynamic Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Regular Growth
Gautam Sinha Roy
Nov 2016 - Present
View details
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Education
Mr. Roy is MBA, Bachelor of Engineering & CFA
Experience
Has been with Motilal Oswal AMC for the last four years as a Fund Manager.
Also manages these schemes
Motilal Oswal Focused 25 Fund Regular Growth
Motilal Oswal Focused 25 Fund Regular IDCW
Motilal Oswal Focused 25 Fund Direct Growth
Motilal Oswal Focused 25 Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Regular Growth
Motilal Oswal Flexi Cap Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Direct IDCW
Motilal Oswal Long Term Equity Fund Regular Growth
Motilal Oswal Long Term Equity Fund Direct Growth
Motilal Oswal Dynamic Fund Regular IDCW Yearly
Motilal Oswal Dynamic Fund Direct IDCW Quarterly
Motilal Oswal Dynamic Fund Direct IDCW Yearly
Motilal Oswal Dynamic Fund Regular Growth
Motilal Oswal Dynamic Fund Regular IDCW Quarterly
Motilal Oswal Dynamic Fund Direct Growth
Siddharth Bothra
May 2021 - Present
View details
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Education
Mr. Bothra has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York.
Experience
Prior to joining Motilal Oswal AMC he had an extensive stint with Motilal Oswal Securities ltd. as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities ltd. Mr. Bothra won various recognition such as: ZEE Business TV - India's Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate. Mr. Bothra has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.
Also manages these schemes
Motilal Oswal Focused 25 Fund Regular Growth
Motilal Oswal Focused 25 Fund Regular IDCW
Motilal Oswal Focused 25 Fund Direct Growth
Motilal Oswal Focused 25 Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Regular Growth
Motilal Oswal Flexi Cap Fund Regular IDCW
Motilal Oswal Dynamic Fund Regular IDCW Yearly
Motilal Oswal Dynamic Fund Direct IDCW Quarterly
Motilal Oswal Dynamic Fund Direct IDCW Yearly
Motilal Oswal Dynamic Fund Regular Growth
Motilal Oswal Dynamic Fund Regular IDCW Quarterly
Motilal Oswal Dynamic Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Regular Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Multi Asset Fund Regular Growth
Snigdha Sharma
Jul 2018 - Present
View details
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Education
Ms. Sharma is a MBA (Finance) and B.Tech. (Mechanical)
Experience
Prior to joining Motilal Oswal AMC she has worked with Axis Capital Ltd. as Vice President - Institutional Equity Research, Fidelity International Ltd. as Equity Research Analyst, Karma Capital Ltd. as Equity Research Analyst and Goldman Sachs India Ltd. as Equity Research Analyst.
Also manages these schemes
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Regular Growth
Motilal Oswal Flexi Cap Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Direct IDCW
Motilal Oswal Long Term Equity Fund Regular Growth
Motilal Oswal Long Term Equity Fund Direct Growth
Motilal Oswal Dynamic Fund Regular IDCW Yearly
Motilal Oswal Dynamic Fund Direct IDCW Quarterly
Motilal Oswal Dynamic Fund Direct IDCW Yearly
Motilal Oswal Dynamic Fund Regular Growth
Motilal Oswal Dynamic Fund Regular IDCW Quarterly
Motilal Oswal Dynamic Fund Direct Growth
Fund house & investment objective
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Motilal Oswal Mutual Fund
Rank (total assets)#19 in India
Total AUM25,401.41 Cr
Date of Incorporation29 Dec 2009
Motilal Oswal Dynamic Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to inve
Motilal Oswal Dynamic Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Abhiroop Mukherjee, Siddharth Bothra is the Current Fund Manager of Motilal Oswal Dynamic Fund Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹25,401 Cr and the Latest NAV as of 26 Oct 2021 is ₹15.73.
The Motilal Oswal Dynamic Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Exit load of 1%, if redeemed within 1 year....Read more
Investment Objective
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives as well
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.
...Read more
Fund benchmarkCRISIL Hybrid 50+50 Moderate Index
descriptionScheme Information Document(SID)
Fund house contact details
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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
E-mail
[email protected]
Website
NA
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,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	16.4%	11.5%	9.3%	9.3%
Category average	24.8%	9.3%	9.1%	NA
Rank with in category	23	13	7	NA

Name	Sector	Instrument	Assets
Larsen & Toubro Ltd.	Construction	Equity	8.9%
ICICI Bank Ltd.	Financial	Equity	8.0%
ITC Ltd.	FMCG	Equity	5.7%
Sundaram Finance Ltd.	Financial	Debenture	4.2%
State Bank of India	Financial	Equity	3.8%
Bajaj Finance Ltd.	Financial	Debenture	3.6%
Housing Development Finance Corpn. Ltd.	Financial	Debenture	3.4%
HDFC Bank Ltd.	Financial	Equity	3.3%
SBI Cards & Payments Services Ltd.	Financial	Equity	3.3%
SBI Life Insurance Company Ltd.	Financial	Equity	3.3%

Rating	3
Fund size	₹1,185.75 Cr

Rank (total assets)	#19 in India
Total AUM	25,401.41 Cr