Home>Mutual Funds>Motilal Oswal Mutual Fund>Motilal Oswal Dynamic Fund Regular Growth
shareSHARE

Motilal Oswal Dynamic Fund Regular Growth+0.03%

20.00%
1 Year Return
Hybrid
Balanced Advantage
3.0star
6M
1Y
3Y
All

Fund Details

Motilal Oswal Dynamic Fund Regular Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio2.20%
NAV₹14.39 (20 Apr 2021)
Fund Started21 Sep 2016
Fund Size1,252 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
20.0%
5.8%
-
9.0%
Category Average
26.3%
6.7%
8.4%
-
Rank Within Category
21
9
-
-
*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 20.0% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
1. Higher expense ratio - 2.21%
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
ITC Ltd.FMCGEquity8.7%
ICICI Bank Ltd.FinancialEquity8.2%
Axis Bank Ltd.FinancialEquity8.2%
Larsen & Toubro Ltd.ConstructionEquity5.5%
AU Small Finance Bank Ltd.FinancialEquity5.0%
Tata Capital Financial Services Ltd.FinancialDebenture4.1%
HDFC Bank Ltd.FinancialEquity3.3%
Housing Development Finance Corpn. Ltd.FinancialDebenture3.2%
HDFC Life Insurance Co Ltd.FinancialEquity2.7%
Infosys Ltd.TechnologyEquity2.3%
See All

Fund Managers

Motilal Oswal Dynamic Fund Regular Growth Details

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 21 Sep 2016. 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 ₹1,252 Cr and the Latest NAV as of 20 Apr 2021 is ₹14.39.

The Motilal Oswal Dynamic Fund Regular Growth is rated Moderate 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

Compare Funds

Motilal Oswal Dynamic Fund Regular Growth
VS
search

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,
Loading...
Similar Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India