Motilal Oswal Dynamic Fund Direct Growth-0.63%

3Groww
-0.54%
1 Year Return
Hybrid
Balanced Advantage
3.0 star
6M
1Y
All

Fund Details

Motilal Oswal Dynamic Fund Direct Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio1.24%
NAV12.66 (08 Jul 2019)
Fund Started20 Sep 2016
Fund Size1,290 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Dynamic Fund Direct Growth
-0.5%
NA
NA
8.0%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -0.5% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Age is less than 5 years

    Top Holdings

    NameSectorInstrument% Assets
    Net Receivables/(Payable)Current AssetsNet Receivables/(Payables)12.8%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity7.2%
    Bajaj Finance Ltd.Financial ServicesEquity6.2%
    CBLO(CCIL)Current AssetsMoney Market5.8%
    United Spirits Ltd.Consumer GoodsEquity5.2%
    HDFC Bank Ltd.Financial ServicesEquity4.2%
    Infosys Ltd.ITEquity3.8%
    Larsen & Toubro Ltd.ConstructionEquity3.2%
    IndusInd Bank Ltd.Financial ServicesEquity3.1%
    Max Financial Services Ltd.Financial ServicesEquity2.9%
    See All

    Fund Managers

    addSnigdha Sharma
    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.
    Funds Managed

    Other Details

    Motilal Oswal Dynamic Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was introduced to investors on 20 Sep 2016. Abhiroop Mukherjee, Siddharth Bothra is the Current Fund Manager of Motilal Oswal Dynamic Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹1,290 Cr and the Latest NAV as of 08 Jul 2019 is ₹12.66.

    The Motilal Oswal Dynamic Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. 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

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    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
    NA
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