• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Dynamic Fund (Growth)

Formerly Motilal Oswal MOSt Foc Dy Eq Reg Gr

Motilal Oswal Mutual Fund

Motilal Oswal Dynamic Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

14.0137

NAV (Jun 27)

4.4%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.

Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Track Record

6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

864 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Scripbox Recommended Equity Funds

Want the large cap equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.0137

NAV (Jun 27)

Fund Returns

Last 1Y

-6.9%

Last 3Y

3.9%

Last 5Y

4.4%

Last 10Y

NA

Since Inception

5.9%

6 Month CAGR

-9%

Scheme Information

Investment Objective

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

Expense Ratio

2.41

Launched (6y ago)

Sep 27, 2016

AUM in Crores

863.929

ISIN

INF247L01585

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 50+50 - Moderate TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Santosh Singh

Fund Manager

Siddharth Bothra

Fund Manager

Abhiroop Mukherjee

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-06-27

Top Stock Holdings

net receivables / (payables)

18%
18%

future on nifty 50 index

14.6%
14.6%

364 Days Treasury Bill 17-11-2022

5.6%
5.6%

sbi cards and payment services ltd ordinary shares

4.9%
4.9%

sbi life insurance company limited

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

31.1%
31.1%

industrials

8.5%
8.5%

consumer cyclical

8.2%
8.2%

technology

7.7%
7.7%

healthcare

3.7%
3.7%
See all sectors

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 26,882 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 9 hybrid funds.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    19.6%

    20.7%

    3.9%

    5.9%

    -

    11.1%

    -

    13.6%

    3.5%

    3.9%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Motilal Oswal Dynamic Fund (G) Review

    Motilal Oswal Dynamic Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 5.9% over a period of 5 years. The fund was previously known as Motilal Oswal MOSt Foc Dy Eq Reg Gr. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Abhiroop Mukherjee, Santosh Singh, Siddharth Bothra.

    Nav of Motilal Oswal Dynamic Fund (G) as of 6/27/2022 is ₹14.01 with the total AUM as of 6/28/2022 is ₹863.929. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Dynamic Fund (G) was launched on Sep 27, 2016. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Motilal Oswal Dynamic Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Motilal Oswal Dynamic Fund (G)?

    Motilal Oswal Dynamic Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Motilal Oswal Dynamic Fund (G)?

    You can invest in Motilal Oswal Dynamic Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Motilal Oswal Dynamic Fund (G)?

    The minimum sip amount for Motilal Oswal Dynamic Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Motilal Oswal Dynamic Fund (G) good to invest in?

    As per Scripbox experts, Motilal Oswal Dynamic Fund (G) is a Neutral fund. You can investMotilal Oswal Dynamic Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Motilal Oswal Dynamic Fund (G)?

    The expense ratio of the Motilal Oswal Dynamic Fund (G) is 2.41% for regular plan.