scripbox logo
  • Mutual Funds
  • Motilal Oswal Asset Management Co. Ltd
  • Motilal Oswal Dynamic Fund (Growth)

Formerly Motilal Oswal MOSt Foc Dy Eq Reg Gr

Motilal Oswal Dynamic Fund (Growth)

Motilal Oswal Dynamic Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

14.5525

NAV (Jan 21)

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

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

Relative Size

1,207 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
Explore a scientifically created Scripbox plan within this asset class.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only

No single fund can achieve what a plan can. Learn why

info-icon-blue

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.

Low

Moderately Low

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderately High risk

2.21 %

Expense Ratio

Sep 27, 2016

Launched (5y ago)

₹ 1,207

AUM in Crores

INF247L01585

ISIN

No Lock-in

Lock-in

CRISIL Hybrid 50+50 - Moderate TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Abhiroop Mukherjee

Fund Manager

user-avatar

Akash Singhania

Fund Manager

calculator

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.

build-long-item-wealth-img

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

Quant Multi Asset Fund (G)

Quant Multi Asset Fund (G)

Multi Asset Allocation

20 Years

Age

5

Track Record

HDFC Hybrid Debt fund (G)

HDFC Hybrid Debt fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

amc-icon

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 23,390 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 7 hybrid funds.

amc-img

  • tel-amc-about
    022-39804263
  • mail-amc-about
    mfservice@motilaloswal.com
  • Motilal Oswal Multicap 35 Fund (G)

    Motilal Oswal Multicap 35 Fund (G)

    Diversified

    Recommended

    Top Ranked

    ₹ 11,999 Cr

    Fund Size

    4.3%

    3Y returns

    Motilal Oswal Long Term Equity Fund (G)

    Motilal Oswal Long Term Equity Fund (G)

    Tax Saving

    Recommended

    Top Ranked

    ₹ 1,910 Cr

    Fund Size

    4.9%

    3Y returns

    Motilal Oswal Long Term Equity Fund (DP-A)

    Motilal Oswal Long Term Equity Fund (DP-A)

    Tax Saving

    Top Ranked

    ₹ 1,910 Cr

    Fund Size

    4.2%

    3Y returns

    Motilal Oswal Multicap 35 Fund (DP-A)

    Motilal Oswal Multicap 35 Fund (DP-A)

    Diversified

    Top Ranked

    ₹ 11,999 Cr

    Fund Size

    2.8%

    3Y returns

    Motilal Oswal Multicap 35 Fund (DR-A)

    Motilal Oswal Multicap 35 Fund (DR-A)

    Diversified

    Top Ranked

    ₹ 11,999 Cr

    Fund Size

    2.8%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

    How to invest in Scripbox Mutual Funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    choose long term plan

    Choose a plan

    Choose a plan to invest to start investing

    create account

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund

    invest online

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    track investments

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    scripmark
    The Scripbox Promise

    Scripbox has helped over 2500 people become millionaires in the last 7 years

    Start Investing Now
    fund selection

    Fund Selection

    You'll never have to worry about what funds to choose. We'll suggest what's best for you.

    continuous monitoring

    Continuous monitoring & alerts

    We will track our recommendations and suggest changes & fund exists whenever required.

    call assistance

    All week call assistance

    Our customer champions are available 7 days a week from 8AM to 8PM.

    annual reviews

    Annual reviews & rebalances

    We review your investments and make course corrections every year to make the best out of your investments

    About Motilal Oswal Dynamic Fund (G)

    About Motilal Oswal Dynamic Fund (G)

    Motilal Oswal Dynamic Fund (G) is a dynamic asset allocation or balanced advantage hybrid fund and has delivered an annualised return of 9.2% 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, Akash Singhania

    Motilal Oswal Dynamic Fund (G) 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. However, there is no assurance that the objective of the scheme will be realized.

    Motilal Oswal Dynamic Fund (G) NAV,AUM,Risk

    The Motilal Oswal Dynamic Fund (G) fund was launched on Sep 27, 2016. The NAV (Net Asset Value) of this dynamic asset allocation or balanced advantage hybrid as of 2021-01-21 is ₹ 14.5525. The total AUM (Asset Under Management) of the fund as of 2021-01-21 is ₹ 1206.966. The category risk of the Motilal Oswal Dynamic Fund (G) fund is Moderately High risk. The fund charges 2.21 % as expense ratio.

    Motilal Oswal Dynamic Fund (G) Holdings

    The fund’s highest allocation is towards others and has invested 48.9% in this asset class. The top three holdings of the fund are housing development finance corporation limited,8.90 % tamil nadu sdl 2022 and 08.48 ka sdl 2022

    Motilal Oswal Dynamic Fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Motilal Oswal Dynamic Fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 50+50 - Moderate TR INR

    Motilal Oswal Dynamic Fund (G) Review

    Motilal Oswal Dynamic Fund (G) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Motilal Oswal Dynamic Fund (G) has a score of 4 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

    filter
    Show Calculator