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.
No single fund can achieve what a plan can. Learn why
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.
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.
Motilal Oswal Asset Management Co. Ltd manages assets worth 26,917 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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 2021-08-03 is ₹ 15.3259. The total AUM (Asset Under Management) of the fund as of 2021-08-04 is ₹ 1229.166. The category risk of the Motilal Oswal Dynamic Fund (G) fund is Moderately High risk.
The fund charges 2.23 % as expense ratio.
Motilal Oswal Dynamic Fund (G) Holdings
The fund’s highest allocation is towards others and has invested 46.4% in this asset class. The top three holdings of the fund are tata capital financial services limited,housing development finance corporation limited and rural electrification corporation limited
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 3 out of 5 based on consistency of performance over various years / tenures.
