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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.
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
Moderately High risk
2.22%
Expense Ratio
27th Sep, 2016
Launched (4y ago)
₹
1,139
AUM in Crores
INF247L01627
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 50+50 - Moderate TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Abhiroop Mukherjee
Fund Manager
Akash Singhania
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of 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
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better
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
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Scripbox has helped over 2500 people become millionaires in the last 7
years
You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
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We will track our recommendations and suggest changes fund exists
whenever required.
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About Motilal Oswal Dynamic Fund (Dividend Reinvestment - Annually)
About Motilal Oswal Dynamic Fund (Dividend Reinvestment - Annually)
Motilal Oswal Dynamic Fund (Dividend Reinvestment - Annually) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 6.91% over a period of 4 years.
The fund was previously known as Motilal Oswal MOSt Foc Dy Eq Reg Ann DR.
The fund is managed by Motilal Oswal Asset Management Co. Ltd.
The fund managers are Abhiroop Mukherjee, Akash Singhania.
Motilal Oswal Dynamic Fund (Dividend Reinvestment - Annually) 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 (Dividend Reinvestment - Annually) NAV, AUM and Risk
The fund was launched on 2016-09-27. The NAV of the fund as of 2020-10-30 is ₹ 12.69. The total AUM of the fund as of 2020-10-30 is ₹ 1,139 Cr. The category risk of the fund is Moderately High risk
The fund charges 2.22 % as expense ratio.
Motilal Oswal Dynamic Fund (Dividend Reinvestment - Annually) Holdings
The fund’s highest allocation is towards others and has invested 47.09% in this asset class.
The top three holdings of the fund are net receivables / (payables), collateralized borrowing & lending obligation and future on icici bank ltd.
Motilal Oswal Dynamic Fund (Dividend Reinvestment - Annually) 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 (Dividend Reinvestment - Annually) 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.
