Formerly Motilal Oswal Dynamic Reg Qt DP
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
5 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
1,252 Cr. Small within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
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 to Moderate
Moderately High risk
Sep 27, 2016
Launched (5y ago)
AUM in Crores
CRISIL Hybrid 50+50 - Moderate TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 93,338||5.00%|
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.
Comparison with Hybrid Funds
About the AMC
Motilal Oswal Asset Management Co. Ltd
Motilal Oswal Asset Management Co. Ltd manages assets worth 24,664 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.
₹ 11,872 Cr
₹ 1,618 Cr
₹ 2,048 Cr
₹ 2,162 Cr
₹ 2,048 Cr
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Motilal Oswal Dynamic Fund of Income Distribution cum cptl wdrl (D-Q) is a dynamic asset allocation or balanced advantage hybrid fund and has delivered an annualised return of 7.1% over a period of 5 years .The fund was previously known as Motilal Oswal Dynamic Reg Qt DP.The fund is managed by Motilal Oswal Asset Management Co. Ltd.The fund managers are Abhiroop Mukherjee, Akash Singhania
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.
The Motilal Oswal Dynamic Fund of Income Distribution cum cptl wdrl (D-Q) fund was launched on Sep 27, 2016. The NAV (Net Asset Value) of this dynamic asset allocation or balanced advantage hybrid as of 2021-05-06 is ₹ 11.7211. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 1251.875. The category risk of the Motilal Oswal Dynamic Fund of Income Distribution cum cptl wdrl (D-Q) fund is Moderately High risk. The fund charges 2.2 % as expense ratio.
The fund’s highest allocation is towards others and has invested 53.4% 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
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.
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 of Income Distribution cum cptl wdrl (D-Q) 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 of Income Distribution cum cptl wdrl (D-Q) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.