Motilal Oswal Dynamic Fund - Regular Plan - Growth Option - Latest NAV ₹13.9945, Returns, Performance & Portfolio

Motilal Oswal Dynamic Fund - Regular Plan - Growth Option

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Min amount: ₹500

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years--
3 Years5.95%
1 Year6.92%
6 Months21.44%
Fund Details
RiskModerately High risk
Fund TypeDynamic Asset Allocation
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Future on Axis Bank Ltd8.55%
Axis Bank Ltd8.54%
Future on ICICI Bank Ltd8.33%
ICICI Bank Ltd8.3%
Future on ITC Ltd6.34%
ITC Ltd6.33%
Reliance Industries Ltd4.95%
Housing Development Finance Corporation Limited4.61%
HDFC Life Insurance Co Ltd4.55%
HDFC Bank Ltd4.13%

About Motilal Oswal Dynamic Fund

Being an open-ended fund, the scheme seeks to generate long term capital appreciation by investing in equity related instruments and equity including debt instruments as well as derivatives.

Pros and Cons of Motilal Oswal Dynamic Fund

This scheme is suitable for those who are seeking: 1. Long term capital appreciation. 2. The fund is invested predominantly in equity and equity related instruments. 3. The earnings, price and dividends yield of Nifty 50 index are calculated based on Motilal Oswal Value Index.

Fund Information and Statistics of Motilal Oswal Dynamic Fund

Inception/ Launch Date

Motilal Oswal Dynamic Fund was launched on 27 September 2016 by Motilal Oswal Mutual Fund.

Risk Level

The scheme has moderately high level of risk. Investment in this scheme involves settlement risk, liquidity risk, trading volumes with the loss of the principal amount. As the price, interest rate and value of the securities may fluctuate, the value of the investment go up and down depending on various factors affecting the capital market.


The dispatch of redemption proceeds within 10 business days from the date of receipt of redemption request of the unit holders.

Fund Manager

Mr.Gautam Sinha Roy since November 2016, Mr. Abhiroop Mukherjee and Ms.Snigdha Sharma since July 2018 are the fund managers of Motilal Oswal Dynamic Fund.

Entry/ Exit Load

The entry load for investing in this scheme is NIL. The exit load of 1% is applicable if redeemed on or before 15 days from the date of allotment. If redeemed after 15 days the exit load is NIL.

Tax benefits of investing in Motilal Oswal Dynamic Fund

The Short-term capital gain tax of 15% is levied if sold before one year from the date of allotment. Long-term capital gain, in excess of Rs 1 lakh, are taxed at 10% if sold after one year. Dividend distribution tax is applicable. 10% tax will be deducted at source for dividends.

About Motilal Oswal Dynamic Fund

Motilal Oswal Mutual Fund was set up by Motilal Oswal Financial Services. This fund house has schemes across equity, hybrid and debt categories. Both return and risk are the quantitative measures and is a composite score factor of the fund. "

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Frequently Asked Questions

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Start your investment

Min amount: ₹500

Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns