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Motilal Oswal Dynamic Fund Regular Plan Growth Option

3 yr CAGR
+9.44%
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Regular

Growth

Fund overview

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Net Asset Value

15.4362
aum

AUM (Fund size)

1,144.21 Crore
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Lock-in period

No Lock-in
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Exit Load

1% in 365 days
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Expense ratio

2.21%
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Risk

Moderately High

Top holdings

HoldingsWeightage
Net Receivables / (Payables)37.84%
Larsen & Toubro Ltd8.71%
ICICI Bank Ltd8.55%
Future on ITC Ltd5.58%
Future on ICICI Bank Ltd5.57%
ITC Ltd5.56%
Future on Larsen & Toubro Ltd4.91%
Tata Consultancy Services Ltd4.45%
Sundaram Finance Limited4.34%
State Bank of India4.31%

Calculate returns

Monthly (SIP)
One-Time
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

Top Sectors

About Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated on November 14, 2008. Motilal Oswal Trustee Company Ltd. is the trustee company.

Managers

Abhiroop Mukherjee, Siddharth Bothra

Custodians

Deutsche Bank AG

Address

Motilal Oswal Asset Management Company Limited Motilal Oswal Tower,

Fax Nos.

+91 22 22816161

Telephone Nos.

+91 22 39804263

Homepage

www.motilaloswalmf.com

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About Motilal Oswal Dynamic Fund - Direct Plan - Growth

The main objective of Motilal Oswal Dynamic Fund is to provide investors with capital appreciation in the long run. The asset allocation of this fund is predominantly made towards equity-linked securities. It also invests in debt securities.

Pros and Cons of Motilal Oswal Dynamic Fund - Direct Plan - Growth

Motilal Oswal Dynamic Fund is a well-diversified mutual fund scheme as it invests across both equity and debt instruments. This fund is suitable for those investors who are looking to gain exposure to a balanced portfolio. On the flip side, the fund is vulnerable to market movements, and hence, risk-averse investors will have to be cautious while investing in this fund.

Fund Information and Statistics

i) Inception/Launch Date Motilal Oswal Dynamic Fund was launched on 27 September 2016.

ii) Risk Level Motilal Oswal Mutual Fund has categorised Motilal Oswal Dynamic Fund under the ‘moderately high risk’ category of funds. This fund is riskier than liquid funds while less risky as compared to equity funds.

iii) Redemption Motilal Oswal Dynamic Fund is an open-ended fund, and hence, you can redeem your investment any time.

iv) Fund Manager Mr Akash Singhania is the current fund manager of Motilal Oswal Dynamic Fund.

v) Entry/Exit Load There is no entry load as per the regulations of the Securities and Exchange Board of India (SEBI). An exit load of 1% applies if you redeem your investment within one year of investment. No exit load applies on redemptions made after one year.

About Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund (MOMF) came into the mutual fund industry in the year 2008 by registering with the Securities and Exchange Board of India (SEBI) with Motilal Oswal Trustee Company Limited (MOTCL) and Motilal Oswal Financial Services Limited (MOFSL) as the trustee and sponsor respectively. The assets under management (AUM) of the Motilal Oswal fund house was Rs 19,956.36 crore as of March 2020.

Start your investment
Monthly (SIP)
One-Time
Amount
Estimated value after 3 years

(as per historical returns)

2.09 Lakhs
Min investmentment of ₹500 required
risk

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Frequently Asked Questions

What are Balanced/Hybrid funds?

Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

What is a lock-in period?

It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates

Is KYC necessary for BLACK?

KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.

What is a Mandate (Auto-SIP)?

A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.