Motilal Oswal Dynamic Fund - Direct Plan
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.
Suitability
This product is suitable for
• Long term capital appreciation
• Investment in equity, derivatives and debt instruments
Fund Info
Scheme Type
Open-ended
Scheme Category
Dynamic Asset Allocation
Benchmark Type
Crisil Balanced Fund Aggressiv
Scheme AUM (in Crs.)
₹ 1620.17
Expense Ratio
0.93%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 18599
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Dynamic Asset Allocation |
| Benchmark Type | Crisil Balanced Fund Aggressiv |
| Scheme AUM (in Crs.) | ₹ 1620.17 |
| Expense Ratio | 0.93% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 18599 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Bajaj Finance Ltd.
Equity
8.57
Housing Development Finance Corpn. Ltd.
Equity
7.50
Maruti Suzuki India Ltd.
Equity
7.25
HDFC Bank Ltd.
Equity
4.63
Power Finance Corpn. Ltd.
Debenture
4.10
United Spirits Ltd.
Equity
3.98
Ashok Leyland Ltd.
Equity
3.64
Infosys Ltd.
Equity
3.45
Tata Elxsi Ltd.
Equity
2.78
Bank Of Baroda
Bonds
2.76
Asset Allocation(%)
Bonds
9.49
Equity
65.93
Net Receivables
31.99
Bonds/NCDs
3.03
Debenture
12.29
Sector Allocation(%)
Sector
Percent
Technology
6.23
Automobile
5.16
Energy
3.61
Healthcare
2.85
Financial
20.92
Motilal Oswal Mutual Fund
AUM
₹18,599 Cr
About
Motilal Oswal Asset Management Company Ltd. is the appointed Investment Manager to Motilal Oswal Mutual Fund. It was established on December 29th of 2009 and the AMC is registered with SEBI under SEBI (Portfolio Managers) Regulations. Motilal Oswal is one of the most trusted brands in the Indian financial industry and the asset management company provides an array of mutual fund schemes ranging from debt, equity and hybrid.##What makes Motilal Oswal stand out is its investment philosophy, whose aim is, Buy Right: Sit Tight. The AMC has certain primary objectives such as doing quality business and maintaining strong business ethics. They also target to increase the competitive advantage of the business.##They create long term goals and follow the strategy of - buy and hold, which is basically buying securities that they see have an upward potential in long run.
Launch Date
29 Dec 2009
Sponsor
NA
Email
Phone
8108622222
Address
, -
Motilal Oswal Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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