Motilal Oswal Dynamic Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil Balanced Fund Aggressiv
Scheme AUM (in Crs.)
₹ 1693.32
Expense Ratio
1.3%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 18599
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
12.1725
(0.32 %)
NAV as on 2019-01-15
Returns
Fund
Motilal Oswal Dynamic Fund Direct Plan
1 Year
-0.6%
3 Year
6.13%
AMC Details
amc launch date
Launch Date
29 Dec 2009
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 39804263
amc address
Address
, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-15) days. No Exit load, if redeemed after 15 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
Suitability
This product is suitable for
• Long term capital appreciation
• Investment in equity, derivatives and debt instruments
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,990
Portfolio Value
-10
Total Returns