Overview (as on 04 Aug 2021)

NAV

₹16.2725

1y returns

16.339%

Fund AUM

₹1,229 Cr

Expense Ratio

0.98%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
56.06%
Industrials
11.30%
Consumer
8.88%
Tech
7.80%
Defensive
6.99%
Health
4.52%
Basic Materials
3.00%
Communication
1.44%
Size Breakup
Large Cap
87.70%
Mid Cap
12.30%

Key Metrics

Yield to Maturity 

3.86%

Modified Duration 

0.36 yr

Sharpe Ratio 

0.0

Std deviation 

0.0%

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
Motilal Oswal Dynamic Fund Direct Plan Growth Option
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
27 September, 2016
Fund Manager
Akash Singhania
Fund House Details
Fund House
Motilal Oswal Asset Management Co. Ltd
Email
mfservice@motilaloswal.com
Phone
+912222816161
Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,

Other Related Plans

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Motilal Oswal Dynamic Fund Direct Plan Growth O...

NAV

₹16.2725

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Akash Singhania
Akash Singhania

leader

Qualifications
B.Com(H), CA,& PGDBM (IIM-L)
Work Experience
"Mr. Singhania currently works as a Fund Manager for Motilal Oswal Asset Management Company Limited. He has over 13 years of experience with 11 years in Fund Management. Prior to joining Motilal Oswal AMC, he was associated with DHFL Pramerica AMC as Deputy CIO Equities, Deutsche AMC - DWS Mutual Fund as Head of Equities and ICICI Prudential AMC as Senior Analyst - PMS. In his formative years he was associated with Ernst&Young, KPMG and PWC. Mr. Singhania has a PGDM (MBA) Finance & Marketing from IIM Lucknow, Chartered Accountancy in Accounting & Auditing from ICAI and is a qualified Company Secretary - Corporate Laws & Taxation from ICSI."
Abhiroop Mukherjee
Abhiroop Mukherjee

manager

Work Experience
"null"

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