+91 73377 40002

9AM - 8PM

Asset Size:1112Cr
Expense Ratio:2.17%
Fund Manager(s):Gautam Roy,
5year Returns:1.84%

Motilal Oswal Dynamic Fund - Regular Plan - Growth Option

Motilal Oswal       

Balanced Equity
Dynamic Asset Allocation

Nav : 11.5236 ( -0.51%) May 22nd, 2020

People currently viewing this : 1

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

1.84%

Investment Horizon

>3 Yr

Doubled Money

38yrs 1m

Returns since September 27th, 2016

3.96%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

6.6L

Projected Maturity Amount

63.8L

Motilal Oswal     

Balanced Equity
Dynamic Asset Allocation

Nav : 11.5236 ( -0.51%) May 22nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest more in equity when markets are cheap and lower in equity when are the markets are high. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

6.6L

Projected Maturity Amount

63.8L

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

1.84%

Investment Horizon

>3 Yr

Doubled Money

38yrs 1m

Returns since September 27th, 2016

3.96%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
Motilal Oswal
Launch Date
September 27th, 2016
Expense Ratio
2.17%
Fund Category Risk
Moderate
Std Dev (1Yr)
18.455
Std Dev (3Yr)
11.551
Std Dev (5Yr)
Asset Size
1112Cr
Investment Details
Investment Plan
Growth
Return since Launch
3.96 %
Exit Load
1% if withdrawn within 15 Day(s)
No exit load if withdrawn after 15 Day(s)
YTM
6 %
Modified Duration
0.003
Contact Details
Fund Manager(s)
Phone No.
+91 22 39804263