Motilal Oswal Dynamic Fund (MOFDYNAMIC) - Direct Plan - Growth Option

Motilal Oswal Dynamic Fund (MOFDYNAMIC) - Direct Plan - Growth Option of Motilal Oswal Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 4.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.3

Age

NA Years

Fund Manager

Gautam Sinha Roy

AuM (Rs Crores)

1741.1121

Asset Class

Hybrid-Equity

Net Asset Value:

12.1764

Rating

4

Exit Load

0.01

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Fund Type

Balanced

SEBI Category

Dynamic Asset Allocation or Balanced Advantage

Turnover Ratio(Monthly)

3.96 Times

Fund Manager Details:

Gautam Sinha Roy B.E(Honors) from Jadavpur University, Kolkata and PGDM from IIM-Calcutta. Mr.Roy has close to 11 years of experience in the fund management and investment research from April 214 onwards Motilal Oswal Securities Ltd..- Vice President from January 213 to March 214 IIFL Capital Pvt. Ltd.- Investment Analyst from December 28 to December 212 Mirae Asset Global Investments (India) Pvt. Ltd. Designation - Investment Analyst from November 27 to November 28 Edelweiss Capital Ltd.- Senior Manager - Research from October 25 to October 27 Genpact Ltd.- Assistant Manager from January 24 to October 25 Benntt, Coleman & Co. Ltd.- Deputy Manager from June 23 to December 23 Motilal Oswal Asset Management Company Ltd.

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 InvITs. However , there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Top Holdings:

  • Finance (19.3)
  • Automobile (12.13)
  • IT - Software (9.25)
  • Banks (5.35)
  • Alcoholic Beverages (4.93)
  • Gas Distribution (2.97)
  • Pharmaceuticals (2.84)
  • Diamond
  • Gems and Jewellery (2.8)
  • Insurance (2.27)
  • Refineries (2.15)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition