Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Category: Hybrid: Dynamic Asset Allocation
Launch Date: 05-09-2016
AUM:
₹ 1,247.43 Cr
Expense Ratio
2.18%
Benchmark
CRISIL Hybrid 50+50 Moderate TRI
ISIN
INF247L01585
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
1000
Fund Manager
Ankush Sood, Santosh Singh, Rakesh Shetty
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | 25.69 | 10.2 | 9.93 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
19.2982
Last change
0.1 (0.5203%)
Fund Size (AUM)
₹ 1,247.43 Cr
Performance
8.94% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives as well as debt instruments.
Fund Manager
Ankush Sood, Santosh Singh, Rakesh Shetty
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 20.65 |
| Star Health and Allied Insurance Company Ltd. | 9.23 |
| Samvardhana Motherson International Ltd. | 9.02 |
| FSN E-Commerce Ventures Ltd. | 7.2 |
| Religare Enterprises Ltd. | 6.56 |
| ZF Commercial Vehicle Control Systems India Ltd. | 6.23 |
| Fino Payments Bank Ltd. | 5.53 |
| L&T Technology Services Ltd. | 5.02 |
| Dreamfolks Services Ltd. | 4.82 |
| Piramal Enterprises Ltd. | 4.5 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Others | 21.87 |
| Services | 15.33 |
| Automobile | 15.25 |
| Insurance | 10.79 |
| Technology | 8.55 |
| Healthcare | 6.79 |
| Financial | 4.84 |
| Construction | 4.53 |
| Capital Goods | 4.06 |
| Communication | 2.88 |