Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option
Category: Hybrid: Dynamic Asset Allocation
Launch Date: 27-09-2016
AUM:
₹ 1,233.45 Cr
Expense Ratio
2.17%
Benchmark
CRISIL Hybrid 50+50 Moderate TRI
ISIN
INF247L01601
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 - Annual Dividend Payout Option | 29.26 | 11.54 | 10.73 |
| 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
15.7459
Last change
0.17 (1.1012%)
Fund Size (AUM)
₹ 1,233.45 Cr
Performance
10.07% (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 | 22.03 |
| ZF Commercial Vehicle Control Systems India Ltd. | 9.64 |
| Samvardhana Motherson International Ltd. | 9.6 |
| Star Health and Allied Insurance Company Ltd. | 8.58 |
| FSN E-Commerce Ventures Ltd. | 8.16 |
| Religare Enterprises Ltd. | 6.58 |
| Fino Payments Bank Ltd. | 5.21 |
| L&T Technology Services Ltd. | 4.88 |
| Dreamfolks Services Ltd. | 4.49 |
| Piramal Enterprises Ltd. | 4.1 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Others | 24.15 |
| Automobile | 19.24 |
| Services | 14.57 |
| Insurance | 9.62 |
| Technology | 8.26 |
| Healthcare | 5.17 |
| Financial | 4.41 |
| Capital Goods | 3.36 |
| Communication | 3.03 |
| Construction | 3.0 |