Rating: ★ ★ ★ ☆ ☆

Motilal Oswal Dynamic Fund Direct Plan Annual Dividend Reinvestment Option



Balanced Advantage


11.17 + 0.1601

as on (27 May, 2020)


1.25 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

0.89 %


CRISIL Hybrid 35+65 - Agg TR INR

Asset Size

1112.07 Cr.

(As of 30 Apr, 2019)


Moderately High


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.

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Fund manager

Gautam Roy

(since 23 Nov, 2016)

Exit load

1 %

(If redeemed within 15 days)

Minimum sip

₹ 500

minimum investment

₹ 500

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.



Housing Development Finance Corp Ltd

7.16 %

Bajaj Finance Ltd

6.2 %

United Spirits Ltd

5.21 %

Bajaj Finance Limited

4.44 %

Sector Allocation

About the Scheme Type

Balanced Advantage

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.


This fund is rated 3 stars by Morning Star Ratings.

★ ★ ★ ☆ ☆

Overview of Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.

Investment philosophy of Motilal Oswal Mutual Fund - ‘Buy Right' means buying quality companies at a reasonable price and 'Sit Tight' means staying invested in them for a longer time to realise the full growth potential of the stocks.

It is a known fact that good quality companies are in business for decades but views about these companies change every year, every quarter, every month and sometimes every day! While many of you get the first part of identifying good quality stocks, most don’t stay invested for a long enough time. The temptation to book profits at 25% or 50% or even 100% returns in a 1 to 3 year period is so natural that you miss out on the chance of generating substantial wealth that typically happens over the long term; say a 10 year period.

‘Buy Right : Sit Tight’ philosophy emerged from the expertise of our sponsor Motilal Oswal Securities Ltd. that experience in equity market research and advisory since 1987. This philosophy drives all of Motiwal Oswal’s equity products and offerings; be it Mutual Fund or Portfolio Management Services.