Motilal Oswal Dynamic (Hybrid, Hybrid Dynamic Asset Allo)

Moderately High
2 yrs 6 monthsStarted on:27 Sep 2016
₹ 1620.17 Cras on: 22 Mar 2019
Medium Horizon
1.90%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

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Tenure

TenureReturns (CAGR)
YTD2.09
1 Month3.51
3 Month2.44
1 YR2.33
2 YR7.16

SIP Returns

TenureReturns (CAGR)
1 YR3.16
2 YR3.4

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.8.12
Bajaj Finance Ltd.7.7
United Spirits Ltd.6.51
HDFC Bank Ltd.4.19
Infosys Ltd.3.95
HDFC Bank Ltd.3.89
Titan Company Ltd.3.42
Housing Development Finance Corpn. Ltd. 31/08/2020 8.50%3.08
Tata Sons Ltd. 02/03/2020 7.90%3.06
Bajaj Finance Ltd. 29/06/2020 7.84%3.05

Top Sectoral Holdings

Sector Name% Assets
Financial20.08
Technology5.79
Automobile5.59
Construction3.25
Energy3.02
FMCG2.62
Cons Durable2.46
Healthcare2.04

Indicators

LabelValue
Portfolio turnover ratio350

Gautam Sinha Roy,Snigdha Sharma

Mr. Roy is MBA, Bachelor of Engineering & CFAMs. Sharma is a MBA (Finance) and B.Tech. (Mechanical)
Has been with Motilal Oswal AMC for the last four years as a Fund Manager.Prior to joining Motilal Oswal AMC she has worked with Axis Capital Ltd. as Vice President - Institutional Equity Research, Fidelity International Ltd. as Equity Research Analyst, Karma Capital Ltd. as Equity Research Analyst and Goldman Sachs India Ltd. as Equity Research Analyst.

Other Funds Managed by Gautam Sinha Roy,Snigdha Sharma