Motilal Oswal Dynamic Fund (Hybrid, Hybrid Dynamic Asset Allo)

Moderately High
2 yrs 11 monthsStarted on:27 Sep 2016
₹ 1290.2 Cras on: 23 Aug 2019
Medium Horizon
2.22%
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)
YTD1.54
2 YR1.91

SIP Returns

TenureReturns (CAGR)
1 YR0.97
2 YR0.78

Portfolio

Company Name% Assets
Reserve Bank of India 182-D 05/12/201911.4
Housing Development Finance Corpn. Ltd.9.01
United Spirits Ltd.8.89
Bajaj Finance Ltd.8.34
HDFC Bank Ltd.5.7
HDFC Bank Ltd.5.41
Titan Company Ltd.5
ICICI Bank Ltd.4.16
Housing Development Finance Corpn. Ltd. 31/08/2020 8.50%3.91
Axis Bank Ltd. 06/12/20193.79

Top Sectoral Holdings

Sector Name% Assets
Financial23.13
Technology4.4
Automobile3.2
FMCG3.17
Construction3.03
Cons Durable2.94
Chemicals2.59
Textiles1.41
Healthcare0.64

Indicators

LabelValue
Portfolio turnover ratio357

Akash Singhania

Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.
Prior to joining Motilal Oswal Mutual Fund, He was associated with PGIM India as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02).

Other Funds Managed by Akash Singhania