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Motilal Oswal Balanced Advantage Fund (MOFDynamic) - Regular Plan - Growth Option

Category: Hybrid: Dynamic Asset Allocation Launch Date: 05-09-2016
AUM:

₹ 743.51 Cr

Expense Ratio

2.85%

Benchmark

CRISIL Hybrid 50+50 Moderate Index

ISIN

INF247L01585

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Mr. Atul Mehra, Mr. Sandeep Jain, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty and Mr. Swapnil Mayekar

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal Balanced Advantage Fund (MOFDynamic) - Regular Plan - Growth Option -4.5 0.57 4.55
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
19.435
Last change
0 (0.0149%)
Fund Size (AUM)
₹ 743.51 Cr
Performance
6.86% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments.

Fund Manager
Mr. Atul Mehra, Mr. Sandeep Jain, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty and Mr. Swapnil Mayekar
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
TRP_010726 9.62
Net Receivables / (Payables) 6.57
ZOMATO LIMITED EQ 4.95
Coforge Limited 4.54
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 4.51
Shaily Engineering Plastics Limited 4.41
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- 3.96
TORRENT PHARMACEUTICALS LIMITED EQ NEW FV RS.5/- 3.91
NTPC LIMITED EQ 3.83
Kotak Mahindra Bank Limited 3.78

Sector Allocation

Sector Holdings (%)
Financial Services 17.32
Capital Goods 13.07
Consumer Services 8.57
Healthcare 7.87
Information Technology 4.54
Telecommunication 4.51
Power 3.83
Construction 3.51
Services 2.3
Automobile and Auto Components 1.36

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal Balanced Advantage Fund (MOFDynamic) Reg Gr 4.55
Unifi Dynamic Asset Allocation Fund Reg Gr 0.0
Baroda BNP Paribas Balanced Advantage Fund Reg Gr 9.8
ABSL Balanced Advtg Reg Gr 9.09
Edelweiss Balanced Advtg Reg Gr 8.18
ICICI Pru Balanced Advtg Gr 10.16
Bandhan Balanced Advtg Reg Gr 6.83
Bank Of India Balanced Advantage Fund Reg Gr 9.35
Mirae Asset Balanced Advantage Fund Reg Gr 0.0
Parag Parikh Dynamic Asset Allocation Reg Gr 0.0