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Motilal Oswal Dynamic Fund Review

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Motilal Oswal Dynamic Fund

About Motilal Oswal Midcap Mutual Fund 

Motilal Oswal mutual fund is a public limited company incorporated on 14th Nov 2008 under the Companies Act, 1956. It undertakes several business activities including advisory and management services to off-shore funds, exchange of research on a commercial basis and financial consultancy, etc as subject to receipt of necessary regulatory approvals of Trustees. They also offer a range of products and services like investment activities, loan against shares, broking and distribution, investment banking, private equity, and institutional equities. The registered office is in Mumbai.  

About Motilal Oswal Dynamic Fund 

Motilal Oswal Dynamic Fund is a hybrid mutual fund scheme that was launched by Motilal Oswal mutual fund. Later on, it was launched on 21st Sept 2016 to its investors. Currently, the fund is managed by Abhiroop Mukherjee, and Siddharth BothraTalking about AUM, it is of INR 1285 Cr, and the latest NAV is INR 13.06 (dated as of 15th Jan 2020). The fund growth is rated moderately high risk. The minimum SIP investment is INR 500. Exit load of 1% only if redeemed within a span of 15 days.  

Investment Objective 

The objective of the investment is to generate long-term capital-appreciation by investing in equity & equity-related instruments that includes equity derivatives & debt instruments. But there can be no guarantee or assurance that the objective of the investment will be achieved.  

Tax Implications 

Returns are taxed at 15% only if you redeem before a year. After a year, you need to pay Long-Term Capital Gain tax of 10% on returns of INR 1 Lakh+ in a financial year.  

Top Holdings

Top Holdings Weightage
Future on Bajaj Finance Ltd 8.35%
Bajaj Finance Ltd 8.32%
Future on United Spirits ADR 7.94%
United Spirits Ltd 7.91%
Future on Housing Development Finance Corp Ltd 7.52%
Housing Development Finance Corp Ltd 7.46%
Kotak Mahindra Bank Ltd 7.21%
HDFC Bank Ltd 6.93%
Asian Paints Ltd 6.25%
Hindustan Unilever Ltd 5.98%

 

How to Invest in Motilal Oswal Dynamic Fund with Gulaq?  

Motilal Oswal Dynamic fund investment is not a fuss, especially with Gulaq. With hassle-free and paperless documentation, the summing-up of your investment journey becomes easy. All you need to do is sign-in at gulaq.com. Check your KYC for FREE.    

  • Select the Sundaram Diversified Equity Dividend Fund   
  • Fetch the amount you are willing to invest (either SIP or Lumpsum)  
  • Hit ‘Invest Now’  

*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

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