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Motilal Oswal Mutual Fund · Hybrid: Dynamic Asset Allocation
Motilal Oswal Balanced Advantage Fund (MOFDynamic) - Regular Plan - Growth Option
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.
Mixed AssetBenchmark · CRISIL Hybrid 50+50 Moderate IndexTER · 2.84%Inception · 05-09-2016
NAV
₹19.43
+0.49% · as of 13-10-2026
Since inception
6.79%
CAGR
Benchmark (inception)
10.88%
CAGR
Fund size
₹712 Cr
AUM
Expense ratio
2.84%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +6.79% CAGR vs benchmark +10.88%.
Portfolio
Where the money is invested
Top holdings
TRP_0107269.62%
ZOMATO LIMITED EQ4.95%
Coforge Limited4.54%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.51%
Shaily Engineering Plastics Limited4.41%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-3.96%
TORRENT PHARMACEUTICALS LIMITED EQ NEW FV RS.5/-3.91%
NTPC LIMITED EQ3.83%
Kotak Mahindra Bank Limited3.78%
INDUSIND BANK LIMITED EQ3.64%
Sector allocation
Financial Services17.32%
Capital Goods13.07%
Consumer Services8.57%
Healthcare7.87%
Information Technology4.54%
Telecommunication4.51%
Power3.83%
Construction3.51%
Services2.30%
Automobile and Auto Components1.36%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 6.8% p.a.₹10,000
10 years
Projected value
₹17,20,670
Invested: ₹12,00,000
Gained: ₹5,20,670
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Ankit Agarwal, Mr. Sandeep Jain, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
139870
ISIN (Growth)
INF247L01585
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Dynamic Asset Allocation funds
Unifi Dynamic Asset Allocation Fund Reg Gr
₹11.27
1Y
+7.8%
3Y
+0.0%
5Y
+0.0%
ABSL Balanced Advtg Reg Gr
₹110.43
1Y
+3.2%
3Y
+9.8%
5Y
+8.2%
Parag Parikh Dynamic Asset Allocation Reg Gr
₹11.63
1Y
+1.9%
3Y
+0.0%
5Y
+0.0%
Bandhan Balanced Advtg Reg Gr
₹24.81
1Y
+1.7%
3Y
+7.8%
5Y
+6.1%
Baroda BNP Paribas Balanced Advantage Fund Reg Gr
₹24.83
1Y
+1.3%
3Y
+9.7%
5Y
+8.3%
Want a personalised recommendation?
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