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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 · 2.39%Inception · 05-09-2016
NAV
₹18.60
+1.01% · as of 15-07-2026
Since inception
6.50%
CAGR
Benchmark (inception)
11.14%
CAGR
Fund size
₹733 Cr
AUM
Expense ratio
2.39%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +6.50% CAGR vs benchmark +11.14%.
Portfolio
Where the money is invested
Top holdings
Net Receivables / (Payables)14.33%
Shaily Engineering Plastics Limited6.03%
ZOMATO LIMITED EQ5.64%
NTPC LIMITED EQ4.69%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.43%
Coforge Limited4.38%
Kotak Mahindra Bank Limited3.90%
ICICI Prudential Asset Management Company Limited3.83%
TORRENT PHARMACEUTICALS LIMITED EQ NEW FV RS.5/-3.71%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-3.71%
Sector allocation
Financial Services16.95%
Capital Goods12.10%
Healthcare7.42%
Consumer Services5.64%
Power4.69%
Telecommunication4.43%
Information Technology4.38%
Automobile and Auto Components2.89%
Chemicals2.59%
Construction Materials2.47%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 6.5% p.a.₹10,000
10 years
Projected value
₹16,93,153
Invested: ₹12,00,000
Gained: ₹4,93,153
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. Atul Mehra, Mr. Sandeep Jain, Mr. Ankit Agarwal, 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
₹11.04
1Y
+7.4%
3Y
+0.0%
5Y
+0.0%
ICICI Pru Balanced Advtg Gr
₹77.81
1Y
+5.1%
3Y
+11.5%
5Y
+10.8%
ABSL Balanced Advtg Reg Gr
₹112.12
1Y
+4.5%
3Y
+11.2%
5Y
+9.7%
DSP Dynamic Asset Allocation Reg Gr
₹28.81
1Y
+4.3%
3Y
+10.4%
5Y
+8.2%
Bank Of India Balanced Advantage Fund Reg Gr
₹26.01
1Y
+4.1%
3Y
+8.8%
5Y
+10.1%
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