HYBRID•DYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)
3 Year return
4.26%
NAV on August 16, 2026
22.0943
1D Returns
0%
Launched on September 2016(10 years)
Investment Details
₹500
Minimum SIP Amount
₹500
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
6.86%₹247
Total Value ₹3,847
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹733.99 Cr.
Expense Ratio
1.58% (inclusive of GST)
Exit Load
1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment.
Ratings
1
Ratings by other agencies
Value Research
1
Crisil
0
Morning Star
2
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Motilal Oswal Mutual Fund Manager
AK
Ajay Khandelwal
Fund Manager since Dec 2023
AA
Ankit Agarwal
Fund Manager since Aug 2025
AM
Atul Mehra
Fund Manager since Oct 2024
NS
Niket Shah
Fund Manager since Mar 2018
RS
Rakesh Shetty
Fund Manager since Sep 2024
SJ
Sandeep Jain
Fund Manager since Jan 2026
SS
Sunil Sawant
Fund Manager since Jul 2024
SM
Swapnil Mayekar
Fund Manager since Sep 2024
Fund House Details
Motilal Oswal Mutual Fund
Asset management company
AUM
₹1,53,489.01 Cr.
No. of Schemes
111
Setup Date
November 2008
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| HDFC Balanced Advantage Fund | 13.717% | 4 |
| Baroda BNP Paribas Balanced Advantage Fund | 13.7994% | 3 |
| ICICI Prudential Balanced Advantage Fund | 12.9678% | 5 |
Schemes by Motilal Oswal Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Motilal Oswal Dynamic Fund (MOFDYNAMIC) Direct Plan Growth is a hybrid fund managed by Motilal Oswal Asset Management Company. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund.
Hybrid funds are a type of mutual fund that invests in a combination of equity and debt instruments. This type of fund can be a good option for investors who want to balance the risk and return of their investments.
Motilal Oswal Dynamic Fund (MOFDYNAMIC) Direct Plan Growth invests in a diversified portfolio of equity and debt instruments. The fund aims to generate returns that are higher than the returns offered by traditional asset classes such as bank deposits and fixed income securities.
Investment Objectives of the Scheme
The investment objective of Motilal Oswal Dynamic Fund (MOFDYNAMIC) Direct Plan Growth is to generate returns that are higher than the returns offered by traditional asset classes such as bank deposits and fixed income securities by investing in a diversified portfolio of equity and debt instruments.
Key Features of The Fund
5-year return
6.2144%
Expense Ratio
1.58%
Fund Manager
Ajay Khandelwal
Fund Size
₹733.99 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
Motilal Oswal Dynamic Fund (MOFDYNAMIC) Direct Plan Growth is a good option for investors who are looking for a balanced investment that can generate both income and capital growth. The fund is also a good option for investors who are not comfortable with the high risk of equity funds.
However, the fund is not suitable for investors who are looking for a short-term investment. The fund is a long-term investment and you should only invest in the fund if you do not need the money for at least 5 years.
AMC Contact Details
| Name | Motilal Oswal Mutual Fund |
| Launch Date | November 2008 |
| Address | 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025 |
| Contact | 91-2240548002 8108622222 |
| amc@motilaloswal.com | |
| Website | https://www.motilaloswalmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) on August 16, 2026, is ₹22.0943
What is the AUM of Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC), is ₹733.99 crore.
What is the expense ratio of Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) is 1.58%
What are the returns of Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) since inception?
The Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) was launched on September 06, 2016. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) is ₹500.
How do I invest in Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹3,847 in 3Y at 4.2619% returns
SIP Date1st of every month
Your next SIP Payment will be on 17 September 2026
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