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HYBRID•DYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE

Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)

3 Year return

9.86%
NAV on December 19, 2025
21.8835
1D Returns
-0.04%
Launched on September 2016(9 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
16.75%₹603
Total Value ₹4,203

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹936.52 Cr.
Expense Ratio
1% (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

ARQ Rating
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 Aug 2024

AM

Atul Mehra

Fund Manager since Oct 2024

NS

Niket Shah

Fund Manager since Mar 2018

RS

Rakesh Shetty

Fund Manager since Dec 2024

SS

Sunil Sawant

Fund Manager since Aug 2024

SM

Swapnil Mayekar

Fund Manager since Nov 2025

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Asset management company

AUM
₹1,27,837.28 Cr.
No. of Schemes
101
Setup Date
November 2008

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Balanced Advantage Fund18.086%
4
Baroda BNP Paribas Balanced Advantage Fund14.8888%
3
ICICI Prudential Balanced Advantage Fund14.0109%
5

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

About Motilal Oswal Dynamic Fund (MOFDYNAMIC) Direct Plan Growth

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
7.8737%
Expense Ratio
1%
Fund Manager
Ajay Khandelwal
Fund Size
₹936.52 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

NameMotilal Oswal Mutual Fund
Launch DateNovember 2008
Address10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025
Contact91-2240548002 8108622222
Emailamc@motilaloswal.com
Websitehttps://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

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 December 19, 2025, is ₹21.8835
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 ₹936.52 crore.
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%
The Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) was launched on September 06, 2016. The fund has delivered a CAGR of undefined since inception.
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.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,203 in 3Y at 9.8577% returns
SIP Date1st of every month

Your next SIP Payment will be on 21 January 2026

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