₹14.73 0.0333%
28-03-202434.53%
Min. SIP ₹500
Min. Investment ₹500
Monthly SIP Target Amount
Net Profit ₹ 5,000
+Invested Amt. ₹ 10,000
=Total Wealth ₹ 15,000
If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be
Start SIPThis Fund | Category Avg. | Benchmark | |
---|---|---|---|
1W | 2.15% | 1.44% | 1.3% |
1M | -0.79% | -0.2% | -0.34% |
3M | 1.62% | 3.83% | 2.35% |
6M | 2.84% | 11.25% | 12.6% |
1Y | 34.53% | 25.44% | 31.74% |
2Y | 14.12% | 13.24% | 14.9% |
3Y | 9.86% | 12.01% | 16.45% |
5Y | 10.06% | 11.52% | 15.42% |
ALL | 9.34% | 11.5% | 14.05% |
Check out what are trolling and rolling returns of this fund ?
Check NowCheck Free KYC
Equity60.23% Debt17.04% Others22.73%
Financial
Services
Automobile
Insurance
Technology
Star Health and Allied Insurance Company Ltd.
FSN E-Commerce Ventures Ltd.
Samvardhana Motherson International Ltd.
Religare Enterprises Ltd.
Fino Payments Bank Ltd.
Financial
Others
Sovereign
Energy
Shriram Finance Ltd% 21/02/2024
6.75% Muthoot Finance Ltd. 05/05/2025
7.06% GOI 10/04/2028
7.32% Cholamandalam Investment and Finance Company Ltd. 28/04/2026
7.68% Gujarat State 15/02/2030
Others
Construction
Others
Check out the portfolio analysis of this fund.
Check Now3M 6M 1Yr 3Yr 5Yr
Fund Name | Returns |
---|
Check out the performance of the similar or peer funds
Check NowScheme Name | 1M | 3M | 6M | 1Y | 5Y |
---|---|---|---|---|---|
Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan | 0.45% | 11.43% | 30.77% | 69.88% | 0% |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | -5.99% | 2.81% | 16.74% | 65.52% | 0% |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 2.91% | 10.09% | 25.88% | 63.51% | 25.99% |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | 1.23% | 13.59% | 32.14% | 59.85% | 0% |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | -2.2% | 4.85% | 16.45% | 58.78% | 0% |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | 0.46% | 9.72% | 25.55% | 57.27% | 19.41% |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 2.17% | 9.02% | 23.53% | 56.77% | 13.48% |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 0.19% | 7.36% | 20.8% | 54.48% | 0% |
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Frequently Asked Questions
What is the current NAV of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option as of 28-03-2024 is 14.7295.
What is the expense ratio of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the benchmark of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option?
MOTILAL OSWAL performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
What is the AUM or size of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option is Rs 817.25 Crs.
Is Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
Should I invest in Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
What are the top 5 holdings of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option?
The fund's top 5 holdings are in Bajaj holdings and investment Financial, Services, Automobile, Insurance, Technology.
How to start online SIP in Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Options?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
How can I redeem my investments in Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option?
Redeeming your investments in Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
Who manages this fund, and what is their expertise?
Ankush Sood, Santosh Singh, Rakesh Shetty, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.