Motilal Oswal Dynamic Fund (Mofdynamic)

Review Date: 25-03-2025

Beginning of Analysis

Motilal Oswal Dynamic Fund (Mofdynamic) is the 24th ranked fund in the Dynamic Asset Allocation or Balanced Advantage Fund category. The category has total 24 funds. The 1 star rating shows a very poor past performance of the Motilal Oswal Dynamic Fund (Mofdynamic) in Dynamic Asset Allocation or Balanced Advantage Fund category. The fund has a Jensen Alpha of -5.73% which is lower than the category average of 0.63%, showing poor performance. The fund has a Sharpe Ratio of -0.12 which is lower than the category average of 0.36.
The past performance of the Motilal Oswal Dynamic Fund (Mofdynamic) may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.

Motilal Oswal Dynamic Fund (Mofdynamic) Return Analysis

The fund has given a return of 1.7%, -14.14 and -21.18 in last one, three and six months respectively. In the same period the category average return was 3.09%, -1.98% and -4.92% respectively.

The fund has given a SIP return of -21.95% in last one year. In the same period the category average SIP return was 1.58%. The fund has SIP return of 3.5% in last three years whereas category average SIP return is 12.52%. The category average SIP return is 12.98% and the fund has given a SIP return of 6.16% in last five years.

Motilal Oswal Dynamic Fund (Mofdynamic) Risk Analysis

The fund has a standard deviation of 13.91 and semi deviation of 10.27. The category average standard deviation is 8.33 and semi deviation is 5.9. The fund has a Value at Risk (VaR) of -22.27 and a maximum drawdown of -25.84. The category average VaR is -9.87 and the maximum drawdown is -9.59. The fund has a beta of 1.22 which shows that fund is more volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.