Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

5
Dynamic Asset Allocation NAV 19.0560 0 08 December, 2023

Fund Details

Category Dynamic Asset Allocation
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 September, 2016
Benchmark CRISIL Hybrid 50+50 Moderate TRI
Asset Size(Cr) 789.7583999999999
ISIN No. INF247L01585
Turn over 260%
Min Investment ₹ 500
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 500
Exit Load Exit load of 1%, if redeemed within 1 year.
Expense Ratio 2.32
Fund Manager Ankush Sood, Santosh Singh, Rakesh Shetty
Fund House Motilal Oswal Mutual fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.57% 1.58% 1.13%
1 M -0.92% 4.02% 2.56%
3 M 7.8% 1.44% 1.76%
6 M 24.96% 0.35% 1.39%
1 Y 19.11% 7.25% 5.92%
2 Y 3.19% 12.49% 7.65%
3 Y 10.87% 23.79% 13.21%
5 Y 10.11% 12.46% 7.76%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 9.37 0.37 -5.66 0.58
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 24.46%

Return Calculator

  • ₹0 (0.0)
  • ₹0 (0.0)
  • ₹0 (0.0)

Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 19.11% 10.87% 10.11%

Fill this form now to make an investment!

Add to Cart Successfully
Add to Cart Successfully