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

5
Dynamic Asset Allocation NAV 14.5966 0 24 March, 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 Index
Asset Size(Cr) 667.98 (As on 28-02-2023)
Turn over 270%
Min Investment ₹ 500
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 500
Exit Load 1% for redemption within 365 days
Expense Ratio 2.39% (As on 28-02-2023)
Fund Manager Santosh Singh, Rakesh Shetty

Investment Returns (As on 24 Mar, 2023)

Duration Returns Benchmark Category
1 W -0.66% 0.54% -0.43%
1 M -3.55% -2.48% -1.37%
3 M -0.44% -4.01% -1.32%
6 M -5.65% -1.21% -0.71%
1 Y -1.74% 0.21% 2.11%
2 Y 0.04% 8.63% 5.92%
3 Y 10.81% 32.39% 17.17%
5 Y 4.21% 12.64% 7.62%

Risk Mesasures (As on 24 Mar, 2023)

Std Dev Sharpe Beta Alpha
Fund 13.27 0.12 -6.32 0.65
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 19.74%

Return Calculator

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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 -1.74% 10.81% 4.21%

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