Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option

5
Dynamic Asset Allocation NAV 15.0714 0 22 September, 2023

Fund Details

Category Dynamic Asset Allocation
Fund Type Open Ended
Investment Plan Dividend
Launch Date 27 September, 2016
Benchmark CRISIL Hybrid 50+50 Moderate Index
Asset Size(Cr) 617.0287000000001
Turn over 260%
Min Investment ₹ 500
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 500
Exit Load 1% for redemption within 365 days
Expense Ratio 2.39
Fund Manager Ankush Sood, Santosh Singh, Rakesh Shetty
Fund House Motilal Oswal Mutual fund

Investment Returns (As on 22 Sep, 2023)

Duration Returns Benchmark Category
1 W 2.51% 1.58% 1.13%
1 M 4.37% 4.02% 2.56%
3 M 2.49% 1.44% 1.76%
6 M -0.05% 0.35% 1.39%
1 Y 3.5% 7.25% 5.92%
2 Y 3.39% 12.49% 7.65%
3 Y 7.65% 23.79% 13.21%
5 Y 5.18% 12.46% 7.76%

Risk Mesasures (As on 22 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 0 0 0 0
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 18%

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 - Annual Dividend Payout Option 3.5% 7.65% 5.18%

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