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Motilal Oswal Balanced Advantage Fund Direct - Quarterly IDCW Payout/Reinvestment

Motilal Oswal · Balanced Advantage
Moderate
₹11.75
Current NAV
25 Jun 2026
9.8%
1Y Return
13.3%
3Y CAGR
10.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.28%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.28).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.78).
  • Very large asset base (AUM: ₹13,830 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.28
Sharpe Ratio
0.58
Beta
6.78
Alpha
1.64
Sortino
Fund Details
Fund House Motilal Oswal
Category Balanced Advantage
AUM ₹13830 Cr
Expense Ratio 0.28%
Min SIP ₹500
Min Lumpsum ₹1000
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