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Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option

Motilal Oswal · Balanced Advantage
Moderate
₹22.12
Current NAV
03 Nov 2026
-2.3%
1Y Return
3.5%
3Y CAGR
5.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.68%.
  • Very large asset base (AUM: ₹13,830 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.78
Sharpe Ratio
1.58
Beta
-0.22
Alpha
1.08
Sortino
Fund Details
Fund House Motilal Oswal
Category Balanced Advantage
AUM ₹13830 Cr
Expense Ratio 0.68%
Min SIP ₹500
Min Lumpsum ₹1000
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