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

Motilal Oswal · Balanced Advantage
Moderate
₹13.19
Current NAV
03 Nov 2026
-9.3%
1Y Return
-3.9%
3Y CAGR
-1.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.63).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.63).
  • Very large asset base (AUM: ₹24,180 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • 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
1.63
Sharpe Ratio
1.23
Beta
2.63
Alpha
2.17
Sortino
Fund Details
Fund House Motilal Oswal
Category Balanced Advantage
AUM ₹24180 Cr
Expense Ratio 1.23%
Min SIP ₹500
Min Lumpsum ₹1000
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