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

Motilal Oswal · Balanced Advantage
Moderate
₹19.57
Current NAV
03 Nov 2026
-3.6%
1Y Return
2.1%
3Y CAGR
4.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.98).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Higher expense ratio (1.98%) which can affect compounding over long horizons.
  • 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
1.98
Sharpe Ratio
1.58
Beta
-1.02
Alpha
2.73
Sortino
Fund Details
Fund House Motilal Oswal
Category Balanced Advantage
AUM ₹5030 Cr
Expense Ratio 1.98%
Min SIP ₹500
Min Lumpsum ₹1000
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