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

Motilal Oswal · Balanced Advantage
Moderate
₹11.34
Current NAV
03 Nov 2026
-9.3%
1Y Return
-3.4%
3Y CAGR
-1.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.55).
  • Very large asset base (AUM: ₹13,600 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
0.55
Sharpe Ratio
0.75
Beta
4.55
Alpha
0.63
Sortino
Fund Details
Fund House Motilal Oswal
Category Balanced Advantage
AUM ₹13600 Cr
Expense Ratio 1.55%
Min SIP ₹500
Min Lumpsum ₹1000
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