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Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)
Motilal Oswal·
Dynamic Asset Allocation or Balanced Advantage
1Y
-0.32%
3Y
+3.04%
5Y
+5.84%
Since Inception
+6.91%
Sharpe
0.08
Sortino
0.11
Max Drawdown
-26.53%
Volatility
13.00%
Alpha
-0.51%
Beta
1.31
Info Ratio
-0.02
Up / Down Capture
113 / 133
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹783 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#27 of 37
Top 73%
3Y CAGR
#31 of 31
Top 100%
5Y CAGR
#20 of 20
Top 100%
Sharpe
#32 of 36
Top 89%