Motilal Oswal Balanced Advantage Fund - Direct - Growth
A Hybrid Scheme by Motilal Oswal Asset Management Company Limited
3Y Returns (CAGR)
6.62%
Expense Ratio
1.40%
as of 01/04/2026
AUM
₹115.24 Cr
Qtr End: Dec 25
NAV
₹20.089
as of 17/04/2026
3Y Returns (CAGR)
6.62%
Expense Ratio
1.40%
as of 01/04/2026
AUM
₹115.24 Cr
Qtr End: Dec 25
NAV
₹20.089
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -4.63% | -17.29% | 17.97% |
| 6M | -11.51% | -21.70% | 14.28% |
| 1Y | -0.16% | -0.16% | 13.86% |
| 3Y | 21.21% | 6.62% | 12.50% |
| 5Y | 32.13% | 5.73% | 11.45% |
Scheme Details
- Launch Date
- 06/09/2016
- Fund Age
- 9.6 years
- Minimum Investment
- ₹500
- Fund House
- Motilal Oswal Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Dynamic Asset Allocation or Balanced Advantage (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Aditya Birla Sun Life Balanced Advantage Fund - Direct - Growth | 13.67% | 0.66% | ₹1,295.14 |
| DSP Dynamic Asset Allocation Fund - Direct - Growth | 12.98% | 0.64% | ₹763.88 |
| SBI Balanced Advantage Fund - Direct - Growth | 13.17% | 0.69% | ₹4,102.24 |
| Nippon India Balanced Advantage Fund - Direct - Growth | 13.09% | 1.53% | ₹1,095.01 |
| Parag Parikh Dynamic Asset Allocation Fund - Direct - Growth | - | 0.33% | ₹2,092.39 |
| HSBC Balanced Advantage Fund - Direct - Growth | 11.41% | 1.23% | ₹93.97 |
| Invesco India Balanced Advantage Fund - Direct - Growth | 11.85% | 0.81% | ₹155.12 |