Motilal Oswal Balanced Advantage Fund - Direct - Growth
A Hybrid Scheme by Motilal Oswal Asset Management Company Limited
3Y Returns (CAGR)
8.07%
Expense Ratio
1.06%
as of 01/02/2026
AUM
₹115.24 Cr
Qtr End: Dec 25
NAV
₹19.881
as of 02/03/2026
3Y Returns (CAGR)
8.07%
Expense Ratio
1.06%
as of 01/02/2026
AUM
₹115.24 Cr
Qtr End: Dec 25
NAV
₹19.881
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹12.0k
Abs. Returns20.2%
CAGR6.4%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -11.10% | -37.55% | 13.23% |
| 6M | -11.49% | -21.66% | 13.30% |
| 1Y | 2.37% | 2.37% | 12.97% |
| 3Y | 26.21% | 8.07% | 12.08% |
| 5Y | 28.38% | 5.12% | 11.13% |
Scheme Details
- Launch Date
- 06/09/2016
- Fund Age
- 9.5 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 | 14.70% | 0.67% | ₹1,295.14 |
| DSP Dynamic Asset Allocation Fund - Direct - Growth | 14.53% | 0.67% | ₹763.88 |
| SBI Balanced Advantage Fund - Direct - Growth | 15.00% | 0.73% | ₹4,102.24 |
| Nippon India Balanced Advantage Fund - Direct - Growth | 14.21% | 0.57% | ₹1,095.01 |
| Parag Parikh Dynamic Asset Allocation Fund - Direct - Growth | - | 0.33% | ₹2,092.39 |
| HSBC Balanced Advantage Fund - Direct - Growth | 13.12% | 0.81% | ₹93.97 |
| Invesco India Balanced Advantage Fund - Direct - Growth | 13.79% | 0.78% | ₹184.33 |