Motilal Oswal Balanced Advantage Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.36% | -3.70% | 1.13% | 5.48% | -6.39% | 1.86% | 5.01% | 6.77% | 7.72% |
NAV history
About this fund
Motilal Oswal Balanced Advantage Fund is a balanced-advantage hybrid fund offered by Motilal Oswal Mutual Fund, classified under Hybrid as Hybrid Scheme - Balanced Advantage Fund. The equity/debt mix is managed dynamically to balance growth and stability. Its latest NAV is ₹21.25.
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Motilal Oswal Balanced Advantage Fund has recorded a return of about -6.4%, with a three-year return of 1.9% and a five-year return of 5.0%. Its annualised volatility is 11.4% — moderate fluctuations — and its Sharpe ratio is -1.13, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.96%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 8.29 | 6.74 | -15.81 | 41.59 | 72% | 36% |
| 3Y | 9.02 | 9.18 | 0.52 | 15.80 | 100% | 16% |
| 5Y | 8.84 | 8.99 | 3.98 | 15.35 | 100% | 9% |
| 7Y | 9.02 | 8.87 | 5.92 | 11.75 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Axis Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -2.34 | -2.86 | -2.01 | -2.17 | 10.64 | 8.82 | – | 0.71 |
| Union Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -4.38 | -3.90 | -2.77 | -4.46 | 7.09 | 6.59 | – | 0.93 |
| Kotak Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -3.22 | -3.42 | -1.76 | -2.37 | 8.55 | 8.16 | – | – |
| Baroda BNP Paribas Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -4.13 | -4.78 | -2.07 | -1.17 | 10.67 | 9.60 | – | 0.63 |
| Tata Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -4.27 | -6.22 | -4.00 | -4.03 | 6.92 | 7.70 | – | 0.46 |
| Shriram Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -2.54 | -3.17 | -3.02 | -5.06 | 5.45 | 5.72 | – | 0.64 |
| ITI Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -6.72 | -4.33 | -3.17 | -7.17 | 6.88 | 6.09 | – | 0.64 |
| PGIM India Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -3.25 | -4.82 | -3.95 | -7.28 | 6.48 | 6.60 | – | 0.68 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Smallcap 250 Index Fund Other Scheme - Index Funds | -7.76 | -5.57 | 1.20 | -1.68 | 10.97 | 12.45 | – | 0.28 |
| Motilal Oswal Nifty 500 Index Fund Other Scheme - Index Funds | -4.80 | -6.05 | -5.05 | -7.76 | 8.80 | 7.86 | – | 0.13 |
| Motilal Oswal Large and Midcap Fund Equity Scheme - Large & Mid Cap Fund | -7.93 | -3.55 | -0.67 | -1.15 | 19.30 | 17.15 | – | 0.60 |
| Motilal Oswal Nifty 50 Index Fund Other Scheme - Index Funds | -2.76 | -5.27 | -6.21 | -11.36 | 6.15 | 5.66 | – | 0.13 |
| Motilal Oswal Nifty Next 50 Index Fund Other Scheme - Index Funds | -6.20 | -6.61 | -5.30 | -2.47 | 15.34 | 10.29 | – | 0.27 |
| Motilal Oswal S&P 500 Index Fund Other Scheme - Index Funds | -2.10 | 0.38 | 8.65 | 23.02 | 27.70 | 16.81 | – | 0.52 |
| Motilal Oswal Multi Asset Passive Fund of Fund Other Scheme - FoF Domestic | -5.77 | -6.51 | -6.34 | -3.87 | 12.56 | 9.81 | – | 0.09 |
| Motilal Oswal Asset Allocation Fund of Fund- Conservative Other Scheme - FoF Domestic | -3.18 | -2.77 | -1.18 | 1.79 | 12.14 | 9.37 | – | 0.06 |