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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
- Hybrid
- Dynamic Asset Allocation
- Very High
-
₹21.1
(0.1%)
Current NAV 14-11-2024
-
16.55%
Returns
-
Min. SIP ₹500
Min. Investment ₹500
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Returns
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -0.64% | -1.72% | -2.74% |
| 1M | -5.51% | -3.62% | -6.2% |
| 3M | -0.54% | -0.77% | -2.32% |
| 6M | 11.55% | 5.85% | 6.79% |
| 1Y | 16.55% | 19.25% | 22.35% |
| 2Y | 18.12% | 14.53% | 14.58% |
| 3Y | 10.67% | 10.24% | 10.42% |
| 5Y | 10.44% | 12.33% | 16% |
| ALL | 10.96% | 11.31% | 14% |
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Risk Analysis
Helps you understand the fund’s risk levels.
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 9.95% | 0.62% | 0.81% | 2.75% |
| Category | 0% | 0% | 0% | 0% |
Riskometer
Comparison Of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Compare your fund with the top category schemes.
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns10.67% (p.a.)
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns9.46% (p.a.)
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns10.67% (p.a.)
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns11.4% (p.a.)
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns10.67% (p.a.)
Invesco India Dynamic Equity Fund - Growth
3Y Returns11.24% (p.a.)
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns10.67% (p.a.)
ITI Balanced Advantage Fund Regular - Growth
3Y Returns8.44% (p.a.)
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Start SIPPortfolio Summary (as on 31-May-2024)
An insight into your portfolio composition.
Equity62.74% Debt15.21% Others22.03%
Equity Market Cap
Top 5 Sectors of Equity
Automobile 19.24%
Services 14.57%
Insurance 9.62%
Technology 8.26%
Healthcare 5.17%
Top 5 Companies of Equity
ZF Commercial Vehicle Control Systems India Ltd. 9.64%
Samvardhana Motherson International Ltd. 9.6%
Star Health and Allied Insurance Company Ltd. 8.58%
FSN E-Commerce Ventures Ltd. 8.16%
Religare Enterprises Ltd. 6.58%
Debt Market Cap
Top 5 Sectors of Debt
Financial 9.48%
Sovereign 2.43%
Others 2.12%
Energy 1.18%
Top 5 Companies of Debt
6.75% Muthoot Finance Ltd. 05/05/2025 2.78%
7.06% GOI 10/04/2028 2.43%
6.35% HDB Financial Services Ltd. 11/09/2026 2.33%
7.32% Cholamandalam Investment and Finance Company Ltd. 28/04/2026 1.98%
7.76% Karnataka State 13/12/2027 1.23%
Others Market Cap
Top 5 Sectors of Others
Others 22.03%
Top 5 Companies of Others
Others 22.03%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
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More Funds From MOTILAL OSWAL Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | -3.35% | 6.57% | 28.1% | 61.82% | 31.88% | |
| Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | -6.44% | 3.98% | 20.6% | 53.53% | 23.02% | |
| Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | -7.19% | -3.56% | 9.2% | 52.16% | 0% | |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | -6.72% | 4.59% | 22.05% | 49.04% | 25.22% | |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | -6% | 5.24% | 19.75% | 47.72% | 17.36% | |
| Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan | -7.77% | -3.55% | 6.74% | 45.86% | 0% | |
| Motilal Oswal Nifty Microcap 250 Index Fund-Reg (G) | -4.26% | 0.31% | 21% | 43.31% | 0% | |
| Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth | 6.27% | 15.33% | 18.57% | 41.97% | 24.24% | |
| Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | -4.39% | -0.09% | 14.98% | 37.92% | 28.76% |
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Chat with usFrequently Asked Questions
What is the current NAV of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option as of 14-11-2024 is 21.0985.
What is the benchmark of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option?
MOTILAL OSWAL performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option?
The fund's top 5 sectors holdings are Automobile, Services, Insurance, Technology, Healthcare, Financial, Sovereign, Others, Energy, Others
How can I redeem my investments in Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option?
Redeeming your investments in Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Ankush Sood, Santosh Singh, Rakesh Shetty, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option is Rs 1227.87 Crs. Crs.
Should I invest in Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Options?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
