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Motilal Oswal Balance Advantage Fund (G) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Growth | Santosh Singh

29 Nov 23 | 12:00 AM

19.05 0.12 (0.62%)

  • Outperforms

    22.69%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 9.42%

  • More Volatile

    0.60%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.17%

  • Not so consistent

    6/11

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

Scheme Trivia

  • Motilal Oswal Dynamic Fund (G) fund has been the 3rd best in 5Y performance in the Hybrid - Equity Oriented category

  • Motilal Oswal Dynamic Fund (G) fund has been given the 8th best Risk adjusted performance for the past 5Y in the Hybrid - Equity Oriented category

  • Motilal Oswal Dynamic Fund (G) fund has been the 2nd best in the 5Y SIP performance in the Hybrid - Equity Oriented category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Motilal Oswal Balance Advantage Fund (G), has beaten its benchmark, Hybrid - Equity Oriented by 9.42% (CAGR difference)

22.69%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

01 Dec 2022

Risk

In last 1 year , the volatility of Motilal Oswal Balance Advantage Fund (G),is Higher than its benchmark, Hybrid - Equity Oriented by 0.17%

0.60%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 11 Months, i.e 54.55% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 18 Stocks beating the benchmark 6 Stocks not beating the benchmark

View Stock Composition