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

Plan: OPEN | Option: Growth | Sandeep Jain

27 Oct 26 | 12:00 AM

19.07 0.27 (1.41%)

  • Underperforms

    -7.35%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -3.72%

  • More Volatile

    0.73%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.05%

  • Not so consistent

    6/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

Scheme Trivia

  • Motilal Oswal Dynamic Fund (G) fund has been the 4th best in the 5Y SIP performance in the Hybrid - Equity Oriented category

  • Motilal Oswal Dynamic Fund (G) fund has been the 4th best in the 3Y SIP performance in the Hybrid - Equity Oriented category

  • Motilal Oswal Dynamic Fund (G) fund has been the 4th best in the 1Y 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 underperformed its benchmark, Hybrid - Equity Oriented by -3.72% (CAGR difference)

-7.35%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

28 Oct 2025

Risk

In last 1 year , the volatility of Motilal Oswal Balance Advantage Fund (G),is Higher than its benchmark, Hybrid - Equity Oriented by 0.05%

0.73%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% 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, 22 Stocks beating the benchmark 0 Stocks not beating the benchmark

View Stock Composition