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

Plan: OPEN | Option: Dividend | Ajay Khandelwal

30 Jan 26 | 12:00 AM

12.99 0.04 (0.28%)

  • Underperforms

    -4.71%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -15.27%

  • More Volatile

    0.83%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.25%

  • Not so consistent

    4/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

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 (IDCW-A), has underperformed its benchmark, Hybrid - Equity Oriented by -15.27% (CAGR difference)

-4.71%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

31 Jan 2025

Risk

In last 1 year , the volatility of Motilal Oswal Balance Advantage Fund (IDCW-A),is Higher than its benchmark, Hybrid - Equity Oriented by 0.25%

0.83%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% 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, 4 Stocks beating the benchmark 5 Stocks not beating the benchmark

View Stock Composition