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

Plan: OPEN | Option: Dividend | Santosh Singh

25 Oct 24 | 12:00 AM

16.53 -0.12 (-0.69%)

  • Underperforms

    11.02%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -16.76%

  • More Volatile

    0.82%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.17%

  • Not so consistent

    5/11

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

Critical Parameters

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Returns

In last 1 year Motilal Oswal Balance Advantage Fund (IDCW-A), has underperformed its benchmark, Hybrid - Equity Oriented by -16.76% (CAGR difference)

11.02%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

25 Nov 2023

Risk

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

0.82%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 11 Months, i.e 45.45% 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, 7 Stocks beating the benchmark 14 Stocks not beating the benchmark

View Stock Composition