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

Plan: OPEN | Option: Dividend | Ajay Khandelwal

12 Dec 25 | 12:00 AM

14.19 0.11 (0.78%)

  • Underperforms

    -7.62%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -11.43%

  • More Volatile

    0.89%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.29%

  • 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 -11.43% (CAGR difference)

-7.62%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

13 Dec 2024

Risk

In last 1 year , the volatility of Motilal Oswal Balance Advantage Fund (IDCW-A),is Higher than its benchmark, Hybrid - Equity Oriented by 0.29%

0.89%

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, 3 Stocks beating the benchmark 4 Stocks not beating the benchmark

View Stock Composition