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

Plan: OPEN | Option: Dividend | Ajay Khandelwal

30 May 25 | 12:00 AM

13.68 0.16 (1.17%)

  • Underperforms

    -9.27%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -18.66%

  • More Volatile

    0.88%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.13%

  • Inconsistent

    3/11

    Months

    Has underperformed Hybrid - Equity Oriented

  • Value research rating

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVMay 05Jun 05Jul 05Aug 05Sep 05Dec 0512.913.013.113.213.3
JavaScript chart by amCharts 3.20.9Motilal Oswal Balance Advantage Fund (IDCW-A)

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 -18.66% (CAGR difference)

-9.27%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

01 Jun 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 0.13%

0.88%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 11 Months, i.e 27.27% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJan-20-10010
JavaScript chart by amCharts 3.20.9Motilal Oswal Balance Advantage Fund (IDCW-A) Hybrid - Equity Oriented
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJan-10-505
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 13 Stocks beating the benchmark 1 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

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