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

Plan: OPEN | Option: Dividend | Ajay Khandelwal

31 Mar 25 | 12:00 AM

12.85 0.00 (0.00%)

  • Underperforms

    -7.32%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -15.53%

  • More Volatile

    0.85%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.16%

  • Not so consistent

    4/11

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVApr 03May 03Jun 03Jul 03Oct 03Nov 03Dec 0313.013.113.213.3
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 -15.53% (CAGR difference)

-7.32%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

01 Apr 2024

JavaScript chart by amCharts 3.20.9-10.00-8.00-6.00-4.00-2.000.002.004.006.008.0010.00
JavaScript chart by amCharts 3.20.9Motilal Oswal Balance Advantage Fund (IDCW-A) Hybrid - Equity Oriented

Risk

In last 1 year , the volatility of Motilal Oswal Balance Advantage Fund (IDCW-A),is Higher than its benchmark, Hybrid - Equity Oriented by 0.16%

0.85%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.660.680.700.720.740.760.780.800.820.840.86
JavaScript chart by amCharts 3.20.9Motilal Oswal Balance Advantage Fund (IDCW-A) Hybrid - Equity Oriented

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 11 Months, i.e 36.36% 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 ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-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 AlphaJanJanJanJanJanJanJanJanJanJanJanJan-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, 15 Stocks beating the benchmark 4 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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