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

Plan: OPEN | Option: Dividend | Ajay Khandelwal

13 Jun 25 | 12:00 AM

11.99 0.00 (0.02%)

  • Underperforms

    -6.20%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -12.86%

  • More Volatile

    0.85%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.20%

  • Inconsistent

    3/12

    Months

    Has underperformed Hybrid - Equity Oriented

  • Value research rating

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Motilal Oswal Balance Advantage Fund (IDCW-Q)

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-Q), has Underperformed its benchmark, Hybrid - Equity Oriented by -12.86% (CAGR difference)

-6.20%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

16 Jun 2024

JavaScript chart by amCharts 3.20.9-8.00-7.00-6.00-5.00-4.00-3.00-2.00-1.000.001.002.003.004.005.006.007.008.00
JavaScript chart by amCharts 3.20.9Motilal Oswal Balance Advantage Fund (IDCW-Q) Hybrid - Equity Oriented

Risk

In last 1 year , the volatility of Motilal Oswal Balance Advantage Fund (IDCW-Q),is Higher than its benchmark, Hybrid - Equity Oriented by 0.20%

0.85%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.640.660.680.700.720.740.760.780.800.820.840.86
JavaScript chart by amCharts 3.20.9Motilal Oswal Balance Advantage Fund (IDCW-Q) Hybrid - Equity Oriented

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% 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-Q) 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, 12 Stocks beating the benchmark 2 Stocks not beating the benchmark

View Stock Composition