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

Plan: OPEN | Option: Growth | Santosh Singh

18 Apr 24 | 12:00 AM

19.61 0.00 (0.00%)

  • Outperforms

    32.31%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 4.82%

  • More Volatile

    0.58%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.12%

  • Not so consistent

    6/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

Scheme Trivia

  • Motilal Oswal Dynamic Fund (G) fund has been the 10th best in 5Y performance in the Hybrid - Equity Oriented category

  • Motilal Oswal Dynamic Fund (G) fund has been the 10th best in 3Y performance in the Hybrid - Equity Oriented category

  • Motilal Oswal Dynamic Fund (G) fund has been the 10th best in 1Y performance in the Hybrid - Equity Oriented category

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 (G), has beaten its benchmark, Hybrid - Equity Oriented by 4.82% (CAGR difference)

32.31%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

19 Apr 2023

Risk

In last 1 year , the volatility of Motilal Oswal Balance Advantage Fund (G),is Higher than its benchmark, Hybrid - Equity Oriented by 0.12%

0.58%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% 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, 12 Stocks beating the benchmark 9 Stocks not beating the benchmark

View Stock Composition