TradePilotMutual funds · Hybrid Funds
Motilal Oswal Balanced Advantage Fund
Motilal Oswal Mutual Fund · Regular plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 139870
- Category
- Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
- ISIN
- INF247L01585
- Plan / option
- Regular / Growth
- Fund age
- 10.1 years
- Rank in category
- 141 of 141 by 3-year CAGR
- Expense ratio (TER)
- 2.77% a year declared 2026-11-06, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +3.9%
3 months▲ +3.0%
6 months▲ +11.4%
1 year▼ -0.6%
3-year CAGR▲ +3.0%
5-year CAGR▲ +4.9%
10-year CAGR▲ +7.4%
Volatility (3y)12.5%
Sharpe (3y)-0.17
Sortino (3y)-0.24
Beta vs NIFTY 500.68
Max fall (3y)-28.1%
Computed from NAV (2492 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · Growth | 22.7827 |
| Regular · IDCW | 13.5856 |
| Direct · IDCW | 14.5760 |
| Direct · IDCW | 12.6902 |
| Regular · IDCW | 11.6766 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.