Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
(Erstwhile MOSt Focused Dynamic Equity - Regular Plan - Growth Option)
Fund House: Motilal Oswal Mutual Fund| Category: Hybrid: Dynamic Asset Allocation |
| Launch Date: 05-09-2016 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 50+50 Moderate Index |
| TER: 2.39% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 736.24 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 3.42% |
17.8803
-0.12 (-0.6823%)
6.13%
Benchmark: 11.07%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.42 |
| Sharpe Ratio | 0.05 |
| Alpha | 0.58 |
| Beta | 0.11 |
| Yield to Maturity | 6.88 |
| Average Maturity | 1.4 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | 05-09-2016 | -6.24 | -6.04 | 4.5 | 3.76 | - |
Scheme Characteristics
Investment in equity/ debt that is managed dynamically.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
7.79%
Others
33.02%
Large Cap
47.39%
Mid Cap
11.8%
