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: 2.27% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 924.44 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 288% |
19.3439
0.13 (0.6534%)
7.78%
Benchmark: 11.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 9 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 | 14.28 |
| Sharpe Ratio | 0.31 |
| Alpha | -3.07 |
| Beta | 1.17 |
| Yield to Maturity | 7.41 |
| Average Maturity | 0.27 |
PEER COMPARISON
Scheme Characteristics
Investment in equity/ debt that is managed dynamically.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
22.12%
Others
21.47%
Large Cap
31.7%
Mid Cap
24.72%
