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: 2.26% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 955.26 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: 288% |
20.2304
0.01 (0.0737%)
7.94%
Benchmark: 11.53%
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 | 14.06 |
| Sharpe Ratio | 0.3 |
| Alpha | -2.28 |
| Beta | 1.18 |
| 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
25.11%
Others
27.97%
Large Cap
15.29%
Mid Cap
31.63%
