Motilal Oswal Balanced Advantage Fund Regular - Quarterly IDCW Payout/Reinvestment
(Erstwhile MOSt Focused Dynamic Equity - Regular Plan - Quarterly Dividend Payout Option)
Fund House: Motilal Oswal Mutual Fund| Category: Hybrid: Dynamic Asset Allocation |
| Launch Date: 27-09-2016 |
| 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% |
12.277
0.08 (0.6533%)
7.57%
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
There is no value for 2x
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 | 9.95 |
| Sharpe Ratio | 0.52 |
| Alpha | 1.32 |
| Beta | 0.49 |
| 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%
