← Motilal Oswal Mutual Fund
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option
Open Ended Schemes(Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage)Very High Risk★★★★★ISIN INF247L01601
NAV · 06-Jul-2026
₹12.5625
1M
+3.19%
6M
-9.43%
1Y (CAGR)
-12.31%
3Y (CAGR)
-2.27%
5Y (CAGR)
-1.56%
Since inception (CAGR)
+2.29%
NAV history
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Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
13.66%
Downside dev (3y)
11.71%
Max drawdown (3y)
-36.3%
Sharpe (3y)
-0.64
SIP XIRR (3y)
-9.53%
SIP XIRR (5y)
-4.24%
Calendar-year returns
2020 +8.8%2021 +3.5%2022 -7.0%2023 +17.9%2024 +2.9%2025 -12.6%
Fund facts
Fund managerVarun Sharma · Swapnil Mayekar · Ankit Agarwal · Sandeep Jain · Rakesh Shetty · Atul Mehra
AUM₹7,357 Cr
Launch date06-Sep-2016
Plan typeOpen Ended · Hybrid
Min lumpsumRs. 500 and in multiples of Re. 1 thereafter
Lock-inNone
Volatility11.38
AMCMotilal Oswal Asset Management Company Limited
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.
scheme documents ↗