← Motilal Oswal Mutual Fund
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Open Ended Schemes(Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage)Very High Risk★★★★★ISIN INF247L01585
NAV · 06-Jul-2026
₹18.6329
1M
+3.19%
6M
-3.68%
1Y (CAGR)
-6.74%
3Y (CAGR)
+3.90%
5Y (CAGR)
+4.43%
Since inception (CAGR)
+6.51%
NAV history
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Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
12.40%
Downside dev (3y)
9.00%
Max drawdown (3y)
-28.1%
Sharpe (3y)
-0.21
SIP XIRR (3y)
-2.88%
SIP XIRR (5y)
+2.45%
Calendar-year returns
2020 +8.8%2021 +7.4%2022 -1.1%2023 +24.1%2024 +9.4%2025 -7.2%
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 ↗