Motilal Oswal Balanced Advantage Fund Regular-Growth
Hybrid
Dynamic Asset Allocation
₹-0.22% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
1 - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹733 Cr
- Created on2 Sep 2016
Fund Ranking
#30
/ 30 in Dynamic Asset Allocation
Risk Level
Very High
Very High
Loading...
Returns
Trailing Return
Rolling Return
- 6 Month1.7%
- 1 Year-6.2%
- 3 Year (CAGR)3.0%
- All Time (CAGR)6.6%
Category Return
- 6 Month1.2%
- 1 Year0.8%
- 3 Year (CAGR)9.1%
- All Time (CAGR)-
Asset Allocation
- Equity66.9%
- Debt16.9%
- Other16.2%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise3.71%
- ABB India2.73%
- Bajaj Finance3.35%
- CG Power3.34%
- Eicher Motors2.89%
Fund Information
- Expense Ratio2.83%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Managed By
Ankit Agarwal
Jan 2026 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. -0.07 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.06 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00