Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)
Dynamic Asset Allocation or Balanced Advantage · Motilal Oswal Asset Management Company Limited
Among the 135 funds in its category, most others have grown money faster than this one. ₹1 lakh invested 5 years ago would be about ₹1.3 lakh today. Investing ₹10,000 every month for the last 10 years would have put in ₹12.1 lakh and grown it to about ₹17.3 lakh. Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹73,470. Expect meaningful ups and downs on the way.
New to fund research? Start with the 5-minute guide. The detailed numbers below back all of this up.Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) is a Dynamic Asset Allocation or Balanced Advantage fund from Motilal Oswal Asset Management Company Limited. It has a track record of about 10.0 years. As of the latest data it carries an RS rating of 99/99 (its recent momentum versus category peers) and a King Score of 24/100 (a long-term quality composite). The current NAV is ₹21.68 (as of 2026-09-16).
Growth of ₹100 - last 5 years
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) returns: last 1, 3, 5 and 10 years
| Period | This fund | Category average |
|---|---|---|
| 1 month | -1.87% | -2.55% |
| 3 months | 5.62% | 0.65% |
| 6 months | 11.05% | 3.72% |
| 1 year | -3.99% | 1.46% |
| 3 years (CAGR) | 1.82% | 8.91% |
| 5 years (CAGR) | 5.52% | 8.8% |
The last 5 years return is 5.52% a year (₹1 lakh → ₹1.3 lakh), and the last 3 years return is 1.82% - behind its category's 8.91% average by 7.1 points. Its trailing one-year return is -3.99%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.
Year-by-year returns
| Year | Motilal Oswal Balanced | Benchmark |
|---|---|---|
| 2018 | +0.1% | -3.4% |
| 2019 | +12.1% | +7.7% |
| 2020 | +10.2% | +16.7% |
| 2021 | +8.7% | +30.2% |
| 2022 | +0.1% | +3.0% |
| 2023 | +25.6% | +25.8% |
| 2024 | +10.8% | +15.2% |
| 2025 | -5.9% | +6.7% |
| 2026 | +0.7% | -5.8% |
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) beat its benchmark in 3 of the last 9 calendar years. A below-par hit-rate versus its own index is worth weighing against its other strengths. Consistency against the benchmark matters more than any single great year.
Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.
What a monthly SIP in Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) would have made
A ₹10,000-a-month SIP, using this fund's actual NAV history. SIP returns (XIRR) differ from lumpsum CAGR because your money goes in gradually, averaging your entry price.
| SIP duration | You invested | It became | XIRR |
|---|---|---|---|
| 3 years | ₹370,000 | ₹374,272 | 0.75% |
| 5 years | ₹610,000 | ₹690,820 | 4.92% |
| 10 years | ₹1,210,000 | ₹1,734,279 | 6.99% |
Over 10 years, ₹1,210,000 invested in monthly instalments would have grown to about ₹1,734,279 - an XIRR of 6.99%. Figures are pre-tax and assume you stayed invested throughout.
Risk & drawdowns
| Measure | This fund | Category average |
|---|---|---|
| Worst drawdown (lifetime) | -26.53% | -16.31% |
| Worst drawdown (3Y) | -26.53% | -9.91% |
| Volatility (1Y) | 15.48% | 10.51% |
| Sharpe (3Y) | -0.34 | 0.28 |
| Sortino (3Y) | -0.41 | 0.47 |
| Beta (3Y) | 0.69 | 0.55 |
| Alpha (3Y) | -5.99% | 1.16% |
| Up capture | 61.2% | 60.22% |
| Down capture | 69.6% | 50.55% |
| Bull-market return | 15.7% | 18.15% |
| Bear-market return | -20.7% | -14.83% |
Timing matters more than people admit: the best possible 1-year stretch in Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) (starting 2020-03-23) gained 41.6%, while the worst (starting 2024-10-01) lost 15.4%. The worst peak-to-bottom fall Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) has ever put investors through is -26.53% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about -20.7% annualised, versus 15.7% in rising markets. It has captured roughly 61.2% of its benchmark's up-moves and 69.6% of its down-moves.
How Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) behaves when markets fall
When the market is falling (the Nifty below its 200-day average), Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) has historically returned about -20.7% annualised, versus roughly 15.7% when the market is rising. Its deepest fall on record is -26.53%. Right now it sits about 15.35% below its all-time high (last hit 2024-09-05). The real question isn't the average year - it's whether you could hold on through the worst one.
How Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) ranks in its category
Percentile versus its ~135 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.
Consistency (rolling returns)
| Measure | Value |
|---|---|
| Median 3Y rolling CAGR | 9.37% |
| 3Y windows positive | 100.0% |
| Worst 3Y window | 0.62% |
| 3Y windows beating Nifty 500 | 18.0% |
| Median 5Y rolling CAGR | 9.19% |
Instead of one lucky start date, rolling returns test every start date. Across all 3-year windows in its history, Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) returned a median of 9.37% a year, and 100.0% of those windows were positive.
What Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) holds
Its latest monthly portfolio disclosure. This is what your money actually owns.
Top holdings
Sector allocation
The top 10 holdings make up 43.9% of the portfolio, across 18 stocks. A higher concentration means the fund's fortunes ride on fewer names.
Portfolio overlap with similar funds
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) shares Axis Balanced Advantage Fund (14%), WhiteOak Capital Balanced Advantage Fund (12%), Mirae Asset Balanced Advantage Fund (0%) of its portfolio with these category peers (overlap = the slice of the two portfolios invested in the same stocks). The lower the overlap, the more genuinely different the portfolios are.
Who manages Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - and how good are they?
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) is managed by Varun Sharma, Swapnil Mayekar and Ankit Agarwal. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.
Varun Sharma's full record
Varun Sharma currently runs 9 funds, across Dynamic Asset Allocation or Balanced Advantage, Flexi Cap Fund, Focused Fund, Mid Cap Fund and more, with about ₹56,042 Cr under management. The book's average King Score is 56.2/100. Their strongest fund by King Score is Motilal Oswal Flexi cap Fund (69/100); Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) ranks #4 of 9 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Motilal Oswal Flexi cap Fund | 97 | 69 | 8.9% | 15.9% | -0.2% | 16.7% | 12.3% | 13.0% | 0.59 | 15.1% | -37.1% |
| 2 | Motilal Oswal Focused Fund | 99 | 66 | 10.9% | 28.0% | 24.1% | 13.2% | 10.0% | 13.0% | 0.39 | 13.5% | -34.5% |
| 3 | Motilal Oswal Midcap Fund | 91 | 66 | 9.1% | 18.2% | -2.2% | 17.6% | 20.6% | 17.3% | 0.61 | 22.0% | -37.2% |
| 4 | Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) (this page) | 99 | 24 | 5.6% | 11.1% | -4.0% | 1.8% | 5.5% | n/a | -0.34 | 9.4% | -26.5% |
| 5 | Motilal Oswal Digital India Fund | 98 | n/a | 29.2% | 41.6% | 9.1% | n/a | n/a | n/a | 0.08 | n/a | -30.3% |
| 6 | Motilal Oswal Active Momentum Fund | 96 | n/a | 6.6% | 27.4% | 26.1% | n/a | n/a | n/a | 1.06 | n/a | -15.8% |
| 7 | Motilal Oswal Innovation Opportunities Fund | 94 | n/a | 9.1% | 29.8% | 13.6% | n/a | n/a | n/a | 1.1 | n/a | -19.1% |
| 8 | Motilal Oswal Business Cycle Fund | 84 | n/a | 12.2% | 20.6% | -1.6% | n/a | n/a | n/a | 0.2 | n/a | -24.2% |
| 9 | Motilal Oswal Consumption Fund | n/a | n/a | 14.5% | 29.8% | n/a | n/a | n/a | n/a | n/a | n/a | -19.7% |
Swapnil Mayekar's full record
Swapnil Mayekar currently runs 42 funds, across Dynamic Asset Allocation or Balanced Advantage, Flexi Cap Fund, FoF Domestic, Focused Fund and more, with about ₹114,583 Cr under management. The book's average King Score is 57.2/100. Their strongest fund by King Score is Motilal Oswal Large and Midcap Fund (88/100); Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) ranks #21 of 42 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Motilal Oswal Large and Midcap Fund | 96 | 88 | 2.9% | 15.6% | 7.8% | 21.1% | 18.0% | n/a | 0.73 | 27.4% | -37.4% |
| 2 | Motilal Oswal Gold and Silver Passive Fund of Funds(Direct ) | 88 | 78 | -2.8% | -4.6% | 46.6% | 37.9% | n/a | n/a | 1.3 | 37.6% | -22.4% |
| 3 | Motilal Oswal Asset Allocation FOF- C | 60 | 71 | 0.4% | 3.5% | 8.2% | 12.7% | 10.3% | n/a | 0.88 | 13.1% | -12.1% |
| 4 | Motilal Oswal BSE Enhanced Value Index Fund | 23 | 70 | -6.3% | -3.4% | 6.6% | 19.5% | n/a | n/a | 0.57 | 32.4% | -21.8% |
| 5 | Motilal Oswal Flexi cap Fund | 97 | 69 | 8.9% | 15.9% | -0.2% | 16.7% | 12.3% | 13.0% | 0.59 | 15.1% | -37.1% |
| 6 | Motilal Oswal Focused Fund | 99 | 66 | 10.9% | 28.0% | 24.1% | 13.2% | 10.0% | 13.0% | 0.39 | 13.5% | -34.5% |
| 7 | Motilal Oswal Midcap Fund | 91 | 66 | 9.1% | 18.2% | -2.2% | 17.6% | 20.6% | 17.3% | 0.61 | 22.0% | -37.2% |
| 8 | Motilal Oswal BSE Financials ex Bank 30 Index Fund | 48 | 64 | 1.6% | 2.4% | -0.3% | 12.6% | n/a | n/a | 0.29 | 21.1% | -17.8% |
| 9 | Motilal Oswal Multi Asset Passive Fund of Fund | 18 | 64 | -2.2% | 2.1% | 5.0% | 13.6% | 11.4% | n/a | 0.75 | 15.4% | -12.4% |
| 10 | Motilal Oswal Nifty Midcap 150 Index Fund | 69 | 62 | -0.8% | 8.1% | 4.2% | 14.1% | 15.0% | n/a | 0.43 | 25.3% | -37.2% |
| 11 | Motilal Oswal Nasdaq 100 Fund of Fund | 98 | 60 | -1.1% | 45.0% | 57.5% | 37.3% | 23.5% | n/a | 1.34 | 18.8% | -30.4% |
| 12 | Motilal Oswal Nifty Next 50 Index Fund | 57 | 58 | -1.6% | 7.6% | 3.7% | 15.7% | 10.7% | n/a | 0.47 | 18.7% | -35.6% |
| 13 | Motilal Oswal Nifty Microcap 250 Index Fund | 97 | 55 | 5.7% | 26.6% | 7.7% | 16.0% | n/a | n/a | 0.42 | n/a | -29.4% |
| 14 | Motilal Oswal BSE Quality Index Fund | 27 | 54 | -3.8% | 2.6% | -2.6% | 11.1% | n/a | n/a | 0.29 | 17.6% | -24.4% |
| 15 | Motilal Oswal Nifty 500 Index Fund | 37 | 52 | -1.2% | 3.4% | -2.0% | 9.2% | 9.1% | n/a | 0.19 | 17.6% | -37.3% |
| 16 | Motilal Oswal Nifty Smallcap 250 Index Fund | 93 | 49 | 3.5% | 18.0% | 4.4% | 13.4% | 14.0% | n/a | 0.35 | 25.2% | -42.4% |
| 17 | Motilal Oswal Nifty Bank Index Fund | 44 | 45 | -1.2% | 2.2% | 3.0% | 7.3% | 9.0% | n/a | 0.06 | 13.0% | -46.9% |
| 18 | Motilal Oswal Nifty 200 Momentum 30 Index Fund | 19 | 42 | -4.4% | 1.1% | -3.7% | 9.1% | n/a | n/a | 0.12 | 17.0% | -31.6% |
| 19 | Motilal Oswal BSE Low Volatility Index Fund | 4 | 33 | -3.6% | -3.1% | -8.5% | 6.1% | n/a | n/a | -0.02 | 15.3% | -18.2% |
| 20 | Motilal Oswal Nifty 50 Index Fund | 15 | 32 | -2.1% | -1.6% | -6.7% | 5.8% | 6.7% | n/a | -0.04 | 14.9% | -37.3% |
| 21 | Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) (this page) | 99 | 24 | 5.6% | 11.1% | -4.0% | 1.8% | 5.5% | n/a | -0.34 | 9.4% | -26.5% |
| 22 | Motilal Oswal Multi Cap Fund | 99 | n/a | 13.7% | 29.1% | 6.3% | n/a | n/a | n/a | 0.62 | n/a | -24.1% |
| 23 | Motilal Oswal Digital India Fund | 98 | n/a | 29.2% | 41.6% | 9.1% | n/a | n/a | n/a | 0.08 | n/a | -30.3% |
| 24 | Motilal Oswal Nifty MidSmall Healthcare Index Fund | 97 | n/a | 7.2% | 20.1% | 12.9% | n/a | n/a | n/a | 0.28 | n/a | -17.5% |
| 25 | Motilal Oswal Nifty MidSmall Financial Services Index Fund | 96 | n/a | -0.2% | 12.0% | 21.4% | n/a | n/a | n/a | 0.66 | n/a | -19.9% |
| 26 | Motilal Oswal Innovation Opportunities Fund | 94 | n/a | 9.1% | 29.8% | 13.6% | n/a | n/a | n/a | 1.1 | n/a | -19.1% |
| 27 | Motilal Oswal Nifty MidSmall IT and Telecom Index Fund | 93 | n/a | 4.2% | 20.2% | -0.3% | n/a | n/a | n/a | -0.45 | n/a | -32.3% |
| 28 | Motilal Oswal Small Cap Fund | 92 | n/a | 9.4% | 31.5% | 21.7% | n/a | n/a | n/a | 0.82 | n/a | -23.7% |
| 29 | Motilal Oswal Nifty India Defence Index Fund | 92 | n/a | 0.0% | 12.7% | 13.5% | n/a | n/a | n/a | -0.05 | n/a | -38.2% |
| 30 | Motilal Oswal Special Opportunities Fund | 92 | n/a | 7.8% | 23.4% | 19.0% | n/a | n/a | n/a | n/a | n/a | -14.8% |
| 31 | Motilal Oswal Nifty Capital Market Index Fund | 91 | n/a | -5.2% | 12.4% | 21.4% | n/a | n/a | n/a | 0.3 | n/a | -28.7% |
| 32 | Motilal Oswal Services Fund | 90 | n/a | 9.2% | 20.6% | 13.0% | n/a | n/a | n/a | 0.41 | n/a | -16.8% |
| 33 | Motilal Oswal Business Cycle Fund | 84 | n/a | 12.2% | 20.6% | -1.6% | n/a | n/a | n/a | 0.2 | n/a | -24.2% |
| 34 | Motilal Oswal Large Cap | 74 | n/a | -0.1% | 3.2% | -3.8% | n/a | n/a | n/a | 0.46 | n/a | -15.8% |
| 35 | Motilal Oswal Nifty 500 Momentum 50 Index Fund | 48 | n/a | -1.7% | 7.1% | 1.4% | n/a | n/a | n/a | -0.71 | n/a | -31.6% |
| 36 | Motilal Oswal BSE 1000 Index Fund | 42 | n/a | -0.5% | 4.5% | -1.8% | n/a | n/a | n/a | n/a | n/a | -14.9% |
| 37 | Motilal Oswal Manufacturing Fund | 33 | n/a | -1.0% | 7.4% | -4.3% | n/a | n/a | n/a | -0.01 | n/a | -26.2% |
| 38 | Motilal Oswal Nifty MidSmall India Consumption Index Fund | 31 | n/a | 0.4% | 4.9% | -9.7% | n/a | n/a | n/a | -0.59 | n/a | -24.3% |
| 39 | Motilal Oswal Infrastructure Fund | 30 | n/a | -3.4% | 3.4% | 3.0% | n/a | n/a | n/a | 0.32 | n/a | -9.6% |
| 40 | Motilal Oswal Consumption Fund | n/a | n/a | 14.5% | 29.8% | n/a | n/a | n/a | n/a | n/a | n/a | -19.7% |
| 41 | Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds | n/a | n/a | 0.6% | 8.8% | n/a | n/a | n/a | n/a | n/a | n/a | -13.0% |
| 42 | Motilal Oswal Financial Services Fund | n/a | n/a | 3.8% | 10.6% | n/a | n/a | n/a | n/a | n/a | n/a | -11.4% |
Ankit Agarwal's full record
Ankit Agarwal currently runs 8 funds, across Dynamic Asset Allocation or Balanced Advantage, ELSS, Flexi Cap Fund, Focused Fund and more, with about ₹75,512 Cr under management. The book's average King Score is 65.8/100. Their strongest fund by King Score is Motilal Oswal Large and Midcap Fund (88/100); Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) ranks #6 of 8 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Motilal Oswal Large and Midcap Fund | 96 | 88 | 2.9% | 15.6% | 7.8% | 21.1% | 18.0% | n/a | 0.73 | 27.4% | -37.4% |
| 2 | Motilal Oswal ELSS Tax Saver Fund | 97 | 82 | 2.9% | 16.4% | 8.9% | 20.7% | 16.6% | 17.3% | 0.71 | 19.2% | -37.7% |
| 3 | Motilal Oswal Flexi cap Fund | 97 | 69 | 8.9% | 15.9% | -0.2% | 16.7% | 12.3% | 13.0% | 0.59 | 15.1% | -37.1% |
| 4 | Motilal Oswal Focused Fund | 99 | 66 | 10.9% | 28.0% | 24.1% | 13.2% | 10.0% | 13.0% | 0.39 | 13.5% | -34.5% |
| 5 | Motilal Oswal Midcap Fund | 91 | 66 | 9.1% | 18.2% | -2.2% | 17.6% | 20.6% | 17.3% | 0.61 | 22.0% | -37.2% |
| 6 | Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) (this page) | 99 | 24 | 5.6% | 11.1% | -4.0% | 1.8% | 5.5% | n/a | -0.34 | 9.4% | -26.5% |
| 7 | Motilal Oswal Business Cycle Fund | 84 | n/a | 12.2% | 20.6% | -1.6% | n/a | n/a | n/a | 0.2 | n/a | -24.2% |
| 8 | Motilal Oswal Quant Fund | 24 | n/a | -1.4% | 2.8% | -2.9% | n/a | n/a | n/a | -0.37 | n/a | -26.7% |
A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.
Cost & fund basics
| Detail | Value |
|---|---|
| Expense ratio (Direct) | 1.13% |
| Exit load | ≈1% if redeemed within 1 year (typical) |
| Minimum investment | ₹500 |
| Fund size (AUM) | ₹735 Cr |
| Age | 10.0 years |
| Plan / Option | Direct · Growth |
| Benchmark | NIFTY500 |
How Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) compares to peers
| Fund | RS | King | 3Y CAGR |
|---|---|---|---|
| WhiteOak Capital Balanced Advantage Fund | 97 | 94 | 11.3% |
| Mirae Asset Balanced Advantage Fund | 82 | 89 | 9.6% |
| Axis Balanced Advantage Fund | 63 | 87 | 10.8% |
| SBI Balanced Advantage Fund | 52 | 87 | 9.2% |
| HSBC Balanced Advantage Fund | 83 | 85 | 9.1% |
| Franklin India Balanced Advantage Fund | 65 | 83 | 9.3% |
Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.
What these numbers mean
RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) review: the bottom line
Related
Frequently asked questions
Is Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) a good mutual fund?
That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) scores 24/100 on our King Score and RS 99/99 within its category, has compounded 1.82% a year over three years, and its worst drawdown was -26.53%. Compare those against your needs and the peer table above.
What is the NAV of Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) today?
The latest NAV is ₹21.68 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.
What is the expense ratio of Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)?
The Direct-plan expense ratio is 1.13% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.
Who is the fund manager of Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)?
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) is managed by Varun Sharma; Swapnil Mayekar; Ankit Agarwal; Sandeep Jain; Rakesh Shetty; Atul Mehra.
Is Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) safe? How risky is it?
No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -26.53% - ₹1 lakh briefly becoming about ₹73,470. As a hybrid fund, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.
Is Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) good for SIP?
We can't tell you what to do, but here is what actually happened: a ₹10,000 monthly SIP over the last 10 years grew ₹12.1 lakh into about ₹17.3 lakh (XIRR 6.99%). SIPs average your entry price, which helps most in funds that swing hard - check the crash-behaviour section above to see how it treats investors in bad markets.
What are the SIP returns of Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)?
A ₹10,000/month SIP over 10 years would have grown to about ₹1,734,279 (an XIRR of 6.99%) on ₹1,210,000 invested, using the fund's actual NAV history. See the SIP table above for other durations.
How does Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) rank among similar funds?
On 3-year returns it sits around the 20th percentile of its category, and its consistency ranks 26th percentile. 100th is best-in-class, 50th is average. See the category-ranking section above.
Is Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) tax-efficient / what about capital gains?
As a hybrid fund, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.
Direct or Regular plan - which is shown here?
All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.
See Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) live in the MF Terminal
Everything above is a static snapshot. The terminal is where you actually research it:
- Interactive price chart with EMAs & RSI
- The RS line plotted against its benchmark
- Full holdings, sector mix & portfolio overlap
- Point-in-time backtester & portfolio doctor
- Compare it side-by-side with any peer
- Screen 1,600+ funds on the same metrics
Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.