hybridHigh risk

Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Motilal Oswal Mutual Fund. It's been running since 28 Sep 2016.

Latest price per unit

₹14.0527

▼ 0.02% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹91.9k

▼ ₹8.1k loss · -8.1% / year

Invested 3 years ago

₹90.5k

▼ ₹9.5k loss · -3.3% / year

Invested 5 years ago

₹97.8k

▼ ₹2.2k loss · -0.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

13.6%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-35.01%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-8.07%

CAGR — 3 years-3.27%

CAGR — 5 years-0.44%

CAGR — since launch3.44%

Volatility — 1 year (annualised)13.09%

Volatility — 3 years (annualised)13.58%

Max drawdown — 1 year-24.04%

Max drawdown — 3 years-35.01%

Sharpe ratio — 1 year (rf=6%)-1.12

Sharpe ratio — 3 years (rf=6%)-0.69

Fund info

Fund house: Motilal Oswal Mutual Fund
Category: Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Plan: Direct
Option: —
ISIN (Growth): INF247L01650
ISIN (Div re-invest): INF247L01676
Fund code: 139866
First price on record: 28 Sep 2016 · 2,449 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.