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.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 64 other funds in Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 4 of last 7 years were positive.
Every N-year window, not just today's number
Standard return metrics pick one arbitrary endpoint. Below, we take every overlapping N-year window in Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout's history and show the full distribution of outcomes — so you can see the typical case alongside the best and worst a real investor could have experienced.
1-year holding
2,202 windows- Positive over the window57% of windows
- Beat a 7% FD40% of windows
- Typical range (middle 50%)-5.38% to 11.62%
- Vs same-category peerstop 75% of same-category peers
3-year holding
1,711 windows- Positive over the window93% of windows
- Beat a 7% FD13% of windows
- Typical range (middle 50%)2.24% to 5.79%
- Vs same-category peerstop 71% of same-category peers
5-year holding
1,217 windows- Positive over the window88% of windows
- Beat a 7% FD13% of windows
- Typical range (middle 50%)2.01% to 5.94%
- Vs same-category peerstop 72% of same-category peers
How to read: each bar shows the spread of CAGRs across every holding window — the darker central band is the middle 50% of outcomes; the lighter band is 80%. The vertical tick is the median. The amber line marks 7% (roughly where long-term bank FDs sat). All numbers are historical, computed from the fund's own NAV series.
Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout has fallen 35.0% at its worst.
This is the worst peak-to-trough fall the fund experienced in its entire NAV history — real historical data, not a simulation. If someone bought near the peak and panic-sold at the trough, that's the loss they'd have locked in. Someone who held through is still waiting for a full recovery. Being mentally ready for a fall of this size is what separates long-term investors from reactive traders.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout against other hybrid funds.
Technical details (for the pros)
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
About Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout
Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout is a Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage offered by Motilal Oswal Mutual Fund under the Direct. It has approximately 10 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
The current NAV of Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout is ₹14.0527 (as of 4 Sep 2026). Historically, it has delivered -8.07% over the last year, -3.27% CAGR over 3 years, -0.44% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 13.6% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 35.0%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout?+
The latest NAV of Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout is ₹14.0527 as of 4 Sep 2026, down 0.02% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout?+
Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout has delivered 1-year return -8.07%, 3-year CAGR -3.27%, 5-year CAGR -0.44%, since-inception CAGR 3.44%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout belong to?+
Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout is categorised as Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
How risky is Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout?+
Based on its 3-year annualised volatility of 13.6%, Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout a direct plan?+
Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout is a Direct plan (no distributor commission — lower expense ratio).
How old is Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout?+
Motilal Oswal Balanced Advantage Fund - Direct Plan - Reinvestment/Payout has NAV history available from 28 Sep 2016 — approximately 10 years of track record and 2,449 daily NAV observations.
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.