hybridHigh risk

Motilal Oswal Balanced Advantage Fund - Direct Plan - Growth

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

₹21.9641

▼ 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

₹97.8k

▼ ₹2.2k loss · -2.2% / year

Invested 3 years ago

₹1.09 L

▲ ₹8.8k gain · 2.8% / year

Invested 5 years ago

₹1.33 L

▲ ₹32.8k gain · 5.8% / 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

12.3%

The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-26.53%

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-2.22%

CAGR — 3 years2.84%

CAGR — 5 years5.84%

CAGR — since launch8.20%

Volatility — 1 year (annualised)12.21%

Volatility — 3 years (annualised)12.33%

Max drawdown — 1 year-19.20%

Max drawdown — 3 years-26.53%

Sharpe ratio — 1 year (rf=6%)-0.68

Sharpe ratio — 3 years (rf=6%)-0.25

Fund info

Fund house: Motilal Oswal Mutual Fund
Category: Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Plan: Direct
Option: Growth
ISIN (Growth): INF247L01635
ISIN (Div re-invest): —
Fund code: 139872
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.