TickerKhojMotilal Oswal Mutual Fund · Hybrid · Balanced Advantage · Regular plan
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth
₹19.2363NAV on 30 Oct 2026Expense ratio 2.81%
29 Oct 2025NAV low 16.77 · high 20.56-6.4%
In plain words
Over 3 years it returned +1.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -28.1%.
On 3-year return it ranks 30 of 30 funds in Balanced Advantage.
A monthly SIP over 10 years ended ₹1,16,522 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.1% | +1.9% |
| 3 months | +1.6% | -5.1% |
| 6 months | +7.5% | -3.2% |
| 1 year | -5.6% | -10.2% |
| 3 years (yearly) | +1.4% | +7.4% |
| 5 years (yearly) | +4.2% | +6.5% |
| 10 years (yearly) | +6.7% | +11.3% |
| Since start (yearly) | +6.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,896 | +4.0% |
| 3 years | ₹3,60,000 | ₹3,57,268 | -0.5% |
| 5 years | ₹5,90,000 | ₹6,43,662 | +3.4% |
| 10 years | ₹11,90,000 | ₹15,79,701 | +5.5% |
Other plan of this fund: Motilal Oswal Balanced Advantage Fund - Direct Plan - Growth