TickerKhojMotilal Oswal Mutual Fund · Hybrid · Balanced Advantage · Direct plan
Motilal Oswal Balanced Advantage Fund - Direct Plan - Growth
₹21.7417NAV on 30 Oct 2026Expense ratio 1.55%
29 Oct 2025NAV low 18.82 · high 22.94-5.2%
In plain words
Over 3 years it returned +2.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -26.5%.
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 | +0.2% | +1.9% |
| 3 months | +1.9% | -5.1% |
| 6 months | +8.2% | -3.2% |
| 1 year | -4.4% | -10.2% |
| 3 years (yearly) | +2.7% | +7.4% |
| 5 years (yearly) | +5.6% | +6.5% |
| 10 years (yearly) | +8.0% | +11.3% |
| Since start (yearly) | +8.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,850 | +5.3% |
| 3 years | ₹3,60,000 | ₹3,64,871 | +0.8% |
| 5 years | ₹5,90,000 | ₹6,66,658 | +4.8% |
| 10 years | ₹11,90,000 | ₹16,96,223 | +6.8% |
Other plan of this fund: Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth