Motilal Oswal Balanced Advantage Fund Direct Growth

Scheme code: INF247L01635 NAV value: ₹ 19.5583 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Hybrid Asset category: Dynamic Asset Allocation or Balanced Advantage

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-13.04	36.07	13.84	18.28
3 year	3.80	16.07	10.20	13.02
5 year	4.70	15.46	9.42	11.46
7 year	6.20	12.09	9.99	11.1

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	13.84
3 year	6.28	33.32	15.57	10.2
5 year	0.74	26.02	12.91	9.42
7 year	3.33	15.62	11.64	9.99
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	13.84
3 year	6.56	32.12	15.66	10.2
5 year	1	26.2	12.75	9.42
7 year	3.8	15.42	11.84	9.99
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	13.84
3 year	7.68	33.37	17	10.2
5 year	0.71	27.63	13.15	9.42
7 year	3.76	16.01	12.04	9.99
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	13.84
3 year	8.04	34.46	17.98	10.2
5 year	0.69	28.64	13.53	9.42
7 year	3.97	16.42	12.35	9.99
10 year	3.53	17.72	11.24
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

- Average return: 13.84% - Median return: 17.66% - Average standard deviation: 4.1

- Average return: 10.2% - Median return: 10.57% - Average standard deviation: 1.22

- Average return: 9.42% - Median return: 10.04% - Average standard deviation: 0.68

- Average return: 9.99% - Median return: 10.39% - Average standard deviation: 0.46

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,35,074	35,074	2.93
3 year	36,00,000	42,36,054	6,36,054	5.57
5 year	60,00,000	77,16,541	17,16,541	5.16
7 year	84,00,000	1,25,52,937	41,52,937	5.91

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,35,074 - Absolute Returns: ₹35,074 - CAGR: 2.93%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,36,054 - Absolute Returns: ₹6,36,054 - CAGR: 5.57%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹77,16,541 - Absolute Returns: ₹17,16,541 - CAGR: 5.16%

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,25,52,937 - Absolute Returns: ₹41,52,937 - CAGR: 5.91%