Motilal Oswal Balanced Advantage Fund
Direct · Growth ₹20.15
22 Apr 2026
NAV
9.4%
3Y CAGR
9.2%
5Y CAGR
9.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.06
Sharpe
-26.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.51 L | 9.2% | -33.5% | 48.2% |
| 3 Years | ₹36.00 L | ₹40.69 L | 9.2% | -7.9% | 25.5% |
| 5 Years | ₹60.00 L | ₹74.41 L | 9.4% | 0.4% | 18.7% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 9.2% | 1.9% | +7.3% |
| 3 Years | 9.2% | 11.7% | -2.5% |
| 5 Years | 9.4% | 11.3% | -1.8% |