Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
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Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
Motilal Oswal Mutual Fund · Managed by Varun Sharma; Swapnil Mayekar; Ankit Agarwal; Sandeep Jain; Rakesh Shetty; Atul Mehra
31slipping
Latest NAV
₹22.0285
as of 18 Aug 2026
AUM
—
Expense ratio
1.59%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
31/100slipping
Rank #88 of 151 · top 69%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
5.54%
3M
9.68%
6M
7.23%
1Y
0.36%
3Y CAGR
4.00%
5Y CAGR
6.20%
Since incep.
8.27%
Fund details
- Fund manager
- Varun Sharma; Swapnil Mayekar; Ankit Agarwal; Sandeep Jain; Rakesh Shetty; Atul Mehra
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 202%
- Volatility (3Y)
- 11.4%
- Rating (external)
- ★☆☆☆☆as of 31 Jul 2026
Investment objective
The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
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