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MF_139872

Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

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End Amount
₹21,655.73
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.96%
MF_139872 Return
Benchmark CAGR
11.41%
Nifty 50
Inflation Adj. CAGR
3.04%
Real Annualized Return
Alpha
-0.01
Excess Return vs Benchmark
Beta
0.57
Volatility vs Benchmark
Sharpe Ratio
0.21
Risk-Adjusted Return
Sortino Ratio
0.29
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 46% 25% 40%
60 days 43% 19% 26%
90 days 42% 16% 22%
180 days 39% 11% 16%
1Yr 29% 6% 11%
3Yr 11% 2% 6%
5Yr 0% 0% 6%
7Yr 0% 0% 5%
10Yr 0% 0% 4%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option Nifty 50
30 days 3.0% | -59.9% | 10.8% | 129.6% 26.6% | -62.5% | 14.7% | 180.8%
60 days -13.9% | -50.7% | 12.0% | 88.3% -23.0% | -48.7% | 17.3% | 124.5%
90 days 2.5% | -43.9% | 10.5% | 80.3% -25.0% | -41.6% | 16.4% | 110.5%
1 Year -4.4% | -9.3% | 6.9% | 30.6% -10.0% | -15.2% | 11.7% | 59.1%
3 Years 2.8% | 2.7% | 9.2% | 14.0% 7.7% | 1.4% | 14.6% | 25.6%
5 Years 5.5% | 5.0% | 8.9% | 13.8% 6.4% | 7.3% | 14.9% | 22.6%
7 Years 7.0% | 6.4% | 8.8% | 11.5% 11.2% | 11.5% | 14.2% | 16.2%
10 Years 7.9% | 7.7% | 8.0% | 8.2% 11.7% | 11.2% | 11.4% | 11.7%
Periods of Negative Return (Drawdowns) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Nov. 1, 2016 Jan. 25, 2017 85 days 7% Nifty 50: 8% 10135 9409 10165
Aug. 27, 2018 April 2, 2019 218 days 8% Nifty 50: 14% 12531 11544 12541
Feb. 19, 2020 July 21, 2020 153 days 22% Nifty 50: 37% 13948 10855 13992
Jan. 17, 2022 Sept. 10, 2022 236 days 14% Nifty 50: 16% 16835 14462 16977
Sept. 13, 2022 June 13, 2023 273 days 10% Nifty 50: 7% 17083 15349 17155
Feb. 7, 2024 April 3, 2024 56 days 5% Nifty 50: 1% 21554 20375 21603
Sept. 5, 2024 Oct. 30, 2026 785 days 27% Nifty 50: 12% 25511 18743 21656