Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)

Dynamic Asset Allocation / BAFHybrid Rank 33 of 34

NAV · Direct-Growth

₹22.07-0.21-0.95%

As of 1 Sept 2026 · AMFI

NAV growth-1.3%

Sep ’25Sep ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 9 of 10 years

Trails its Dynamic Asset Allocation / BAF category on 1Y, 3Y & 5Y.

1Y return

-1.3%

-8.8 vs cat

3Y CAGR

+3.2%

-7.6 vs cat

5Y CAGR

+6.1%

-3.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

14.8%

3Y std dev

Go deeper on Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)

Two data-only views, computed from this fund's real NAV history — no projections.

Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) is a Dynamic Asset Allocation / BAF scheme from Motilal Oswal. Long-run track record: about 6.1% CAGR over 5 years. Worst historical drawdown: -27% in Feb 2025 — ongoing.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF247L01635

NAV (Direct-Growth)

₹22.0720

Last 1Y

-1.27%

Sept 25Min ₹18.82 · Max ₹23.29 · 248 ptsSept 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Feb 2025 — ongoing

-26.5%

Peak ₹25.61 on 5 Sept 2024 → trough ₹18.82 on 28 Feb 2025 (6 months down).

Not yet recovered

Mar 2020

-22.2%

Peak ₹14.00 on 19 Feb 2020 → trough ₹10.90 on 23 Mar 2020 (1 months down).

Recovered in 4 months· 21 Jul 2020

Jun 2022

-14.1%

Peak ₹16.90 on 17 Jan 2022 → trough ₹14.52 on 20 Jun 2022 (5 months down).

Recovered in 3 months· 12 Sept 2022

Mar 2023

-10.2%

Peak ₹17.15 on 13 Sept 2022 → trough ₹15.41 on 28 Mar 2023 (7 months down).

Recovered in 3 months· 13 Jun 2023

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.35%	-0.66%	6/ 41
1M	+2.93%	+0.31%	1/ 41
3M	+8.73%	+4.20%	1/ 41
6M	+10.30%	+5.39%	2/ 41
YTD	+2.54%	+3.92%	11/ 40
1Y	-1.27%	+7.56%	39/ 40
2Y	-6.42%	+3.67%	38/ 39
3Y	+3.24%	+10.80%	33/ 34
5Y	+6.08%	+9.11%	23/ 24
7Y	+8.27%	+11.07%	20/ 21

Available plans & options

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