Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth
Motilal Oswal Mutual Fund · Dynamic Asset Allocation or Balanced Advantage
NAV as of 18 Sept 2026
₹19.4488
- 1y return
- −6.95%
- absolute
- 3y return
- +1.12%
- CAGR
- 5y return
- +4.49%
- CAGR
Low ₹16.7748High ₹20.9021
Scheme details
- Fund house
- Motilal Oswal Mutual Fund
- Category
- Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
- Plan
- Regular Plan
- Option
- Growth
- AMFI scheme code
- 139870
- ISIN (growth / payout)
- INF247L01585
- ISIN (reinvestment)
- —
- 52-week high
- ₹20.9021
- 52-week low
- ₹16.7748
SIP projection
An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.
- Amount invested
- ₹6,00,000
- Projected value at 1.1% p.a.
- ₹6,34,518
Other variants of this fund
| Scheme | Plan | NAV | 1y | 3y | 5y |
|---|---|---|---|---|---|
| Motilal Oswal Balanced Advantage FundDirect · Growth | Direct · Growth | ₹21.9504 | −5.76% | ||
| Motilal Oswal Balanced Advantage FundDirect · Reinvestment/Payout | Direct · Reinvestment/Payout | ₹14.0435 | −11.40% | ||
| Motilal Oswal Balanced Advantage FundDirect · Reinvestment/Payout | Direct · Reinvestment/Payout | ₹12.2266 | −12.61% | ||
| Motilal Oswal Balanced Advantage FundRegular · Payout | Regular · Payout | ₹13.1126 | −12.51% | ||
| Motilal Oswal Balanced Advantage FundRegular · Reinvestment/Payout | Regular · Reinvestment/Payout | ₹11.2701 | −13.72% |
Dynamic Asset Allocation or Balanced Advantage peers, sorted by 1-year return
Same plan and option, from other fund houses. Sorted by a fact, not a recommendation.
| Scheme | Fund house | Plan | NAV | 1y | 3y | 5y |
|---|---|---|---|---|---|---|
| Parag Parikh Dynamic Asset Allocation FundRegular · Growth | PPFAS Mutual Fund | Regular · Growth | ₹11.7498 | +3.31% | ||
| ICICI Prudential Balanced Advantage FundRegular · Growth | ICICI Prudential Mutual Fund | Regular · Growth | ₹77.98 | +2.81% | ||
| BANDHAN Balanced Advantage FundRegular · Growth | Bandhan Mutual Fund | Regular · Growth | ₹25.239 | +2.78% | ||
| Edelweiss Balanced Advantage FundRegular · Growth | Edelweiss Mutual Fund | Regular · Growth | ₹52.81 | +2.74% | ||
| DSP Dynamic Asset Allocation FundRegular · Growth | DSP Mutual Fund | Regular · Growth | ₹28.532 | +2.31% | ||
| BANK OF INDIA BALANCED ADVANTAGE FUNDRegular · Growth | Bank of India Mutual Fund | Regular · Growth | ₹25.7208 | +2.30% |
Thinking about this fund?
Talk to Yenmo Wealth Advisors about whether it fits your goals and how to invest.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. Yenmo Wealth Advisors is an AMFI-registered mutual fund distributor and does not provide investment advice.