BSE - Delayed Quote INR

Motilal Oswal Bal Advtg Reg Ann IDCW-P (0P00018S38.BO)

16.53 -0.12 (-0.69%)
At close: October 26 at 1:30 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return 14.07%
5y Average Return 10.75%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Oct 25, 2024) 24.99%
Worst 1Y Total Return (Oct 25, 2024) --
Best 3Y Total Return 24.99%
Worst 3Y Total Return 4.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00018S38.BO
Category
YTD
20.69%
0.00%
1-Month
0.01%
0.00%
3-Month
9.89%
0.00%
1-Year
22.97%
0.00%
3-Year
13.89%
0.00%
5-Year
12.38%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00018S38.BO
Category
2024
--
--
2023
24.99%
--
2022
-1.42%
--
2021
7.28%
--
2020
8.80%
--
2019
8.09%
--
2018
-0.84%
--
2017
24.39%
--

2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.65% 8.04% 9.89% --
2023 -3.86% 13.76% 12.17% 1.89%
2022 -3.32% -6.56% 10.63% -1.35%
2021 1.60% 2.23% 3.98% -0.67%
2020 -14.39% 12.26% 5.35% 7.47%
2019 0.11% 1.93% 2.60% 3.24%
2018 0.07% -0.03% -2.43% 1.59%
2017 11.28% 4.62% 3.34% 3.40%
2016 -2.85% -- -- --

Rank in Category (By Total Return)

YTD 10
1-Month 84
3-Month 3
1-Year 74
3-Year 33
5-Year 82

Load Adjusted Returns

1-Year 21.97%
3-Year 13.89%
5-Year 12.38%
10-Year --

Performance & Risk

YTD Return 14.07%
5y Average Return 10.75%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Motilal Oswal Asset Management Company Limited - Portfolio Managers
Net Assets --
YTD Return 20.69%
Yield 5.20%
Morningstar Rating
Inception Date Sep 27, 2016

Fund Summary

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