Motilal Oswal Balance Advantage Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹20.6153
+0.35%
(18 Feb)
AUM
797 Cr
TER
1.05%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+17.1%
+12.7%
+12.6%
+10.9%
+10.1%
+4.6%
3Y
+15.6%
+18.7%
+15.3%
+15.9%
+12.6%
+8.2%
5Y
+13.1%
+17.7%
NA
+12.0%
+10.4%
+5.8%
ALL
+15.2%
+15.3%
+11.7%
+10.9%
+12.4%
+8.0%
VOL
10.7%
13.5%
9.2%
8.1%
-
11.3%
TER
0.8%
0.7%
0.6%
0.7%
-
1.1%
AUM
₹4,672 Cr
₹1,06,821 Cr
₹913 Cr
₹3,773 Cr
-
₹797 Cr
INFO
1.42
1.14
1.27
1.34
-
0.70
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Motilal Oswal Balance Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
Collateralized Borrowing & Lending Obligation
22.0%
Shaily Engineering Plastics Ltd
9.0%
Net Receivables / (Payables)
8.3%
Coforge Ltd
8.3%
Bharti Airtel Ltd
7.8%
Eternal Ltd
7.7%
Persistent Systems Ltd
7.4%
ICICI Bank Ltd
6.8%
Ellenbarrie Industrial Gases Ltd
5.2%
Kalyan Jewellers India Ltd
4.5%
Top industry exposure
Technology
15.7%
Basic Materials
14.2%
Consumer Cyclical
13.2%
Financial Services
12.2%
Communication Services
7.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
400%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.
Fund manager(s)
Varun Sharma
Swapnil Mayekar
Ajay Khandelwal
Ankit Agarwal
Sandeep Jain
Rakesh Shetty
Atul Mehra

FAQs