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 Mar
Top holdings
Net Receivables / (Payables)
21.1%
Nifty 50 Index April 2024 Future
17.9%
Star Health and Allied Insurance Co Ltd
8.9%
Samvardhana Motherson International Ltd
7.7%
FSN E-Commerce Ventures Ltd
6.6%
ZF Commercial Vehicle Control Systems India Ltd
6.2%
Religare Enterprises Ltd
5.6%
Fino Payments Bank Ltd
5.4%
Dreamfolks Services Ltd
4.4%
BSE Ltd
4.4%
Top industry exposure
Financial Services
31.0%
Consumer Cyclical
20.5%
Industrials
11.1%
Technology
8.8%
Healthcare
3.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
292%
Lock-in period
-
Exit load
• 1% for redemption within 15 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.