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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹18.8194
-1.64%
(30 Mar)
AUM
769 Cr
TER
1.07%
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
+3.7%
+1.9%
+1.6%
+0.7%
-1.0%
-5.1%
3Y
+14.1%
+14.7%
+13.4%
+16.3%
+10.2%
+6.4%
5Y
+11.6%
+11.3%
NA
+16.8%
+8.7%
+4.0%
ALL
+13.7%
+10.0%
+11.8%
+14.5%
+11.5%
+6.9%
VOL
10.9%
8.2%
7.7%
13.5%
-
11.4%
TER
0.8%
0.7%
0.7%
0.8%
-
1.1%
AUM
₹4,767 Cr
₹3,799 Cr
₹2,158 Cr
₹1,07,590 Cr
-
₹769 Cr
INFO
1.26
1.22
1.53
1.07
-
0.60
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 28th Feb
Top holdings
Collateralized Borrowing & Lending Obligation
27.0%
Net Receivables / (Payables)
11.5%
Shaily Engineering Plastics Ltd
8.7%
Bharti Airtel Ltd
7.8%
ICICI Bank Ltd
7.2%
Eternal Ltd
6.2%
Coforge Ltd
6.2%
Kalyan Jewellers India Ltd
5.3%
Ellenbarrie Industrial Gases Ltd
4.5%
IndusInd Bank Ltd
3.5%
Top industry exposure
Financial Services
17.3%
Basic Materials
13.2%
Consumer Cyclical
13.2%
Communication Services
7.8%
Industrials
7.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
346%
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
Ankit Agarwal
Sandeep Jain
Rakesh Shetty
Atul Mehra

FAQs