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Motilal Oswal Balance Advantage Annual IDCW Payout Direct Plan
Hybrid
Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balance Advantage Annual IDCW Payout Direct Plan
SIP amount
₹
Min. ₹500
Lumpsum amount
₹
Min. ₹500
Invest now
Add to cart
Motilal Oswal Balance Advantage Annual IDCW Payout Direct Plan
NAV
₹17.2513
+1.19%
(26 Jul)
AUM
1,227 Cr
TER
0.96%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
HDFC Balanced Advantag...
HDFC Balanced Advantag...
HDFC Balanced Advantag...
Motilal Oswal Balance ...
Category Average
Bank Of India Balanced...
1Y
+39.4%
+39.4%
+39.4%
+26.9%
+24.3%
+23.5%
3Y
+25.0%
+25.0%
+25.0%
+13.4%
+13.1%
+16.4%
5Y
+21.1%
+21.1%
+21.1%
+12.5%
+13.8%
+13.6%
ALL
+9.7%
+9.7%
+18.1%
+10.7%
+15.1%
+9.0%
VOL
16.9%
16.9%
16.9%
11.9%
-
10.0%
TER
0.7%
0.7%
0.7%
1.0%
-
1.4%
AUM
₹89,903 Cr
₹89,903 Cr
₹89,903 Cr
₹1,227 Cr
-
₹133 Cr
INFO
0.57
0.57
1.07
0.89
-
0.91
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 Annual IDCW Payout (DP)
₹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 30th Jun
Top holdings
Net Receivables / (Payables)
21.4%
Nifty 50 Index July 2024 Future
19.4%
Star Health and Allied Insurance Co Ltd
9.3%
Religare Enterprises Ltd
9.2%
Samvardhana Motherson International Ltd
9.0%
ZF Commercial Vehicle Control Systems India Ltd
8.8%
FSN E-Commerce Ventures Ltd
8.5%
Fino Payments Bank Ltd
5.4%
L&T Technology Services Ltd
5.0%
Piramal Enterprises Ltd
4.8%
Top industry exposure
Financial Services
31.7%
Consumer Cyclical
26.3%
Industrials
10.1%
Technology
9.9%
Communication Services
1.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
297%
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)
Santosh Singh
Rakesh Shetty
Sunil Sawant
More details
Fund offer document
All funds from MOTILAL OSWAL
FAQs
Monthly SIP
One Time