Motilal Oswal Balance Advantage Annual IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal Balance Advantage Annual IDCW Reinvest Direct Plan

NAV
₹16.1188
-0.27%
(20 Feb)
AUM
1,282 Cr
TER
0.95%
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
1Y
+40.1%
+40.1%
+40.1%
+29.1%
+25.7%
+22.6%
3Y
+24.0%
+24.0%
+24.0%
+10.5%
+16.0%
+12.1%
5Y
+20.6%
+20.6%
+20.6%
+10.6%
+14.2%
+12.6%
ALL
+9.0%
+9.0%
+17.3%
+9.6%
+12.1%
+14.3%
VOL
17.0%
17.0%
17.0%
11.7%
10.1%
-
TER
0.8%
0.8%
0.8%
0.9%
0.9%
-
AUM
₹77,011 Cr
₹77,011 Cr
₹77,011 Cr
₹1,282 Cr
₹1,990 Cr
-
INFO
0.53
0.53
1.02
0.82
1.19
-
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 Reinvest (DR)
₹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 Dec
Top holdings
Net Receivables / (Payables)
20.2%
Nifty 50 Index January 2024 Future
18.3%
Star Health and Allied Insurance Co Ltd
8.3%
Religare Enterprises Ltd
7.2%
FSN E-Commerce Ventures Ltd
7.0%
Fino Payments Bank Ltd
6.4%
Samvardhana Motherson International Ltd
5.3%
ZF Commercial Vehicle Control Systems India Ltd
5.2%
BSE Ltd
5.2%
L&T Technology Services Ltd
5.1%
Top industry exposure
Financial Services
33.3%
Consumer Cyclical
17.6%
Technology
10.7%
Industrials
8.5%
Healthcare
3.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
291%
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.
Fund manager(s)
Ankush Sood
Santosh Singh
Rakesh Shetty

FAQs