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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹16.8947
+0.36%
(31 May)
AUM
624 Cr
TER
1.18%
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
+20.9%
+16.2%
+12.6%
+11.9%
+10.3%
+9.0%
3Y
+29.2%
+19.6%
+18.9%
+18.4%
+15.1%
+10.5%
5Y
+13.8%
NA
+12.4%
+10.9%
+8.5%
+6.4%
ALL
+14.4%
+14.7%
+12.3%
+12.7%
+15.7%
+8.1%
VOL
14.3%
11.4%
9.0%
9.6%
-
10.9%
TER
0.9%
0.7%
0.5%
0.9%
-
1.2%
AUM
₹54,413 Cr
₹3,173 Cr
₹8,907 Cr
₹45,584 Cr
-
₹624 Cr
INFO
1.01
1.29
1.37
1.33
-
0.74
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 30th Apr
Top holdings
Net Receivables / (Payables)
10.0%
Fino Payments Bank Ltd
9.7%
Religare Enterprises Ltd
7.8%
India (Republic of)
7.8%
Star Health and Allied Insurance Co Ltd
6.3%
Muthoot Finance Limited - NCD & Bonds
5.5%
ZF Commercial Vehicle Control Systems India Ltd
4.1%
Nifty 50 Index May 2023 Future
4.1%
LTIMindtree Ltd
3.5%
Samvardhana Motherson International Ltd
3.4%
Top industry exposure
Financial Services
35.2%
Technology
12.9%
Industrials
9.1%
Consumer Cyclical
8.5%
Consumer Defensive
3.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
320%
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)
Ankush Sood
Santosh Singh
Rakesh Shetty

FAQs