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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹22.4831
+0.78%
(22 Aug)
AUM
987 Cr
TER
0.93%
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
+5.1%
+5.1%
+4.3%
+1.9%
+1.7%
-9.5%
3Y
+15.8%
+15.1%
+15.2%
+20.0%
+12.6%
+11.3%
5Y
+15.9%
+14.6%
+14.2%
+23.1%
+13.0%
+9.8%
ALL
+15.5%
+11.1%
+12.9%
+15.6%
+13.2%
+9.5%
VOL
10.9%
8.3%
11.1%
13.6%
-
11.2%
TER
0.7%
0.7%
0.8%
0.7%
-
0.9%
AUM
₹4,424 Cr
₹3,431 Cr
₹1,034 Cr
₹1,01,773 Cr
-
₹987 Cr
INFO
1.43
1.34
1.17
1.14
-
0.85
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 31st Jul
Top holdings
Kalyan Jewellers India Ltd
9.3%
Coforge Ltd
9.2%
Dixon Technologies (India) Ltd
8.9%
Poonawalla Fincorp Ltd
8.5%
Shaily Engineering Plastics Ltd
8.0%
Ellenbarrie Industrial Gases Ltd
6.9%
Persistent Systems Ltd
6.5%
Sun Pharmaceuticals Industries Ltd
6.1%
Bharti Airtel Ltd
5.8%
Trent Ltd
5.1%
Top industry exposure
Technology
24.7%
Consumer Cyclical
19.1%
Basic Materials
14.9%
Financial Services
13.5%
Healthcare
10.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
441%
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)
Ajay Khandelwal
Niket Shah
Rakesh Shetty
Atul Mehra
Sunil Sawant

FAQs