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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹22.7029
-0.09%
(20 Oct)
AUM
928 Cr
TER
0.94%
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
+6.8%
+6.4%
+5.8%
+4.6%
+3.2%
-7.7%
3Y
+16.2%
+15.4%
+15.9%
+20.1%
+13.2%
+10.8%
5Y
+15.6%
NA
+14.4%
+25.1%
+13.2%
+9.8%
ALL
+15.6%
+14.8%
+11.2%
+15.7%
+13.2%
+9.5%
VOL
10.8%
6.2%
8.2%
13.6%
-
11.3%
TER
0.7%
0.5%
0.8%
0.7%
-
0.9%
AUM
₹4,362 Cr
₹2,779 Cr
₹3,591 Cr
₹1,03,041 Cr
-
₹928 Cr
INFO
1.45
2.37
1.37
1.15
-
0.84
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 Sep
Top holdings
Eternal Ltd
9.6%
Shaily Engineering Plastics Ltd
9.4%
Coforge Ltd
9.0%
Dixon Technologies (India) Ltd
8.8%
Trent Ltd
8.8%
Kalyan Jewellers India Ltd
8.1%
Persistent Systems Ltd
6.5%
Ellenbarrie Industrial Gases Ltd
6.1%
One97 Communications Ltd
5.4%
Poonawalla Fincorp Ltd
5.1%
Top industry exposure
Technology
29.7%
Consumer Cyclical
28.6%
Basic Materials
15.5%
Financial Services
9.7%
Healthcare
6.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
427%
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