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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹20.6588
+0.18%
(15 May)
AUM
904 Cr
TER
0.98%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+16.1%
+11.4%
+11.1%
+10.4%
+8.1%
-2.5%
3Y
+17.6%
+17.9%
+17.3%
+23.9%
+14.1%
+11.2%
5Y
+16.5%
+19.6%
+16.6%
+27.8%
+15.5%
+11.5%
ALL
+11.4%
+15.8%
+13.1%
+15.9%
+14.1%
+8.8%
VOL
8.3%
11.0%
11.2%
13.8%
-
11.2%
TER
0.8%
0.8%
0.8%
0.8%
-
1.0%
AUM
₹2,935 Cr
₹4,155 Cr
₹965 Cr
₹97,461 Cr
-
₹904 Cr
INFO
1.37
1.43
1.17
1.16
-
0.78
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)
26.0%
Nifty May 2025 Future
10.5%
Coforge Ltd
10.1%
Shaily Engineering Plastics Ltd
8.5%
Persistent Systems Ltd
7.9%
Bharti Airtel Ltd
7.2%
Polycab India Ltd
7.0%
Trent Ltd
5.7%
ICICI Bank Ltd
4.7%
Bajaj Holdings and Investment Ltd
4.6%
Top industry exposure
Technology
18.1%
Financial Services
17.5%
Basic Materials
8.5%
Industrials
8.3%
Communication Services
7.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
363%
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