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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹23.1461
-0.86%
(20 Dec)
AUM
1,145 Cr
TER
0.99%
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
+19.7%
+19.2%
+18.4%
+15.0%
+13.6%
+10.2%
3Y
+15.4%
+23.4%
+15.0%
+12.6%
+13.1%
+15.4%
5Y
+13.7%
+20.9%
+17.6%
+12.9%
+11.0%
+11.9%
ALL
+13.6%
+16.3%
+16.8%
+14.3%
+10.7%
+9.3%
VOL
11.2%
13.9%
10.8%
-
10.9%
8.7%
TER
0.8%
0.7%
0.7%
-
1.0%
1.2%
AUM
₹926 Cr
₹95,570 Cr
₹4,213 Cr
-
₹1,145 Cr
₹136 Cr
INFO
1.22
1.18
1.55
-
0.99
1.06
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 Oct
Top holdings
Net Receivables / (Payables)
17.5%
Nifty November 2024 Future
14.5%
ZF Commercial Vehicle Control Systems India Ltd
9.7%
Religare Enterprises Ltd
9.5%
FSN E-Commerce Ventures Ltd
9.3%
Star Health and Allied Insurance Co Ltd
8.9%
Samvardhana Motherson International Ltd
8.0%
L&T Technology Services Ltd
7.0%
Fino Payments Bank Ltd
6.7%
Piramal Enterprises Ltd
5.5%
Top industry exposure
Financial Services
33.6%
Consumer Cyclical
30.5%
Technology
12.3%
Industrials
5.4%
Healthcare
1.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
290%
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
Santosh Singh
Rakesh Shetty
Atul Mehra
Sunil Sawant

FAQs