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)
24.5%
Nifty 50 Index November 2023 Future
20.2%
Star Health and Allied Insurance Co Ltd
8.7%
Religare Enterprises Ltd
8.0%
Fino Payments Bank Ltd
7.2%
ZF Commercial Vehicle Control Systems India Ltd
5.3%
BSE Ltd
5.3%
Samvardhana Motherson International Ltd
5.0%
FSN E-Commerce Ventures Ltd
5.0%
Collateralized Borrowing & Lending Obligation
4.6%
Top industry exposure
Financial Services
35.8%
Consumer Cyclical
15.3%
Technology
10.3%
Industrials
7.5%
Healthcare
2.7%
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.