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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹20.5082
-1.46%
(28 Jan)
AUM
1,114 Cr
TER
0.94%
Risk
Very 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
+15.7%
+11.1%
+10.7%
+7.8%
+4.5%
-3.8%
3Y
+13.2%
+13.5%
+19.9%
+10.7%
+13.4%
+7.7%
5Y
+13.0%
NA
+19.8%
+11.5%
+10.9%
+8.4%
ALL
+11.0%
+12.3%
+15.7%
+14.1%
+8.7%
+9.0%
VOL
8.3%
5.8%
13.8%
-
8.8%
11.0%
TER
0.8%
0.7%
0.8%
-
1.2%
0.9%
AUM
₹2,634 Cr
₹33,202 Cr
₹95,521 Cr
-
₹133 Cr
₹1,114 Cr
INFO
1.32
2.12
1.13
-
0.99
0.82
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 Dec
Top holdings
Net Receivables / (Payables)
18.1%
Nifty January 2025 Future
15.7%
Religare Enterprises Ltd
10.4%
ZF Commercial Vehicle Control Systems India Ltd
8.5%
Fino Payments Bank Ltd
6.2%
Piramal Enterprises Ltd
6.0%
Samvardhana Motherson International Ltd
5.8%
L&T Technology Services Ltd
5.8%
FSN E-Commerce Ventures Ltd
5.6%
Star Health and Allied Insurance Co Ltd
5.4%
Top industry exposure
Financial Services
31.0%
Consumer Cyclical
23.3%
Technology
17.9%
Industrials
8.3%
Consumer Defensive
1.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
299%
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
Rakesh Shetty
Atul Mehra
Sunil Sawant

FAQs