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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹21.0160
+2.64%
(9 Feb)
AUM
872 Cr
TER
1.02%
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
+11.3%
+11.1%
+9.2%
+7.5%
+7.5%
-1.7%
3Y
+15.3%
+15.5%
+18.6%
+15.8%
+12.7%
+8.6%
5Y
NA
+13.2%
+18.1%
+12.2%
+10.6%
+6.4%
ALL
+12.4%
+15.1%
+15.3%
+10.8%
+12.4%
+8.3%
VOL
6.0%
10.7%
13.5%
8.1%
-
11.3%
TER
0.7%
0.8%
0.7%
0.7%
-
1.0%
AUM
₹40,203 Cr
₹4,748 Cr
₹1,07,971 Cr
₹3,816 Cr
-
₹872 Cr
INFO
2.07
1.41
1.14
1.34
-
0.73
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
Trp_010126
24.4%
Bharti Airtel Ltd
9.7%
Shaily Engineering Plastics Ltd
9.3%
Persistent Systems Ltd
9.0%
Eternal Ltd
7.7%
Coforge Ltd
7.6%
Ellenbarrie Industrial Gases Ltd
7.0%
Kalyan Jewellers India Ltd
6.9%
Net Receivables / (Payables)
6.5%
ICICI Bank Ltd
6.2%
Top industry exposure
Technology
16.6%
Basic Materials
16.3%
Consumer Cyclical
14.6%
Communication Services
9.7%
Financial Services
6.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
410%
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)
Varun Sharma
Swapnil Mayekar
Ajay Khandelwal
Ankit Agarwal
Sandeep Jain
Rakesh Shetty
Atul Mehra

FAQs