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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹21.7040
-0.40%
(29 May)
AUM
1,247 Cr
TER
0.98%
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
+43.3%
+29.5%
+28.7%
+27.2%
+26.6%
+23.7%
3Y
+24.8%
+12.0%
+16.0%
+15.0%
+16.2%
+12.3%
5Y
+19.2%
+11.3%
+17.1%
+16.2%
+10.8%
+12.0%
ALL
+16.7%
+10.7%
+17.0%
+13.5%
+9.8%
+15.0%
VOL
13.9%
10.8%
10.8%
8.8%
8.4%
-
TER
0.7%
1.0%
0.7%
0.5%
1.4%
-
AUM
₹83,549 Cr
₹1,247 Cr
₹3,805 Cr
₹11,136 Cr
₹126 Cr
-
INFO
1.20
0.99
1.58
1.53
1.16
-
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)
20.6%
Nifty 50 Index May 2024 Future
17.9%
Star Health and Allied Insurance Co Ltd
9.2%
Samvardhana Motherson International Ltd
9.0%
FSN E-Commerce Ventures Ltd
7.2%
Religare Enterprises Ltd
6.6%
ZF Commercial Vehicle Control Systems India Ltd
6.2%
Fino Payments Bank Ltd
5.5%
L&T Technology Services Ltd
5.0%
Dreamfolks Services Ltd
4.8%
Top industry exposure
Financial Services
30.6%
Consumer Cyclical
22.4%
Industrials
11.8%
Technology
9.9%
Communication Services
2.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
293%
Lock-in period
-
Exit load
• 1% for redemption within 15 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)
Ankush Sood
Santosh Singh
Rakesh Shetty

FAQs