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 Jan
Top holdings
Net Receivables / (Payables)
21.3%
Nifty February 2025 Future
17.2%
Religare Enterprises Ltd
8.5%
ZF Commercial Vehicle Control Systems India Ltd
7.5%
L&T Technology Services Ltd
7.3%
Fino Payments Bank Ltd
6.2%
Piramal Enterprises Ltd
6.1%
Samvardhana Motherson International Ltd
4.4%
Star Health and Allied Insurance Co Ltd
4.3%
Dreamfolks Services Ltd
4.3%
Top industry exposure
Financial Services
32.0%
Technology
18.3%
Consumer Cyclical
17.2%
Industrials
9.9%
Consumer Defensive
1.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
291%
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.