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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹20.9002
-0.04%
(1 Dec)
AUM
786 Cr
TER
1.15%
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
+24.9%
+22.8%
+12.0%
+11.9%
+11.6%
+11.5%
3Y
+12.3%
+26.7%
+14.5%
+14.5%
+11.9%
+14.0%
5Y
+11.4%
+17.6%
NA
+14.2%
+10.8%
+12.1%
ALL
+10.8%
+15.5%
+13.7%
+12.6%
+14.3%
+12.2%
VOL
10.8%
14.1%
9.5%
8.8%
-
11.9%
TER
1.1%
0.8%
0.3%
0.5%
-
0.5%
AUM
₹786 Cr
₹63,981 Cr
₹7,605 Cr
₹9,338 Cr
-
₹6,958 Cr
INFO
1.00
1.10
1.44
1.43
-
1.03
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 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.
Fund manager(s)
Ankush Sood
Santosh Singh
Rakesh Shetty

FAQs