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)
10.0%
Fino Payments Bank Ltd
9.7%
Religare Enterprises Ltd
7.8%
India (Republic of)
7.8%
Star Health and Allied Insurance Co Ltd
6.3%
Muthoot Finance Limited - NCD & Bonds
5.5%
ZF Commercial Vehicle Control Systems India Ltd
4.1%
Nifty 50 Index May 2023 Future
4.1%
LTIMindtree Ltd
3.5%
Samvardhana Motherson International Ltd
3.4%
Top industry exposure
Financial Services
35.2%
Technology
12.9%
Industrials
9.1%
Consumer Cyclical
8.5%
Consumer Defensive
3.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
320%
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.