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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹25.1288
-0.53%
(19 Sep)
AUM
1,315 Cr
TER
0.96%
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
+33.7%
+26.7%
+23.9%
+23.7%
+22.9%
+22.6%
3Y
+23.9%
+15.3%
+12.9%
+15.2%
+16.3%
+14.9%
5Y
+22.8%
+19.6%
+14.9%
+15.0%
+14.0%
NA
ALL
+16.8%
+17.6%
+15.0%
+12.3%
+9.9%
+15.2%
VOL
13.9%
10.9%
-
10.9%
8.7%
5.9%
TER
0.7%
0.7%
-
1.0%
1.4%
0.7%
AUM
₹95,391 Cr
₹4,112 Cr
-
₹1,315 Cr
₹140 Cr
₹32,441 Cr
INFO
1.20
1.62
-
1.13
1.14
2.57
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 Aug
Top holdings
Net Receivables / (Payables)
21.0%
Nifty September 2024 Future
19.0%
Religare Enterprises Ltd
9.8%
Star Health and Allied Insurance Co Ltd
9.7%
ZF Commercial Vehicle Control Systems India Ltd
8.5%
FSN E-Commerce Ventures Ltd
8.4%
Samvardhana Motherson International Ltd
8.1%
Fino Payments Bank Ltd
6.9%
L&T Technology Services Ltd
5.0%
Piramal Enterprises Ltd
4.9%
Top industry exposure
Financial Services
34.5%
Consumer Cyclical
27.7%
Technology
10.7%
Industrials
7.0%
Consumer Defensive
1.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
285%
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)
Santosh Singh
Rakesh Shetty
Sunil Sawant

FAQs