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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹22.5827
-0.39%
(12 Sep)
AUM
1,022 Cr
TER
0.94%
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
+4.5%
+3.2%
+3.1%
+2.1%
+0.9%
-11.3%
3Y
+14.5%
+14.6%
+14.6%
+18.9%
+11.9%
+9.8%
5Y
NA
+15.7%
+14.7%
+24.3%
+13.2%
+9.8%
ALL
+14.7%
+15.4%
+11.1%
+15.6%
+13.0%
+9.5%
VOL
6.3%
10.9%
8.2%
13.6%
-
11.2%
TER
0.5%
0.7%
0.7%
0.7%
-
0.9%
AUM
₹2,738 Cr
₹4,332 Cr
₹3,489 Cr
₹1,01,080 Cr
-
₹1,022 Cr
INFO
2.34
1.42
1.35
1.15
-
0.85
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
Eternal Ltd
10.0%
Dixon Technologies (India) Ltd
9.8%
Trent Ltd
9.1%
Coforge Ltd
8.9%
Shaily Engineering Plastics Ltd
8.7%
Poonawalla Fincorp Ltd
8.4%
Kalyan Jewellers India Ltd
8.1%
Persistent Systems Ltd
6.5%
Ellenbarrie Industrial Gases Ltd - Locked In
6.0%
One97 Communications Ltd
5.3%
Top industry exposure
Technology
30.5%
Consumer Cyclical
29.3%
Financial Services
12.8%
Basic Materials
11.3%
Industrials
4.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
444%
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)
Ajay Khandelwal
Niket Shah
Rakesh Shetty
Atul Mehra
Sunil Sawant

FAQs