Motilal Oswal Balance Advantage Quarterly IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal Balance Advantage Quarterly IDCW Payout Direct Plan

NAV
₹13.8794
-0.02%
(19 Apr)
AUM
1,236 Cr
TER
0.98%
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
+39.6%
+39.6%
+39.6%
+33.8%
+25.9%
+24.0%
3Y
+26.0%
+26.0%
+26.0%
+10.1%
+15.1%
+12.4%
5Y
+18.1%
+18.1%
+18.1%
+9.6%
+9.8%
+11.6%
ALL
+9.0%
+9.0%
+17.0%
+9.4%
+8.6%
+14.1%
VOL
17.0%
17.0%
17.0%
11.5%
9.7%
-
TER
0.8%
0.8%
0.8%
1.0%
1.5%
-
AUM
₹78,759 Cr
₹78,759 Cr
₹78,759 Cr
₹1,236 Cr
₹122 Cr
-
INFO
0.53
0.53
1.00
0.82
0.88
-
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 Quarterly IDCW Payout (DP)
₹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 Mar
Top holdings
Net Receivables / (Payables)
21.1%
Nifty 50 Index April 2024 Future
17.9%
Star Health and Allied Insurance Co Ltd
8.9%
Samvardhana Motherson International Ltd
7.7%
FSN E-Commerce Ventures Ltd
6.6%
ZF Commercial Vehicle Control Systems India Ltd
6.2%
Religare Enterprises Ltd
5.6%
Fino Payments Bank Ltd
5.4%
Dreamfolks Services Ltd
4.4%
BSE Ltd
4.4%
Top industry exposure
Financial Services
31.0%
Consumer Cyclical
20.5%
Industrials
11.1%
Technology
8.8%
Healthcare
3.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
292%
Lock-in period
-
Exit load
• 1% for redemption within 15 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