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
₹11.0963
+1.79%
(17 Mar)
AUM
769 Cr
TER
1.07%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+6.6%
+6.6%
+6.5%
+6.5%
+5.6%
+0.1%
3Y
+17.6%
+17.6%
+16.7%
+16.7%
+11.4%
+6.7%
5Y
+14.6%
+14.6%
+16.2%
+16.2%
+9.5%
+3.6%
ALL
+11.9%
+11.9%
+8.5%
+8.5%
+11.8%
+6.3%
VOL
10.2%
10.2%
16.1%
16.1%
-
12.0%
TER
0.7%
0.7%
0.8%
0.8%
-
1.1%
AUM
₹3,799 Cr
₹3,799 Cr
₹1,07,590 Cr
₹1,07,590 Cr
-
₹769 Cr
INFO
1.17
1.17
0.53
0.53
-
0.53
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 28th Feb
Top holdings
Collateralized Borrowing & Lending Obligation
27.0%
Net Receivables / (Payables)
11.5%
Shaily Engineering Plastics Ltd
8.7%
Bharti Airtel Ltd
7.8%
ICICI Bank Ltd
7.2%
Eternal Ltd
6.2%
Coforge Ltd
6.2%
Kalyan Jewellers India Ltd
5.3%
Ellenbarrie Industrial Gases Ltd
4.5%
IndusInd Bank Ltd
3.5%
Top industry exposure
Financial Services
17.3%
Basic Materials
13.2%
Consumer Cyclical
13.2%
Communication Services
7.8%
Industrials
7.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
346%
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)
Varun Sharma
Swapnil Mayekar
Ankit Agarwal
Sandeep Jain
Rakesh Shetty
Atul Mehra

FAQs