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Motilal Oswal Balance Advantage Quarterly IDCW Payout Direct Plan
Hybrid
Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balance Advantage Quarterly IDCW Payout Direct Plan
SIP amount
₹
Min. ₹500
Lumpsum amount
₹
Min. ₹500
Invest now
Add to cart
Motilal Oswal Balance Advantage Quarterly IDCW Payout Direct Plan
NAV
₹11.4657
+0.49%
(2 Jun)
AUM
624 Cr
TER
1.18%
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
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Category Average
Motilal Oswal Balance ...
1Y
+18.2%
+18.2%
+18.2%
+14.3%
+10.2%
+7.2%
3Y
+28.0%
+28.0%
+28.0%
+18.7%
+14.4%
+7.3%
5Y
+13.1%
+13.1%
+13.1%
NA
+8.4%
+4.9%
ALL
+6.6%
+6.6%
+13.1%
+14.5%
+15.7%
+6.9%
VOL
17.5%
17.5%
17.5%
12.9%
-
11.6%
TER
0.9%
0.9%
0.9%
0.7%
-
1.2%
AUM
₹54,413 Cr
₹54,413 Cr
₹54,413 Cr
₹3,173 Cr
-
₹624 Cr
INFO
0.38
0.38
0.75
1.12
-
0.59
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 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 - 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.
Fund manager(s)
Ankush Sood
Santosh Singh
Rakesh Shetty
More details
Fund offer document
All funds from MOTILAL OSWAL
FAQs
Monthly SIP
One Time