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

Motilal Oswal Balance Advantage Quarterly IDCW Reinvest Direct Plan

NAV
₹14.2577
-0.42%
(26 Dec)
AUM
1,145 Cr
TER
0.99%
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
+19.9%
+19.3%
+19.3%
+19.3%
+14.3%
+11.1%
3Y
+16.7%
+23.4%
+23.4%
+23.4%
+12.3%
+11.3%
5Y
+15.4%
+20.6%
+20.6%
+20.6%
+12.9%
+9.1%
ALL
+12.6%
+16.8%
+9.3%
+9.3%
+14.3%
+9.4%
VOL
10.4%
16.7%
16.7%
16.7%
-
11.6%
TER
0.8%
0.8%
0.8%
0.8%
-
1.0%
AUM
₹2,599 Cr
₹95,570 Cr
₹95,570 Cr
₹95,570 Cr
-
₹1,145 Cr
INFO
1.22
1.01
0.56
0.56
-
0.82
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 Reinvest (DR)
₹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 Oct
Top holdings
Net Receivables / (Payables)
17.5%
Nifty November 2024 Future
14.5%
ZF Commercial Vehicle Control Systems India Ltd
9.7%
Religare Enterprises Ltd
9.5%
FSN E-Commerce Ventures Ltd
9.3%
Star Health and Allied Insurance Co Ltd
8.9%
Samvardhana Motherson International Ltd
8.0%
L&T Technology Services Ltd
7.0%
Fino Payments Bank Ltd
6.7%
Piramal Enterprises Ltd
5.5%
Top industry exposure
Financial Services
33.6%
Consumer Cyclical
30.5%
Technology
12.3%
Industrials
5.4%
Healthcare
1.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
290%
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
Santosh Singh
Rakesh Shetty
Atul Mehra
Sunil Sawant

FAQs