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Motilal Oswal Balance Advantage Quarterly IDCW Reinvest Direct Plan
Hybrid
Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balance Advantage Quarterly IDCW Reinvest Direct Plan
SIP amount
₹
Min. ₹500
Lumpsum amount
₹
Min. ₹500
Invest now
Add to cart
Motilal Oswal Balance Advantage Quarterly IDCW Reinvest Direct Plan
NAV
₹14.7982
-1.26%
(8 Nov)
AUM
1,316 Cr
TER
0.96%
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
HDFC Balanced Advantag...
HDFC Balanced Advantag...
HDFC Balanced Advantag...
Axis Balanced Advantag...
Category Average
Motilal Oswal Balance ...
1Y
+32.6%
+32.6%
+32.6%
+29.9%
+22.4%
+18.1%
3Y
+21.9%
+21.9%
+21.9%
+16.5%
+11.9%
+11.8%
5Y
+20.8%
+20.8%
+20.8%
+15.8%
+13.2%
+10.5%
ALL
+9.5%
+9.5%
+17.4%
+12.9%
+14.7%
+10.2%
VOL
16.8%
16.8%
16.8%
10.4%
-
11.6%
TER
0.7%
0.7%
0.7%
0.8%
-
1.0%
AUM
₹96,536 Cr
₹96,536 Cr
₹96,536 Cr
₹2,577 Cr
-
₹1,316 Cr
INFO
0.57
0.57
1.04
1.25
-
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 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 Aug
Top holdings
Net Receivables / (Payables)
21.0%
Nifty September 2024 Future
19.0%
Religare Enterprises Ltd
9.8%
Star Health and Allied Insurance Co Ltd
9.7%
ZF Commercial Vehicle Control Systems India Ltd
8.5%
FSN E-Commerce Ventures Ltd
8.4%
Samvardhana Motherson International Ltd
8.1%
Fino Payments Bank Ltd
6.9%
L&T Technology Services Ltd
5.0%
Piramal Enterprises Ltd
4.9%
Top industry exposure
Financial Services
34.5%
Consumer Cyclical
27.7%
Technology
10.7%
Industrials
7.0%
Consumer Defensive
1.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
285%
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
More details
Fund offer document
All funds from MOTILAL OSWAL
FAQs
Monthly SIP
One Time