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

Motilal Oswal Balance Advantage Annual IDCW Reinvest Direct Plan

NAV
₹15.4737
-0.82%
(15 Apr)
AUM
1,236 Cr
TER
0.98%
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
+40.2%
+40.2%
+40.2%
+33.4%
+27.4%
+24.0%
3Y
+27.1%
+27.1%
+27.1%
+11.6%
+15.8%
+12.6%
5Y
+18.4%
+18.4%
+18.4%
+10.2%
+10.2%
+11.7%
ALL
+9.0%
+9.0%
+17.2%
+9.6%
+8.7%
+14.1%
VOL
17.0%
17.0%
17.0%
11.9%
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
1.01
0.81
0.90
-
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 Annual 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 29th Feb
Top holdings
Net Receivables / (Payables)
21.4%
Nifty 50 Index March 2024 Future
17.5%
Star Health and Allied Insurance Co Ltd
9.0%
FSN E-Commerce Ventures Ltd
6.9%
Samvardhana Motherson International Ltd
6.8%
Religare Enterprises Ltd
6.3%
Fino Payments Bank Ltd
5.8%
ZF Commercial Vehicle Control Systems India Ltd
5.0%
BSE Ltd
4.9%
Dreamfolks Services Ltd
4.4%
Top industry exposure
Financial Services
33.4%
Consumer Cyclical
18.7%
Industrials
10.5%
Technology
8.5%
Healthcare
2.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
287%
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