Motilal Oswal Balance Advantage Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹21.8574
-1.17%
(4 Jul)
AUM
923 Cr
TER
0.97%
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
1Y
+9.4%
+8.6%
+7.2%
+5.5%
+4.7%
-6.5%
3Y
+19.7%
+17.7%
+18.0%
+23.8%
+15.2%
+13.4%
5Y
+18.3%
+15.3%
+15.2%
+25.5%
+14.1%
+10.1%
ALL
+16.2%
+11.4%
+13.1%
+15.9%
+13.8%
+9.3%
VOL
10.9%
8.3%
11.1%
13.7%
-
11.1%
TER
0.8%
0.8%
0.8%
0.8%
-
1.0%
AUM
₹4,304 Cr
₹3,161 Cr
₹978 Cr
₹1,00,299 Cr
-
₹923 Cr
INFO
1.48
1.37
1.18
1.16
-
0.84
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 (G)
₹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 May
Top holdings
Net Receivables / (Payables)
23.7%
Coforge Ltd
11.5%
Shaily Engineering Plastics Ltd
10.9%
PG Electroplast Ltd
7.6%
Persistent Systems Ltd
7.1%
Bharti Airtel Ltd
7.0%
Kalyan Jewellers India Ltd
6.1%
Bajaj Holdings and Investment Ltd
5.1%
ICICI Bank Ltd
4.7%
Polycab India Ltd
4.5%
Top industry exposure
Technology
26.3%
Consumer Cyclical
11.4%
Basic Materials
10.9%
Financial Services
9.8%
Communication Services
7.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
411%
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
Niket Shah
Rakesh Shetty
Atul Mehra
Sunil Sawant

FAQs