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
₹12.2582
+0.34%
(25 Apr)
AUM
918 Cr
TER
1.03%
Risk
Moderately 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
+13.4%
+8.0%
+8.0%
+8.0%
+5.1%
-10.6%
3Y
+17.7%
+20.5%
+20.5%
+20.5%
+11.5%
+6.3%
5Y
+19.1%
+26.7%
+26.7%
+26.7%
+15.0%
+8.6%
ALL
+13.1%
+15.9%
+9.0%
+9.0%
+14.0%
+7.1%
VOL
10.6%
16.6%
16.6%
16.6%
-
11.8%
TER
0.8%
0.9%
0.9%
0.9%
-
1.0%
AUM
₹2,808 Cr
₹94,824 Cr
₹94,824 Cr
₹94,824 Cr
-
₹918 Cr
INFO
1.24
0.96
0.55
0.55
-
0.60
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 Mar
Top holdings
Net Receivables / (Payables)
40.9%
Collateralized Borrowing & Lending Obligation
19.7%
Nifty April 2025 Future
10.0%
Shaily Engineering Plastics Ltd
9.9%
Polycab India Ltd
6.3%
Trent Ltd
5.8%
Coforge Ltd
4.9%
Trent Limited April 2025 Future
4.2%
CG Power & Industrial Solutions Ltd
4.2%
Muthoot Finance Limited - NCD & Bonds - NCD & Bonds
3.8%
Top industry exposure
Industrials
10.5%
Basic Materials
9.9%
Technology
8.1%
Consumer Cyclical
5.8%
Healthcare
3.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
318%
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