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 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
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.