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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹22.1951
+0.02%
(17 Jan)
AUM
1,114 Cr
TER
0.94%
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
+13.4%
+11.8%
+11.8%
+10.3%
+5.5%
+4.4%
3Y
+20.4%
+13.1%
+12.8%
+10.5%
+12.7%
+9.6%
5Y
+19.9%
NA
NA
+12.0%
+11.1%
+9.9%
ALL
+15.9%
+12.9%
+13.1%
+14.3%
+8.9%
+10.1%
VOL
13.8%
5.8%
9.3%
-
8.8%
10.9%
TER
0.8%
0.7%
0.4%
-
1.2%
0.9%
AUM
₹95,521 Cr
₹33,202 Cr
₹908 Cr
-
₹133 Cr
₹1,114 Cr
INFO
1.15
2.22
1.40
-
1.02
0.92
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 30th Nov
Top holdings
Net Receivables / (Payables)
17.8%
Nifty December 2024 Future
15.6%
Religare Enterprises Ltd
10.4%
FSN E-Commerce Ventures Ltd
9.8%
Star Health and Allied Insurance Co Ltd
9.0%
ZF Commercial Vehicle Control Systems India Ltd
8.5%
L&T Technology Services Ltd
7.8%
Samvardhana Motherson International Ltd
7.7%
Fino Payments Bank Ltd
7.0%
Piramal Enterprises Ltd
6.3%
Top industry exposure
Financial Services
34.3%
Consumer Cyclical
29.7%
Technology
13.3%
Industrials
5.5%
Healthcare
1.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
299%
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
Rakesh Shetty
Atul Mehra
Sunil Sawant

FAQs