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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹18.8177
-0.81%
(28 Feb)
AUM
1,011 Cr
TER
0.99%
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
+10.3%
+6.6%
+5.3%
+2.8%
-1.8%
-10.1%
3Y
+13.4%
+13.6%
+20.6%
+10.7%
+13.5%
+6.5%
5Y
+12.6%
NA
+20.1%
+11.4%
+10.1%
+6.5%
ALL
+10.8%
+11.9%
+15.5%
+13.8%
+8.5%
+7.9%
VOL
8.3%
5.8%
13.8%
-
8.8%
11.1%
TER
0.8%
0.7%
0.8%
-
1.2%
1.0%
AUM
₹2,652 Cr
₹33,309 Cr
₹94,251 Cr
-
₹132 Cr
₹1,011 Cr
INFO
1.29
2.05
1.12
-
0.97
0.71
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 Jan
Top holdings
Net Receivables / (Payables)
21.3%
Nifty February 2025 Future
17.2%
Religare Enterprises Ltd
8.5%
ZF Commercial Vehicle Control Systems India Ltd
7.5%
L&T Technology Services Ltd
7.3%
Fino Payments Bank Ltd
6.2%
Piramal Enterprises Ltd
6.1%
Samvardhana Motherson International Ltd
4.4%
Star Health and Allied Insurance Co Ltd
4.3%
Dreamfolks Services Ltd
4.3%
Top industry exposure
Financial Services
32.0%
Technology
18.3%
Consumer Cyclical
17.2%
Industrials
9.9%
Consumer Defensive
1.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
291%
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