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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹20.6051
+2.05%
(3 Feb)
AUM
872 Cr
TER
1.02%
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
+11.2%
+9.2%
+8.2%
+7.2%
+5.6%
-4.0%
3Y
+15.6%
+18.6%
+15.9%
+14.8%
+12.2%
+7.5%
5Y
+13.6%
+20.2%
+13.3%
NA
+10.5%
+5.8%
ALL
+14.9%
+15.3%
+10.8%
+11.2%
+12.3%
+7.8%
VOL
10.7%
13.5%
8.1%
9.2%
-
11.3%
TER
0.8%
0.7%
0.7%
0.5%
-
1.0%
AUM
₹4,748 Cr
₹1,07,971 Cr
₹3,816 Cr
₹928 Cr
-
₹872 Cr
INFO
1.39
1.13
1.33
1.21
-
0.69
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 Dec
Top holdings
Trp_010126
24.4%
Bharti Airtel Ltd
9.7%
Shaily Engineering Plastics Ltd
9.3%
Persistent Systems Ltd
9.0%
Eternal Ltd
7.7%
Coforge Ltd
7.6%
Ellenbarrie Industrial Gases Ltd
7.0%
Kalyan Jewellers India Ltd
6.9%
Net Receivables / (Payables)
6.5%
ICICI Bank Ltd
6.2%
Top industry exposure
Technology
16.6%
Basic Materials
16.3%
Consumer Cyclical
14.6%
Communication Services
9.7%
Financial Services
6.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
410%
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)
Varun Sharma
Swapnil Mayekar
Ajay Khandelwal
Ankit Agarwal
Sandeep Jain
Rakesh Shetty
Atul Mehra

FAQs