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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹19.1178
-2.08%
(19 Mar)
AUM
769 Cr
TER
1.07%
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
+6.7%
+4.1%
+3.9%
+3.6%
+2.7%
-3.1%
3Y
+14.0%
+14.8%
+13.4%
+16.3%
+11.0%
+6.4%
5Y
+11.6%
+11.4%
NA
+16.4%
+9.3%
+4.4%
ALL
+13.8%
+10.1%
+12.1%
+14.6%
+11.7%
+7.1%
VOL
10.8%
8.2%
7.6%
13.5%
-
11.4%
TER
0.8%
0.7%
0.7%
0.8%
-
1.1%
AUM
₹4,767 Cr
₹3,799 Cr
₹2,158 Cr
₹1,07,590 Cr
-
₹769 Cr
INFO
1.28
1.24
1.60
1.08
-
0.62
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 28th Feb
Top holdings
Collateralized Borrowing & Lending Obligation
27.0%
Net Receivables / (Payables)
11.5%
Shaily Engineering Plastics Ltd
8.7%
Bharti Airtel Ltd
7.8%
ICICI Bank Ltd
7.2%
Eternal Ltd
6.2%
Coforge Ltd
6.2%
Kalyan Jewellers India Ltd
5.3%
Ellenbarrie Industrial Gases Ltd
4.5%
IndusInd Bank Ltd
3.5%
Top industry exposure
Financial Services
17.3%
Basic Materials
13.2%
Consumer Cyclical
13.2%
Communication Services
7.8%
Industrials
7.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
346%
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
Ankit Agarwal
Sandeep Jain
Rakesh Shetty
Atul Mehra

FAQs