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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹21.8835
-0.17%
(18 Dec)
AUM
937 Cr
TER
0.99%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+9.0%
+5.6%
+5.3%
+5.0%
+3.7%
-6.5%
3Y
+15.0%
+15.4%
+15.0%
+18.1%
+12.2%
+9.9%
5Y
NA
+13.1%
+13.7%
+20.3%
+11.4%
+7.9%
ALL
+12.6%
+11.1%
+15.3%
+15.4%
+12.6%
+8.9%
VOL
6.0%
8.1%
10.7%
13.5%
-
11.3%
TER
0.7%
0.7%
0.7%
0.7%
-
1.0%
AUM
₹39,337 Cr
₹3,810 Cr
₹4,697 Cr
₹1,07,971 Cr
-
₹937 Cr
INFO
2.11
1.36
1.42
1.14
-
0.79
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
Trp_011225
29.0%
Shaily Engineering Plastics Ltd
10.0%
Bharti Airtel Ltd
9.0%
Eternal Ltd
8.8%
Persistent Systems Ltd
8.5%
Coforge Ltd
8.2%
Kalyan Jewellers India Ltd
6.7%
HealthCare Global Enterprises Ltd
5.8%
Ellenbarrie Industrial Gases Ltd
5.1%
Net Receivables / (Payables)
4.8%
Top industry exposure
Technology
16.6%
Consumer Cyclical
15.5%
Basic Materials
15.1%
Communication Services
9.0%
Healthcare
7.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
422%
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
Niket Shah
Rakesh Shetty
Atul Mehra
Sunil Sawant

FAQs