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

Motilal Oswal Balance Advantage Growth Direct Plan

NAV
₹21.4278
-0.02%
(19 Apr)
AUM
1,236 Cr
TER
0.98%
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
+39.2%
+33.9%
+27.7%
+26.2%
+25.8%
+24.3%
3Y
+25.9%
+12.2%
+15.4%
+14.6%
+15.1%
+12.7%
5Y
+18.6%
+11.2%
+16.5%
+15.6%
+9.8%
+11.6%
ALL
+16.3%
+10.6%
+16.5%
+13.2%
+9.4%
+14.2%
VOL
14.0%
10.8%
10.9%
8.8%
8.4%
-
TER
0.8%
1.0%
0.7%
0.5%
1.5%
-
AUM
₹79,875 Cr
₹1,236 Cr
₹3,784 Cr
₹10,738 Cr
₹122 Cr
-
INFO
1.16
0.98
1.52
1.49
1.12
-
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 Mar
Top holdings
Net Receivables / (Payables)
21.1%
Nifty 50 Index April 2024 Future
17.9%
Star Health and Allied Insurance Co Ltd
8.9%
Samvardhana Motherson International Ltd
7.7%
FSN E-Commerce Ventures Ltd
6.6%
ZF Commercial Vehicle Control Systems India Ltd
6.2%
Religare Enterprises Ltd
5.6%
Fino Payments Bank Ltd
5.4%
Dreamfolks Services Ltd
4.4%
BSE Ltd
4.4%
Top industry exposure
Financial Services
31.0%
Consumer Cyclical
20.5%
Industrials
11.1%
Technology
8.8%
Healthcare
3.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
292%
Lock-in period
-
Exit load
• 1% for redemption within 15 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)
Ankush Sood
Santosh Singh
Rakesh Shetty

FAQs