Motilal Oswal Balance Advantage Fund Direct Plan Annual Payout of Income Distribution cum cptl wdrl
3Y Annualised
10.20%
0.53% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.69%
0.53% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
7 years 2 months
4 years 3 months
9 years 7 months
Fund info
Fund size
₹923.18 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.01%
1% - If redeemed on or before 1year from the date of allotment.Nil - If redeemed after 1 year fromthe date of allotmen
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
3rd
Motilal Oswal Balance Advantage Fund Direct Plan Annual Payout of Income Distribution cum cptl wdrl
4th
Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl
5th
Motilal Oswal Balance Advantage Fund Direct Plan Quarterly Reinvestment of Income Dis cum cptl wdrl
Fund Managers
About Motilal Oswal Balance Advantage Fund Direct Plan Annual Payout of Income Distribution cum cptl wdrl
Motilal Oswal Balance Advantage Fund Direct Plan Annual Payout of Income Distribution cum cptl wdrl is a Allocation mutual fund scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. This fund has been in existence for 8 years, having been launched on 2016-09-27. Motilal Oswal Balance Advantage Fund Direct Plan Annual Payout of Income Distribution cum cptl wdrl has ₹923.18 Cr worth of assets under management (AUM) as of Wed Jun 25 2025. The latest Net Asset Value (NAV) of Motilal Oswal Balance Advantage Fund Direct Plan Annual Payout of Income Distribution cum cptl wdrl as of Tue Jun 24 2025 is ₹14.4888. The fund has an expense ratio of 0.97%, which is medium comparable to most other Allocation funds.
Motilal Oswal Balance Advantage Fund Direct Plan Annual Payout of Income Distribution cum cptl wdrl returns for the last 1 year are -12.23%. Since launch, it has delivered 7.46% average annual returns.
The Motilal Oswal Balance Advantage Fund Direct Plan Annual Payout of Income Distribution cum cptl wdrl has the majority of its money invested in Technology, Basic Materials, Communication Services, Consumer Cyclical, Financial Services, Industrials, null sectors.
Top 5 Holdings of Motilal Oswal Balance Advantage Fund Direct Plan Annual Payout of Income Distribution cum cptl wdrl.
- Coforge Ltd: 11.54%
- Shaily Engineering Plastics Ltd: 10.92%
- PG Electroplast Ltd: 7.64%
- Persistent Systems Ltd: 7.11%
- Bharti Airtel Ltd: 7.04%
AMC Information
Name | Motilal Oswal Asset Management Company Limited - Portfolio Managers |
---|---|
Founding Date | 2016-09-27 |
mfservice@motilaloswal.com | |
Phone | +91 22 39804263 |
Website | www.motilaloswalmf.com |
Address | Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi, |
Tax Implications of Motilal Oswal Balance Advantage Fund Direct Plan Annual Payout of Income Distribution cum cptl wdrl
Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Motilal Oswal Asset Management Company Limited - Portfolio Managers

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FAQs
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