AM
Abhiroop MukherjeeFund Manager Since 27 Sept 2016
AllocationDynamic Asset Allocation
Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl
3Y Annualised
8.57%
1.02% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
6.10%
1.02% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
8 years 5 months
NIFTY 50
4 years 11 months
FD
9 years 7 months
Fund info
Fund size
₹904.03 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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal Balance Advantage Fund Direct Plan Quarterly Reinvestment of Income Dis cum cptl wdrl
6.10%
2nd
Motilal Oswal Balance Advantage Fund Direct Plan Quarterly Payout of Income Dis cum cptl wdrl
6.10%
3rd
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
6.10%
4th
Motilal Oswal Balance Advantage Fund Direct Plan Annual Payout of Income Distribution cum cptl wdrl
6.10%
5th
Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl
6.10%
Fund Managers
SS
Santosh SinghFund Manager Since 1 Jan 2022
About Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl
Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis 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 Reinvestment of Income Dis cum cptl wdrl has ₹904.03 Cr worth of assets under management (AUM) as of Mon Jun 02 2025. The latest Net Asset Value (NAV) of Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl as of Fri May 30 2025 is ₹14.4025. The fund has an expense ratio of 0.98%, which is medium comparable to most other Allocation funds.
Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl returns for the last 1 year are -7.83%. Since launch, it has delivered 7.45% average annual returns.
The Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl has the majority of its money invested in null, Technology, Basic Materials, Communication Services, Industrials, Consumer Cyclical, Financial Services sectors.
Top 5 Holdings of Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl.
- Nifty May 2025 Future: 10.45%
- Coforge Ltd: 10.06%
- Shaily Engineering Plastics Ltd: 8.46%
- Persistent Systems Ltd: 7.95%
- Bharti Airtel Ltd: 7.22%
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 Reinvestment of Income Dis cum cptl wdrl
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| 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
Motilal Oswal Focused Regular Growth
EquityFocused Fund
3Y CAGR
12.14%
expense ratio
2.15%
fund size
₹1399.06 Cr
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
AllocationDynamic Asset Allocation
3Y CAGR
11.04%
expense ratio
0.98%
fund size
₹904.03 Cr
Motilal Oswal Nifty 50 ETF
EquityLarge-Cap
3Y CAGR
15.63%
expense ratio
0.06%
fund size
₹53.82 Cr
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
30.30%
expense ratio
0.65%
fund size
₹3896.70 Cr
Motilal Oswal Focused Direct Growth
EquityFocused Fund
3Y CAGR
13.44%
expense ratio
1.02%
fund size
₹1399.06 Cr
FAQs
What is the current NAV of Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl?
What are the average returns of Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl?
How do I invest in Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl?
What is the expense ratio of Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl?
What are net assets under management (AUM) of Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl?
What is the PE and PB ratio of Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl?
What are the top 5 holdings of Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl?
What are the top 3 sectors that Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl has invested in?
Who is the manager of Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl?
What is the exit load of Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl?
How to Redeem Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl?
Can I invest in SIP and a Lump Sum of Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl?
