CASPeR Ranking #18
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
NAV (Mon Oct 21 2024)
₹24
Returns (Since Inception)
13.73%
Category Average
11.95%
Rating
3
Allocation and Holdings
Asset class
Weightage
Unknown
26.85%
Financial Services
31.00%
Consumer Cyclical
25.56%
Technology
4.63%
Industrials
4.13%
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4.5Overall rating
Scheme Information
Fund name
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹1316.28 Cr
ISIN
INF247L01635
Inception Date
Sep 27 2016
Standard Deviation
10.674
Beta
-
Sharpe Ratio
0.851
Benchmark
CRISIL Hybrid 50+50 - Moderate TR INR
Expense Ratio
0.940%
Exit Load
1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotmen
Risk
Very High Risk
Investment 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 Managers
Abhiroop Mukherjee
Santosh Singh
About the AMC
Motilal Oswal Asset Management Company Limited - Portfolio Managers
Phone Number
+91 22 39804263Email Address
mfservice@motilaloswal.comCorporate Office Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,Overall AUM
₹1316.28 Cr
Website
www.motilaloswalmf.comPopular Hybrid Funds
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