AM
Abhiroop MukherjeeFund Manager Since 27 Sept 2016
AllocationDynamic Asset Allocation
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
3Y Annualised
11.60%
-0.61% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.05%
-0.61% 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
6 years 4 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹955.26 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
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
4.56%
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
4.56%
3rd
SBI Balanced Advantage Fund Direct Growth
2.22%
4th
Baroda BNP Paribas Balanced Advantage Fund Direct Pyt of Inc Dis cum Cap Wdrl
2.21%
5th
Baroda BNP Paribas Balanced Advantage Fund Direct Reinvst of Inc Dis cum Cap Wdrl
2.21%
175th
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
0.05%
Fund Managers
SS
Santosh SinghFund Manager Since 1 Jan 2022
About Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option is a Allocation mutual fund scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. This fund has been in existence for 9 years, having been launched on 2016-09-27. Motilal Oswal Balance Advantage Fund Direct Plan Growth Option has ₹955.26 Cr worth of assets under management (AUM) as of Thu Nov 20 2025. The latest Net Asset Value (NAV) of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option as of Wed Nov 19 2025 is ₹22.7469. The fund has an expense ratio of 0.99%, which is medium comparable to most other Allocation funds.
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option returns for the last 1 year are -1.67%. Since launch, it has delivered 9.40% average annual returns.
The Motilal Oswal Balance Advantage Fund Direct Plan Growth Option has the majority of its money invested in Basic Materials, Consumer Cyclical, Technology, Healthcare sectors.
Top 5 Holdings of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option.
- Shaily Engineering Plastics Ltd: 9.52%
- Kalyan Jewellers India Ltd: 9.34%
- Eternal Ltd: 9.15%
- Coforge Ltd: 6.98%
- Persistent Systems Ltd: 6.19%
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 Growth Option
| 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
9.53%
expense ratio
2.14%
fund size
₹1531.94 Cr
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
AllocationDynamic Asset Allocation
3Y CAGR
11.60%
expense ratio
0.99%
fund size
₹955.26 Cr
Motilal Oswal Nifty 50 ETF
EquityLarge-Cap
3Y CAGR
13.50%
expense ratio
0.05%
fund size
₹62.07 Cr
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
26.64%
expense ratio
0.62%
fund size
₹4514.53 Cr
Motilal Oswal Focused Direct Growth
EquityFocused Fund
3Y CAGR
10.79%
expense ratio
1.02%
fund size
₹1531.94 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
