INF247L01635

CASPeR Ranking #42

Motilal Oswal Balance Advantage Fund Direct Plan Growth Option

Very High Risk Dynamic Asset Allocation Allocation

NAV (Thu Nov 07 2024)

₹24

Returns (Since Inception)

13.04%

Category Average

11.88%

Rating

2

Allocation and Holdings

Asset class

Weightage

Unknown

14.48%

Consumer Cyclical

27.02%

Financial Services

30.52%

Technology

6.95%

Industrials

4.36%

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Overall rating

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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

11.406


Beta

-


Sharpe Ratio

0.599


Benchmark

CRISIL Hybrid 50+50 - Moderate TR INR


Expense Ratio

0.960%


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 39804263


Corporate 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


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