AM
Abhiroop MukherjeeFund Manager Since 27 Sept 2016
AllocationDynamic Asset Allocation
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
3Y Annualised
7.31%
0.63% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-5.03%
0.63% 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
9 years 10 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹1011.12 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.01%
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 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
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Payout of Inc Dist cum Cap Wdrl
1.80%
4th
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
1.80%
5th
Parag Parikh Dynamic Asset Allocation Fund Direct Growth
0.44%
239th
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
-5.03%
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 8 years, having been launched on 2016-09-27. Motilal Oswal Balance Advantage Fund Direct Plan Growth Option has ₹1011.12 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option as of Tue Mar 11 2025 is ₹19.32. 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 -8.04%. Since launch, it has delivered 8.10% average annual returns.
The Motilal Oswal Balance Advantage Fund Direct Plan Growth Option has the majority of its money invested in Technology, Consumer Cyclical, Industrials, Basic Materials, Communication Services, null, Financial Services sectors.
Top 5 Holdings of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option.
- Coforge Ltd: 8.26%
- Trent Ltd: 8.17%
- CG Power & Industrial Solutions Ltd: 6.43%
- Polycab India Ltd: 5.94%
- Shaily Engineering Plastics Ltd: 5.77%
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
6.97%
expense ratio
2.14%
fund size
₹1503.81 Cr
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
AllocationDynamic Asset Allocation
3Y CAGR
7.31%
expense ratio
0.99%
fund size
₹1011.12 Cr
Motilal Oswal Nifty 50 ETF
EquityLarge-Cap
3Y CAGR
11.87%
expense ratio
0.06%
fund size
₹48.91 Cr
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
21.74%
expense ratio
0.70%
fund size
₹3405.01 Cr
Motilal Oswal Focused Direct Growth
EquityFocused Fund
3Y CAGR
8.21%
expense ratio
1.01%
fund size
₹1503.81 Cr
FAQs
What is the current NAV of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option?
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What are the top 5 holdings of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option?
What are the top 3 sectors that Motilal Oswal Balance Advantage Fund Direct Plan Growth Option has invested in?
Who is the manager of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option?
What is the exit load of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option?
How to Redeem Motilal Oswal Balance Advantage Fund Direct Plan Growth Option?
Can I invest in SIP and a Lump Sum of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option?
