CASPeR Ranking #82
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
NAV (Fri Jan 31 2025)
₹21
Returns (Since Inception)
8.35%
Category Average
11.06%
Rating
2
Allocation and Holdings
Asset class
Weightage
Unknown
15.71%
Financial Services
27.96%
Consumer Cyclical
19.87%
Technology
5.76%
Industrials
4.16%
Get your personalized mutual fund portfolio in 2 minutes.
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
₹1113.82 Cr
ISIN
INF247L01635
Inception Date
Sep 27 2016
Standard Deviation
12.66
Beta
-
Sharpe Ratio
0.206
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
₹1113.82 Cr
Website
www.motilaloswalmf.com
Popular Allocation funds
View all Funds
UTI Credit Risk Fund (Segregated - 06032020) - Regular Plan - Growth Option
₹7.00 K
%
UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Growth Option
₹7.00 K
%
UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option
₹0.66 Cr
%
UTI Medium Term Fund (Segregated - 06032020) - Direct Plan - Growth Option
₹0.66 Cr
%
Bandhan BSE Sensex ETF
₹1.18 Cr
10.55%
Expert designed mutual fund portfolios
Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.
subscribe to The Sunday Investor & impress
your coworkers with your finance insights
no promotions • no spam • only finance
