Mutual Fund Details

Motilal Oswal Balance Advantage Fund Direct-Growth

Name: Motilal Oswal Balance Advantage Fund Direct-Growth
Brand: Motilal Oswal Mutual Fund

Hybrid Dynamic Asset Allocation

NAV

₹25.2621

as on 18 Sep 2024, 10:42 PM

₹0.0536(0.21%)

Last Change

Scheme Ratings

rated by Value Research

Dynamic Asset Allocation

Rankings based on | as on Invalid date

Schemes Managed By

Santosh Singh

Rakesh Shetty

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,46,968

₹1,52,468

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹52,468

Profit (absolute return)

52.47%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

11.35%

In the last 6 months

21.44%

In the last 1 year

22.54%

In the last 3 years

52.47%

In the last 5 years

101.28%

In the last 10 years

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Motilal Oswal Balance Advantage Fund Direct-Growth

as of 31 Aug 2024, 05:30 AM

₹1,315.31 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load of 1% if redeemed within 1 year.

0.96%

Expense Ratio

Plan

Growth

21.00%

Cash Holding

Benchmark

CRISIL Hybrid 50+50 Moderate Index

Scheme Document

View

Benchmark

CRISIL Hybrid 50+50 Moderate Index

Exit Load

Exit load of 1% if redeemed within 1 year.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Aug 2024

Sort By

Value

Sector

Services

16.94%

₹222.81 Cr

Automobile

14.85%

₹195.38 Cr

Financial

13.21%

₹173.78 Cr

Insurance

12.23%

₹160.84 Cr

Technology

6.70%

₹88.13 Cr

Others

36.07%

₹474.43 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Aug 2024

Sort By

Value

Sector

Services

16.94%

₹222.81 Cr

Automobile

14.85%

₹195.38 Cr

Financial

13.21%

₹173.78 Cr

Insurance

12.23%

₹160.84 Cr

Technology

6.70%

₹88.13 Cr

Others

36.07%

₹474.43 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Aug 2024

Sort By

Value

Company

Religare Enterprises Ltd.

9.75%

₹128.24 Cr

Star Health and Allied Insurance Company Ltd.

9.72%

₹127.85 Cr

ZF Commercial Vehicle Control Systems India Ltd.

8.47%

₹111.41 Cr

FSN E-Commerce Ventures Ltd.

8.39%

₹110.35 Cr

Others

63.67%

₹837.46 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Aug 2024

Sort By

Value

Company

Religare Enterprises Ltd.

9.75%

₹128.24 Cr

Star Health and Allied Insurance Company Ltd.

9.72%

₹127.85 Cr

ZF Commercial Vehicle Control Systems India Ltd.

8.47%

₹111.41 Cr

FSN E-Commerce Ventures Ltd.

8.39%

₹110.35 Cr

Others

63.67%

₹837.46 Cr

View All

Funds in this Category

This fund's returns:

15.08%

Return Duration

3 Years

HDFC Balanced Advantage Fund Direct Plan-Growth

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Bank of India Balanced Advantage Fund Direct-Growth

HybridDynamic Asset Allocation

Franklin India Dynamic Asset Allocation Fund of Funds Direct-Growth

HybridDynamic Asset Allocation

About Motilal Oswal Balance Advantage Fund Direct-Growth

Motilal Oswal Balance Advantage Fund Direct-Growth is a Hybrid mutual fund scheme from Motilal Oswal Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Santosh Singh and Rakesh Shetty. It has an AUM of ₹1,315.31 Crores and the latest NAV decalared is ₹25.262 as on 19 Sep 2024 at 3:26 pm.

Motilal Oswal Balance Advantage Fund Direct-Growth scheme return performance in last 1 year is 22.54%, in last 3 years is 52.47% and 151.62% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.