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Motilal Oswal Mutual Fund

Motilal Oswal Balance Advantage Fund Direct-Growth

NAV
returns change indicator
23.6129
as on 11 Dec 2024, 11:15 PM
-0.0550(0.23%)
Last Change
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Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,37,690
star
1,42,909
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
42,909
Profit (absolute return)
42.91%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
6.82%
In the last 6 months
5.82%
In the last 1 year
14.20%
In the last 3 years
42.91%
In the last 5 years
73.65%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at very high risk

Scheme Information

Motilal Oswal Balance Advantage Fund Direct-Growth
Motilal Oswal Balance Advantage Fund Direct-Growth
as of 30 Nov 2024, 05:30 AM
1,145.14 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 1 year.
0.99%
Expense Ratio
Plan
Growth
17.77%
Cash Holding
Benchmark
CRISIL Hybrid 50+50 Moderate Index
Scheme Document
Benchmark
CRISIL Hybrid 50+50 Moderate Index
Exit Load
Exit load of 1% if redeemed within 1 year.
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Nov 2024
Sort By
Services
18.74%
214.61 Cr
Financial
15.31%
175.31 Cr
Automobile
15.07%
172.56 Cr
Insurance
9.27%
106.10 Cr
Technology
8.33%
95.40 Cr
Others
33.28%
381.10 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Nov 2024
Sort By
Religare Enterprises Ltd.
10.43%
119.44 Cr
FSN E-Commerce Ventures Ltd.
9.82%
112.45 Cr
Star Health and Allied Insurance Company Ltd.
8.96%
102.60 Cr
ZF Commercial Vehicle Control Systems India Ltd.
8.55%
97.91 Cr
Others
62.24%
712.74 Cr
View All
View All

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 Ajay Khandelwal, Santosh Singh and Atul Mehra. It has an AUM of ₹1,145.14 Crores and the latest NAV decalared is ₹23.613 as on 12 Dec 2024 at 3:22 pm.
Motilal Oswal Balance Advantage Fund Direct-Growth scheme return performance in last 1 year is 14.20%, in last 3 years is 42.91% and 135.20% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:1,145.14 Cr
Category:Hybrid: Dynamic Asset Allocation
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Address
Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi,400025
Phone Number
Phone Number
Phone : 022-39804238 / 1800-200-6626