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33407
38442
Motilal Oswal Balance Advantage Fund-Dir (G)
3.90
-4.62
5.42
-0.09
0.40
3.54
3.53
7.77
7
1.3
5.42
Motilal Oswal Balance Advantage Fund-Dir (G)
1.3
5.42
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    21.01

    27 Jul 2026

  • 0.74%

     1 Day

  • 3.90%

    3Y CAGR returns

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  • ₹ 500

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 1.13%

    Expense Ratio

  • 1

     Rating

  • 733 Cr

    Fund Size

  • 9 Years

    Fund Age

SIP Calculator

SIP One-Time
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  • Wealth Gained
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Scheme Performance

Returns and Ranks ( as on 27 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -4.62%
  • 3.90%
  • 5.42%
  • 7.77

Scheme Allocation

By Holding By Sector By Asset
9.62%
6.57%
4.95%
4.54%
4.51%
69.81%
View All

Advance Ratio

  • -0.15Alpha
  • 4.35SD
  • 0.69Beta
  • 0.04Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund 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. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Managers

Atul Mehra

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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More Funds from Motilal Oswal Mutual Fund

38442
  • Fund Name

AMC Contact Details

  • Address :
  • Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi Mumbai 400025
    • Contact :
    • +91022-40548002 / 8108622222
    • Email ID :
    • amc@motilaloswal.com
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Equity Debt Hybrid

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