Motilal Oswal Balance Advantage Fund Direct Growth
Start investing with ₹100
-
NAV
20.14
23 Jan 2026
-
-1.89%
1 Day
-
7.38%
3Y CAGR returns
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₹ 500
Min SIP -
₹ 500
Min Lumpsum -
1.02%
Expense Ratio -
872 Cr
Fund Size -
9 Years
Fund Age
Fund Comparison
Investment Period : 5 Years
Returns and Ranks ( as on 23 Jan 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- -6.55%
- 7.38%
- 5.73%
- 7.80
- -0.33Alpha
- 4.15SD
- 0.76Beta
- 0.30Sharpe
- 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.
moderate Moderate Moderately
High High Very
High
- Fund Name
- Fund Size (Cr.) - ₹ 108,205
- Fund Size (Cr.) - ₹ 3,709
- Fund Size (Cr.) - ₹ 70,535
- Fund Size (Cr.) - ₹ 8,944
- Fund Name
-
- Other
- FoFs Domestic
- AUM - ₹ 1,782
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- Other
- FoFs Overseas
- AUM - ₹ 6,159
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- Other
- Index Fund
- AUM - ₹ 1,283
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- Other
- Index Fund
- AUM - ₹ 4,103
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- Equity
- Mid Cap Fund
- AUM - ₹ 36,880
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- Equity
- Large & Mid Cap Fund
- AUM - ₹ 15,055
- Address :
- Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi Mumbai 400025
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- Contact :
- +91022-40548002 / 8108622222
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- Email ID :
- amc@motilaloswal.com
Large Cap
- Fund Name
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 50,876
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,143
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,718
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 2,051
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 7,285
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
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FAQs
You can invest in Motilal Oswal Balance Advantage Fund-Dir (G) in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Motilal Oswal Balance Advantage Fund-Dir (G) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
Motilal Oswal Balance Advantage Fund-Dir (G) has delivered 11.46% since inception
The NAV of Motilal Oswal Balance Advantage Fund-Dir (G) is ₹23.2791 as of 23 Jan 2026
The expense ratio of Motilal Oswal Balance Advantage Fund-Dir (G) is % as of 23 Jan 2026
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of Motilal Oswal Balance Advantage Fund-Dir (G) 1233.45 CR as of 23 Jan 2026
The minimum SIP amount of Motilal Oswal Balance Advantage Fund-Dir (G) is 500
The top stock holdings of Motilal Oswal Balance Advantage Fund-Dir (G) are
- Reverse Repo - 24.37%
- Bharti Airtel - 9.66%
- Shaily Engineer. - 9.32%
- Persistent Syste - 8.99%
- Eternal - 7.69%
The top sectors Motilal Oswal Balance Advantage Fund-Dir (G) has invested in are
- Cash & Others - 22.03%
- Auto Components - 19.23%
- Debt - 15.23%
- Finance - 10.68%
- Insurance - 9.62%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select Motilal Oswal Balance Advantage Fund-Dir (G) in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of Motilal Oswal Balance Advantage Fund-Dir (G) based on your investment objective and risk tolerance