Motilal Oswal Balance Advantage Fund (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
20.25
11 Nov 2026
-
0.52%
1 Day
-
3.17%
3Y CAGR returns
-
₹ 500
Min SIP -
₹ 500
Min Lumpsum -
2.81%
Expense Ratio -
712 Cr
Fund Size -
10 Years
Fund Age
Returns and Ranks ( as on 11 Nov 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 0.56%
- 3.17%
- 5.10%
- 7.22
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- -3.47Alpha
- 4.28SD
- 0.68Beta
- -0.22Sharpe
- 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
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High
- 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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Frequently Asked Questions
Motilal Oswal Balance Advantage Fund (G) has delivered 6.29% since inception
The NAV of Motilal Oswal Balance Advantage Fund (G) is ₹17.9907 as of 11 Nov 2026.
The expense ratio of Motilal Oswal Balance Advantage Fund (G) is 2.81% as of 11 Nov 2026.
The AUM of Motilal Oswal Balance Advantage Fund (G) is ₹734.38 Cr as of 11 Nov 2026.
The minimum SIP amount of Motilal Oswal Balance Advantage Fund (G) is ₹500. The minimum lump sum amount is ₹500.
Open the 5paisa app, search Motilal Oswal Balance Advantage Fund (G), tap Invest, select SIP or Lump Sum, enter the amount, and complete the payment.
Log in to 5paisa, open the Motilal Oswal Balance Advantage Fund (G) page, choose SIP, select the date and amount, and set up the mandate.
Go to Portfolio on 5paisa, select Motilal Oswal Balance Advantage Fund (G), tap Redeem, enter units or amount, and confirm.
The top stock holdings of Motilal Oswal Balance Advantage Fund (G) are
- TREPS - 5.25%
- Kotak Mah. Bank - 4.86%
- Coforge - 4.80%
- Net CA & Others - 4.66%
- Eternal - 3.86%
The top sectors Motilal Oswal Balance Advantage Fund (G) has invested in are
- - 0%