Motilal Oswal Balance Advantage Fund-Dir Growth

₹ 500
Min SIP
₹ 500
Min Lumpsum
0.98 %
Expense Ratio
★★
Rating
1,245
Fund Size (in Cr)
7 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 30.7% 10.3% 10.6% 10.3%
Category Average 27.9% 15.3% 15.2% -

Scheme Allocation

By Holding
By Sector
By Asset
Others
65.14%
View all Holdings
Holdings Sector Instrument Asset
Star Health Insu Insurance Equity 9.02%
FSN E-Commerce E-Commerce/App based Aggregator Equity 6.94%
Samvardh. Mothe. Auto Ancillaries Equity 6.77%
Religare Enterp. Finance Equity 6.34%
Fino Payments Banks Equity 5.8%
ZF Commercial Auto Ancillaries Equity 4.98%
BSE Miscellaneous Equity 4.94%
Dreamfolks Servi Miscellaneous Equity 4.43%
L&T Technology IT - Software Equity 4.41%
Piramal Enterp. Finance Equity 4.02%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.82%
Infosys IT - Software Equity 2.6%
Sun Pharma.Inds. Pharmaceuticals Equity 2.47%
Bharti Airtel Telecomm-Service Equity 2.45%
Hind.Aeronautics Aerospace & Defence Equity 2.19%
HDFC Life Insur. Insurance Equity 1.56%
ITC Tobacco Products Equity 1.47%
ICICI Bank Banks Equity 1.18%
A B B Capital Goods - Electrical Equipment Equity 1.11%
TCS IT - Software Equity 1.1%
HDFC Bank Banks Equity 0.56%
One 97 E-Commerce/App based Aggregator Equity 0.42%
Cash & Others
21.38%
Debt
17.16%
Auto Components
11.76%
Insurance
10.57%
Finance
10.36%
Others
28.77%
View all Sectors
Sectors Asset
Cash & Others 21.38%
Debt 17.16%
Auto Components 11.76%
Insurance 10.57%
Finance 10.36%
Banks 7.54%
Retailing 6.94%
Capital Markets 4.94%
Transport Infrastructure 4.43%
IT-Services 4.41%
IT-Software 3.7%
Construction 2.82%
Pharmaceuticals & Biotech 2.47%
Telecom-Services 2.45%
Aerospace & Defense 2.19%
Diversified FMCG 1.47%
Electrical Equipments 1.11%
Financial Technology (Fin 0.42%
Others -17.53%
Equity
77.58%
Net Curr Ass/Net Receivables
21.38%
Corporate Debentures
7.49%
Govt Securities / Sovereign
5.26%
Reverse Repos
3.61%

Advance Ratio

1.64
Alpha
2.89
SD
0.41
Beta
0.46
Sharpe

Exit Load

Exit Load 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

Fund Objective

The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives, debt, money market instruments and units issued by REITs InvITs. However , there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Managers

Santosh Singh

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
35,484 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com

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Frequently Asked Questions

How to invest in Motilal Oswal Balance Advantage Fund-Dir Growth ?

You can invest in Motilal Oswal Balance Advantage Fund-Dir Growth 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 Growth 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"

What is the NAV of Motilal Oswal Balance Advantage Fund-Dir Growth ?

The NAV of Motilal Oswal Balance Advantage Fund-Dir Growth is ₹20.7 as of 18 March 2024.

How to redeem Motilal Oswal Balance Advantage Fund-Dir Growth holding ?

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”.

What is the minimum sip amount of Motilal Oswal Balance Advantage Fund-Dir Growth?

The minimum SIP amount of Motilal Oswal Balance Advantage Fund-Dir Growth is ₹500

What are the top sectors Motilal Oswal Balance Advantage Fund-Dir Growth has invested in?

The top sectors Motilal Oswal Balance Advantage Fund-Dir Growth has invested in are
  1. Cash & Others - 21.38%
  2. Debt - 17.16%
  3. Auto Components - 11.76%
  4. Insurance - 10.57%
  5. Finance - 10.36%

Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal Balance Advantage Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Motilal Oswal Balance Advantage Fund-Dir Growth based on your investment objective and risk tolerance.

How much returns have Motilal Oswal Balance Advantage Fund-Dir Growth generated ?

The Motilal Oswal Balance Advantage Fund-Dir Growth has delivered 10.3% since inception

What is the expense ratio of Motilal Oswal Balance Advantage Fund-Dir Growth ?

The expense ratio of Motilal Oswal Balance Advantage Fund-Dir Growth is 0.98 % as of 18 March 2024.

What is the AUM of Motilal Oswal Balance Advantage Fund-Dir Growth?

The AUM of Motilal Oswal Balance Advantage Fund-Dir Growth is ₹35,484 Cr as of 18 March 2024

What are the top stock holdings of Motilal Oswal Balance Advantage Fund-Dir Growth?

The top stock holdings of Motilal Oswal Balance Advantage Fund-Dir Growth are
  1. Star Health Insu - 9.02%
  2. FSN E-Commerce - 6.94%
  3. Samvardh. Mothe. - 6.77%
  4. Religare Enterp. - 6.34%
  5. Fino Payments - 5.8%

How can I redeem my investments in Motilal Oswal Balance Advantage Fund-Dir Growth?

Step 1: Visit the fund house's 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 Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now