Motilal Oswal Balance Advantage Fund

500
Min SIP
500
Min Lumpsum
1.18 %
Expense Ratio
Rating
623
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 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 10.4% 11.9% 6.4% 8.1%
Category Average 16.6% 28.4% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
Fino Payments
9.72%
Religare Enterp.
7.79%
Star Health Insu
6.34%
ZF Commercial
4.11%
LTI Mindtree
3.47%
Others
68.57%
Banks
17.77%
Debt
17.28%
Cash & Others
9.95%
Insurance
9.56%
IT-Software
8.78%
Others
36.65%
Equity
73.78%
Net Curr Ass/Net Receivables
9.95%
Corporate Debentures
8.63%
T-Bills
7.76%
REITs
3.05%

Advance Ratio

-0.12
Alpha
2.69
SD
0.48
Beta
0.3
Sharpe

Exit Load

Exit Load 1.00% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment. There would be no exit load for redemption of units on or before completion of 1 year from the date of allotment upto 12% of units allotted. Redemption of units would be done on First in First out Basis.

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:
33,029 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

Frequently Asked Questions

How to invest in Motilal Oswal Balance Advantage Fund ?

You can invest in Motilal Oswal Balance Advantage Fund 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 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 ?

The NAV of Motilal Oswal Balance Advantage Fund is ₹16.8 as of 26 May 2023.

How to redeem Motilal Oswal Balance Advantage Fund 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?

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

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

The top sectors Motilal Oswal Balance Advantage Fund has invested in are
  1. Fino Payments - 9.72%
  2. Religare Enterp. - 7.79%
  3. Star Health Insu - 6.34%
  4. ZF Commercial - 4.11%
  5. LTI Mindtree - 3.47%

How much returns have Motilal Oswal Balance Advantage Fund generated ?

The Motilal Oswal Balance Advantage Fund has delivered 8.1% since inception

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

The expense ratio of Motilal Oswal Balance Advantage Fund is 1.18 % as of 26 May 2023.

What is the AUM of Motilal Oswal Balance Advantage Fund?

The AUM of Motilal Oswal Balance Advantage Fund is ₹33,029 Cr as of 26 May 2023

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

The top stock holdings of Motilal Oswal Balance Advantage Fund are
  1. Fino Payments - 9.72%
  2. Religare Enterp. - 7.79%
  3. Star Health Insu - 6.34%
  4. ZF Commercial - 4.11%
  5. LTI Mindtree - 3.47%
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