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
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| 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
Religare Enterp.
Star Health Insu
ZF Commercial
LTI Mindtree
Others
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. |
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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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- 54,412
-
20.7%Fund Size - 54,412
-
31.1%Fund Size - 54,412
-
13.9%Fund Size - 54,412
-
- 8,906
-
12.8%Fund Size - 8,906
-
19.9%Fund Size - 8,906
-
12.3%Fund Size - 8,906
-
- 45,584
-
12.1%Fund Size - 45,584
-
19.8%Fund Size - 45,584
-
11%Fund Size - 45,584
-
- 6,357
-
13.3%Fund Size - 6,357
-
19.8%Fund Size - 6,357
-
10.6%Fund Size - 6,357
-
- 6,711
-
12.3%Fund Size - 6,711
-
18.7%Fund Size - 6,711
-
10.3%Fund Size - 6,711
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
- Fino Payments - 9.72%
- Religare Enterp. - 7.79%
- Star Health Insu - 6.34%
- ZF Commercial - 4.11%
- 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
- Fino Payments - 9.72%
- Religare Enterp. - 7.79%
- Star Health Insu - 6.34%
- ZF Commercial - 4.11%
- LTI Mindtree - 3.47%