- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Balance Advantage Fund Direct Growth
Motilal Oswal Balance Advantage Fund Direct Plan Growth
₹ 19.02
NAV (Apr 07)
Dynamic Asset Allocation Or Balanced Advantage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Motilal Oswal Balance Advantage Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment2,39,266
Wealth Gained9,71,878
Total Corpus Created (₹)
With CAGR of 11.495 % in 5 yearsHistorical NAV
₹ 19.0213
NAV (Apr 7)
Fund Returns
Last 1Y | -11.3% |
Last 3Y | 5.6% |
Last 5Y | 11.5% |
Last 10Y | - |
Since Inception | 8% |
6 Month CAGR | -22.7% |
Scheme Information
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments.
Expense Ratio | 1.03 % |
Launched 8Y ago | 2016-09-27 |
AUM in Crores | 917.9 |
ISIN | INF247L01635 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 50+50 Moderate Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.9 |
Beta | 0.7 |
Sharpe Ratio | 0.1 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Balance Advantage Fund Direct (G) | 9,71,878 | 2,39,266 | 11.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
20.98%Star Health and Allied Insurance Company Ltd.
9.7%Religare Enterprises Ltd.
9.18%ZF Commercial Vehicle Control Systems India Ltd.
8.91%Samvardhana Motherson International Ltd.
8.48%
Allocation by Sector
Services
18.51%Capital Goods
18.45%Financial
9.83%Technology
8.26%Materials
5.77%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 52,257 cr | ||
₹ 5,511 cr | ||
₹ 3,236 cr | ||
₹ 22,130 cr | ||
₹ 11,696 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
26.7% | 23.2% | ||
22.2% | 22.6% | ||
20.7% | 17.1% | ||
18.7% | 17.9% | ||
18.2% | 24.3% |
Motilal Oswal Balance Advantage Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment2,39,266
Wealth Gained9,71,878
Total Corpus Created (₹)
With CAGR of 11.495 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Motilal Oswal Balance Advantage Fund Direct Plan Growth?
What is the current AUM of Motilal Oswal Balance Advantage Fund Direct Growth?
What is the latest NAV of Motilal Oswal Balance Advantage Fund Direct Growth?
What is the Riskometer rating for Motilal Oswal Balance Advantage Fund Direct Plan Growth?
Which are the top sector holdings in Motilal Oswal Balance Advantage Fund Direct Plan?
Which are the top stock holdings in Motilal Oswal Balance Advantage Fund Direct Plan?
What is the asset allocation of Motilal Oswal Balance Advantage Fund Direct Plan Growth?
What has been the performance of Motilal Oswal Balance Advantage Fund Direct Growth returns?
Does Motilal Oswal Balance Advantage Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Motilal Oswal Balance Advantage Fund Direct Plan Growth?
How to invest in Motilal Oswal Balance Advantage Fund Direct Growth?
How can I redeem my investment in Motilal Oswal Balance Advantage Fund Direct Plan?