• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Balance Advantage Fund (Growth)

Formerly Motilal Oswal MOSt Foc Dy Eq Reg Gr

Motilal Oswal Mutual Fund

Motilal Oswal Balance Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

14.2779

NAV (Mar 28)

3.7%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

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.

Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.2779

NAV (Mar 28)

Fund Returns

Last 1Y

-2.6%

Last 3Y

7.7%

Last 5Y

3.7%

Last 10Y

NA

Since Inception

5.8%

6 Month CAGR

-5.9%

Scheme Information

Investment Objective

The investment objective is 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

2.39

Launched (7y ago)

Sep 27, 2016

AUM in Crores

667.977

ISIN

INF247L01585

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 50+50 - Moderate TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

13.3

Standard Deviation (5yr)

11.1

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.079

Sharpe Ratio (5yr)

0.016

YTM

7.96

Fund Managers

Rakesh Shetty

Fund Manager

Santosh Singh

Fund Manager

Ankush Sood

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Balance Advantage Fund (Growth)70%800,237 67,6253.7%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2023-03-28

Top Stock Holdings

net receivables / (payables)

22.2%
22.2%

nifty 50 index march 2023 future

16.7%
16.7%

religare enterprises ltd

10%
10%

star health and allied insurance co ltd

7.4%
7.4%

fino payments bank ltd

7.3%
7.3%
See all holdings

Allocation by Sector

financial services

35.4%
35.4%

consumer cyclical

17.8%
17.8%

technology

12.2%
12.2%

industrials

8.6%
8.6%

healthcare

2.4%
2.4%
See all sectors

Compare Motilal Oswal Balance Advantage Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,232 cr

₹ 3,181 cr

₹ 1,013 cr

₹ 634 cr

₹ 415 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 27,315 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    20.6%

    19.4%

    35.5%

    18.9%

    24.1%

    12.4%

    16%

    9.2%

    23.3%

    11.9%

    Motilal Oswal Balance Advantage Fund (G) Review

    Motilal Oswal Balance Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 5.8% over a period of 6 years. The fund was previously known as Motilal Oswal MOSt Foc Dy Eq Reg Gr. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Ankush Sood, Rakesh Shetty, Santosh Singh.

    Nav of Motilal Oswal Balance Advantage Fund (G) as of 3/28/2023 is ₹14.28 with the total AUM as of 3/29/2023 is ₹667.977. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Balance Advantage Fund (G) was launched on Sep 27, 2016. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Motilal Oswal Balance Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Motilal Oswal Balance Advantage Fund (G)?

    Motilal Oswal Balance Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

    How to invest in Motilal Oswal Balance Advantage Fund (G)?

    You can invest in Motilal Oswal Balance Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Motilal Oswal Balance Advantage Fund (G)?

    The minimum sip amount for Motilal Oswal Balance Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Motilal Oswal Balance Advantage Fund (G) good to invest in?

    As per Scripbox experts, Motilal Oswal Balance Advantage Fund (G) is a Not Recommended fund. You can investMotilal Oswal Balance Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

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

    The expense ratio of the Motilal Oswal Balance Advantage Fund (G) is 2.39% for regular plan.