- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Balance Advantage Fund (G)
Motilal Oswal Balance Advantage Fund (G)
₹ 23.2755
NAV (Sep 10)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 23.2755
NAV (Sep 10)
Fund Returns
Last 1Y | 22.8% |
Last 3Y | 14.4% |
Last 5Y | 13.7% |
Last 10Y | NA |
Since Inception | 11.2% |
6 Month CAGR | 20.3% |
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 | 2.17 |
Launched (0y ago) | 2.17 |
AUM in Crores | 1315.3 |
ISIN | INF247L01585 |
Lock-in | |
Benchmark | CRISIL Hybrid 50+50 Moderate Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 10.5 |
Beta | 0.5 |
Sharpe Ratio | 0.7 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Balance Advantage Fund (G) | 10,30,034 | 2,97,422 | 13.7% | |
| 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
21%Star Health and Allied Insurance Company Ltd.
9.7%Religare Enterprises Ltd.
9.2%ZF Commercial Vehicle Control Systems India Ltd.
8.9%Samvardhana Motherson International Ltd.
8.5%Allocation by Sector
Services
16.42467%Automobile
15.635971%Financial
12.749305%Insurance
10.654093%Technology
6.774576%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 48,201 cr | ||
₹ 3,347 cr | ||
₹ 5,088 cr | ||
₹ 12,399 cr | ||
₹ 24,644 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
10.072% | 22.256% | ||
24.785% | 27.285% | ||
4.761% | 4.205% | ||
36.706% | 24.88% | ||
24.437% | 18.86% |
Motilal Oswal Balance Advantage Fund (G) Review
Motilal Oswal Balance Advantage Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 11.199% over a period of 7 years. The fund is managed by Motilal Oswal Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object].
Nav of Motilal Oswal Balance Advantage Fund (G) as of 9/10/2024 is ₹23.28 with the total AUM as of 9/11/2024 is ₹1315.3121. 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 2016-09-27. The category risk of the fund is High.
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)?
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 1 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 2.17% for regular plan.