- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Balance Advantage Fund (RIDCW-A)
Formerly Motilal Oswal Dynamic Reg Ann DR
Motilal Oswal Balance Advantage Fund (RIDCW-A)
₹ 15.0282
NAV (Oct 03)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.0282
NAV (Oct 3)
Fund Returns
Last 1Y | 22.4% |
Last 3Y | 11.8% |
Last 5Y | 9.2% |
Last 10Y | NA |
Since Inception | 8.9% |
6 Month CAGR | 30% |
Scheme Information
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 | 2.35 |
Launched (7y ago) | Sep 27, 2016 |
AUM in Crores | 734.669 |
ISIN | INF247L01627 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 50+50 - Moderate TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 9.5 |
Standard Deviation (5yr) | 11.6 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.726 |
Sharpe Ratio (5yr) | 0.383 |
YTM | 7.37 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Balance Advantage Fund (RIDCW-A) | 9,16,767 | 1,84,155 | 9.2% | |
| 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
Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 25,274 cr | ||
₹ 9,394 cr | ||
₹ 3,302 cr | ||
₹ 1,335 cr | ||
₹ 978 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
36.2% | 21.1% | ||
12.7% | 21.1% | ||
34.2% | 18.9% | ||
34.2% | 18.9% | ||
26.5% | 14.7% |
Motilal Oswal Balance Advantage Fund (RIDCW-A) Review
Motilal Oswal Balance Advantage Fund (RIDCW-A) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 8.9% over a period of 7 years. The fund was previously known as Motilal Oswal Dynamic Reg Ann DR. 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 (RIDCW-A) as of 10/3/2023 is ₹15.03 with the total AUM as of 10/4/2023 is ₹734.669. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Balance Advantage Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A)?
How to invest in Motilal Oswal Balance Advantage Fund (RIDCW-A)?
You can invest in Motilal Oswal Balance Advantage Fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for Motilal Oswal Balance Advantage Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal Balance Advantage Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Motilal Oswal Balance Advantage Fund (RIDCW-A) is a Not Recommended fund. You can investMotilal Oswal Balance Advantage Fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the Motilal Oswal Balance Advantage Fund (RIDCW-A) is 2.35% for regular plan.