33407
38442
Motilal Oswal Balance Advantage Fund-Dir Growth
12.40
19.16
12.03
-0.54
-4.28
-0.99
10.74
11.28
  • NAV

    23.79

    as on 04 Nov 2024

  • ₹0.01 (0.04%)

    Last Change

  • 12.40%

    3Y CAGR returns

  • ₹ 500

    Min SIP
  • ₹ 500

    Min Lumpsum
  • 0.94%

    Expense Ratio
  • Rating
  • 1,316 Cr

    Fund Size
  • 8 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 04 Nov 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 19.16%
  • 12.40%
  • 12.03%
  • 11.28
30.24%
32.51%
View all Holdings
  • 5.15Alpha
  • 3.08SD
  • 0.50Beta
  • 0.75Sharpe
  • Exit Load
  • 1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment.
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. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Santosh Singh

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Motilal Oswal Mutual Fund

  • AUM :
  • 75,662Cr
  • Address :
  • Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
  • Contact :
  • +91022-40548002 / 8108622222
  • Email ID :
  • amc@motilaloswal.com
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FAQs

You can invest in Motilal Oswal Balance Advantage Fund-Dir Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Motilal Oswal Balance Advantage Fund-Dir Growth in the search box.
  3. 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"

Motilal Oswal Balance Advantage Fund-Dir Growth has delivered 11.46% since inception

The NAV of Motilal Oswal Balance Advantage Fund-Dir Growth is ₹23.2791 as of 04 Nov 2024

The expense ratio of Motilal Oswal Balance Advantage Fund-Dir Growth is % as of 04 Nov 2024

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

The AUM of Motilal Oswal Balance Advantage Fund-Dir Growth 1233.45 CR as of 04 Nov 2024

The minimum SIP amount of Motilal Oswal Balance Advantage Fund-Dir Growth is 500

The top stock holdings of Motilal Oswal Balance Advantage Fund-Dir Growth are

  1. Net CA & Others - 30.24%
  2. Religare Enterp. - 10.14%
  3. Star Health Insu - 9.38%
  4. Samvardh. Mothe. - 9.10%
  5. ZF Commercial - 8.63%

The top sectors Motilal Oswal Balance Advantage Fund-Dir Growth has invested in are

  1. Cash & Others - 22.03%
  2. Auto Components - 19.23%
  3. Debt - 15.23%
  4. Finance - 10.68%
  5. Insurance - 9.62%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Motilal Oswal Balance Advantage Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Motilal Oswal Balance Advantage Fund-Dir Growth based on your investment objective and risk tolerance

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