Motilal Oswal Balance Advantage Fund-Dir Growth
-
NAV
22.85
as on 27 Dec 2024
-
₹-0.17 (-0.75%)
Last Change
-
12.37%
3Y CAGR returns
-
₹ 500
Min SIP -
₹ 500
Min Lumpsum -
0.99%
Expense Ratio -
1,145 Cr
Fund Size -
8 Years
Fund Age
Returns and Ranks ( as on 27 Dec 2024 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 12.27%
- 12.37%
- 10.91%
- 10.64
- 2.98Alpha
- 3.30SD
- 0.55Beta
- 0.51Sharpe
- 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.
Santosh Singh
moderate Moderate Moderately
High High Very
High
- Fund Name
- Fund Size (Cr.) - ₹ 1,145
- Fund Size (Cr.) - ₹ 95,570
- Fund Size (Cr.) - ₹ 926
- Fund Size (Cr.) - ₹ 8,850
- Fund Size (Cr.) - ₹ 60,534
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
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 22,898
-
- Equity
- Large & Mid Cap Fund
- AUM - ₹ 7,710
-
- Equity
- ELSS
- AUM - ₹ 4,187
-
- Equity
- Flexi Cap Fund
- AUM - ₹ 12,598
-
- Other
- Index Fund
- AUM - ₹ 1,986
-
- Other
- Index Fund
- AUM - ₹ 845
Large Cap
- Fund Name
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 35,313
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 36,587
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 63,938
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 2,403
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 495
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
FAQs
You can invest in Motilal Oswal Balance Advantage Fund-Dir Growth in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Motilal Oswal Balance Advantage Fund-Dir Growth in the search box.
- 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 27 Dec 2024
The expense ratio of Motilal Oswal Balance Advantage Fund-Dir Growth is % as of 27 Dec 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 27 Dec 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
- Net CA & Others - 17.78%
- Religare Enterp. - 10.43%
- FSN E-Commerce - 9.82%
- Star Health Insu - 8.96%
- ZF Commercial - 8.55%
The top sectors Motilal Oswal Balance Advantage Fund-Dir Growth has invested in are
- Cash & Others - 22.03%
- Auto Components - 19.23%
- Debt - 15.23%
- Finance - 10.68%
- Insurance - 9.62%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- 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