Motilal Oswal Balance Advantage Fund Regular Plan Growth Option

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.24
• Std Deviation 14.05%
• Tracking Error 0.00%

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.

The Motilal Oswal Balance Advantage Fund Regular Plan Growth Option has an AUM of 936.52 crores & has delivered CAGR of 6.62% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.26%. The minimum investment in Motilal Oswal Balance Advantage Fund Regular Plan Growth Option is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Moderate respectively.

The top holdings of the fund include Trp_031125, Shaily Engineering Plastics, Kalyan Jewellers India & Eternal.

The major sectors where the fund is invested are Software & Programming, Chemicals - Plastics & Rubber, Retail (Specialty) & Computer Services.

Some of the similar funds are ITI Balanced Advantage Fund Regular Growth, Mahindra Manulife Balanced Advantage Fund Regular Growth, Motilal Oswal Balance Advantage Fund Regular Plan Growth Option, PGIM India Balanced Advantage Fund Regular Growth, LIC MF Balanced Advantage Fund Regular Growth. Motilal Oswal Balance Advantage Fund Regular Plan Growth Option has a sharpe ratio of 0.24 & a standard deviation of 14.05%.