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Business News/Market/Market Stats/    Motilal Oswal Balance Advantage Fund Regular Plan Growth Option

Motilal Oswal Balance Advantage Fund Regular Plan Growth Option

+
  • Hybrid
  • Dynamic Asset Allocation
  • Rating 2
  • Plan
19.93 +0.04 (0.22%) NAV as on 24 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1235.60
  • CAGR 34.50%
  • Exit Load1.00%
  • Expense ratio2.18%
  • CategoryHybrid
  • Min Investment500
  • Min SIP500
  • Launch Date2016-09-27

Morning Star Rating 2

Moderate
Risk
Good
Return

Asset Allocation

Holdings As On - 25 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Net Receivables / (Payables)
  • 260.12
  • 21.05%
  • BSE
  • 53.87
  • 4.36%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.46
  • Std Deviation 10.02%
  • Tracking Error 0.00%

About Fund

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 1235.60 crores & has delivered CAGR of 10.34% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.18%. 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 Moderate & Good respectively.

 

The top holdings of the fund include Net Receivables / (Payables), Star Health & Allied Insurance, Samvardhana Motherson International & FSN E-Commerce Ventures.

 

The major sectors where the fund is invested are Auto & Truck Parts, Investment Services, Insurance (Accident & Health) & Construction Services.

 

Some of the similar funds are HSBC Balanced Advantage Fund Growth, Sundaram Balanced Advantage Growth, Motilal Oswal Balance Advantage Fund Regular Plan Growth Option, PGIM India Balanced Advantage Fund Regular Growth, Bajaj Finserv Balanced Advantage Fund Regular Growth. Motilal Oswal Balance Advantage Fund Regular Plan Growth Option has a sharpe ratio of 0.46 & a standard deviation of 10.02%.

FAQs about Motilal Oswal Balance Advantage Fund Regular Plan Growth Option

According to the morning star rating Motilal Oswal Balance Advantage Fund Regular Plan Growth Option has a Moderate risk & Good return.
Motilal Oswal Balance Advantage Fund Regular Plan Growth Option is managed by Ankush Sood,Santosh Singh,Rakesh Shetty.
The expense ratio of Motilal Oswal Balance Advantage Fund Regular Plan Growth Option is 2.18%.
The 5 year annualized return on Motilal Oswal Balance Advantage Fund Regular Plan Growth Option is 10.34% & it has generated 34.50% in the last 1 year.
The minimum investment in Motilal Oswal Balance Advantage Fund Regular Plan Growth Option is 500 Rs.
Motilal Oswal Balance Advantage Fund Regular Plan Growth Option has an AUM of 1235.60 crores.
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