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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 1
  • Plan
17.90 -0.24 (-1.35%) NAV as on 14 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1113.82
  • CAGR -5.14%
  • Exit Load1.00%
  • Expense ratio2.19%
  • CategoryHybrid
  • Min Investment500
  • Min SIP500
  • Launch Date2016-09-27

Morning Star Rating 1

Medium
Risk
Moderate
Return

Asset Allocation

Holdings As On - 16 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • Net Receivables / (Payables)
  • 215.81
  • 21.34%
  • Muthoot Finance Limited
  • 34.82
  • 3.44%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.11
  • Std Deviation 12.66%
  • 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 1113.82 crores & has delivered CAGR of 6.14% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.19%. 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 Net Receivables / (Payables), Religare Enterprises, ZF Commercial Vehicle Control Systems India & L&T Technology Services.

 

The major sectors where the fund is invested are Investment Services, Auto & Truck Parts, Consumer Financial Services & Construction Services.

 

Some of the similar funds are Invesco India Balanced Advantage Fund Growth, PGIM India Balanced Advantage Fund Regular Growth, Motilal Oswal Balance Advantage Fund Regular Plan Growth Option, Quant Dynamic Asset Allocation Fund Regular Growth, Bajaj Finserv Balanced Advantage Fund Regular Growth. Motilal Oswal Balance Advantage Fund Regular Plan Growth Option has a sharpe ratio of 0.11 & a standard deviation of 12.66%.

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 Medium risk & Moderate return.
Motilal Oswal Balance Advantage Fund Regular Plan Growth Option is managed by Ajay Khandelwal,Rakesh Shetty,Atul Mehra,Sunil Sawant.
The expense ratio of Motilal Oswal Balance Advantage Fund Regular Plan Growth Option is 2.19%.
The 5 year annualized return on Motilal Oswal Balance Advantage Fund Regular Plan Growth Option is 6.14% & it has generated -5.14% 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 1113.82 crores.
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