Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl

hybrid

RETURNS (5 YEARS) 10.42%
RETURNS (5 YEARS) 10.42%
NAV ₹14.06
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
4.15%
3M
-0.27%
6M
-16.54%
1Y
-9.27%
3Y
8.56%
5Y
10.42%

Fund Essentials

  • 27 Jan 2016

    Fund Started

  • ₹904.03 Cr

    AUM Fund Size

  • 0.98%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderate

    Fund Risk

  • 1.0% if redeemed within 0-1 years

    0% if redeemed after 1 years

    Exit Load

Top 10 Holdings

  • 10.06%
  • 8.46%
  • 7.95%
  • 7.22%
  • 7.02%
  • 5.72%
  • 4.74%
  • 4.64%
  • 4.26%
  • 3.91%
  • Rakesh Shetty

    Manager

  • Sunil Sawant

    Manager

  • Ajay Khandelwal

    Manager

  • Atul Mehra

    Manager

  • Niket Shah

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Risk-o-meter
Moderate