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

hybrid

RETURNS (5 YEARS) 4.95%
RETURNS (5 YEARS) 4.95%
NAV ₹12.09
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-5.03%
3M
-9.28%
6M
-6.26%
1Y
-3.14%
3Y
7.91%
5Y
4.95%

Fund Essentials

  • 27 Jan 2016

    Fund Started

  • ₹871.97 Cr

    AUM Fund Size

  • 1.02%

    Expense Ratio

  • ₹500.0

    Min SIP Amount

  • Moderately High

    Fund Risk

  • 1.0% if redeemed within 0-1 years

    0% if redeemed after 1 years

    Exit Load

Top 10 Holdings

  • 9.0%
  • 8.3%
  • 7.85%
  • 7.69%
  • 7.39%
  • 6.8%
  • 5.21%
  • 4.54%
  • 3.14%
  • 2.0%
  • Rakesh Shetty

    Manager

  • Ajay Khandelwal

    Manager

  • Atul Mehra

    Manager

  • Swapnil Mayekar

    Manager

  • Sandeep Jain

    Manager

  • Varun Sharma

    Manager

  • Ankit Agarwal

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹500.0
Risk-o-meter
Moderately High