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

hybrid

RETURNS (5 YEARS) 9.52%
RETURNS (5 YEARS) 9.52%
NAV ₹13.88
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
3.24%
3M
0.85%
6M
6.07%
1Y
33.93%
3Y
10.13%
5Y
9.52%

Fund Essentials

  • 27 Jan 2016

    Fund Started

  • ₹1235.60 Cr

    AUM Fund Size

  • 0.98%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderately High

    Fund Risk

  • 1.0% if redeemed within 0-15 days

    0% if redeemed after 15 days

    Exit Load

Top 10 Holdings

  • 8.86%
  • 7.65%
  • 6.56%
  • 6.24%
  • 5.65%
  • 5.43%
  • 4.36%
  • 4.36%
  • 4.16%
  • 3.76%
  • Santosh Singh

    Manager

  • Rakesh Shetty

    Manager

  • Ankush Sood

    Manager

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