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Motilal Oswal Balanced Advantage Fund Growth Direct Plan
NAV (Apr 26,2024)
Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan offers a unique investment opportunity with a minimum investment of ₹500. With an expense ratio of 1.13%, this fund aims to provide growth and capital appreciation over the long term. As of September 27, 2016, the scheme has an established AUM of ₹817.25 crore. The fund's Price-to-Earnings (PE) ratio stands at 37.24, while the Price-to-Book (PB) ratio is 9.47. This direct plan allows investors to maximize their returns by eliminating distributor commissions.
Motilal Oswal Balanced Advantage Fund Growth Direct Plan Latest Trend
- 1M
- 2M
- 3M
Motilal Oswal Balanced Advantage Fund Growth Direct Plan Latest Trend
Risk Ratios
- P/E Ratio37.24
- P/B Ratio9.47
- Alpha0
- Beta0
- Sharpe0.17
- Sortino0.32
Fund Overview
1.13%
0%
No Lock-in
₹ 817.25 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,228.07 (2.28%) | ₹ 10,951.88 (9.52%) | ₹ 13,509.36 (35.09%) | ₹ 14,321.25 (43.21%) | ₹ 17,366.31 (73.66%) |
₹ 30,000 | ₹ 30,684.21 (2.28%) | ₹ 32,855.64 (9.52%) | ₹ 40,528.08 (35.09%) | ₹ 42,963.75 (43.21%) | ₹ 52,098.93 (73.66%) |
₹ 50,000 | ₹ 51,140.35 (2.28%) | ₹ 54,759.4 (9.52%) | ₹ 67,546.8 (35.09%) | ₹ 71,606.25 (43.21%) | ₹ 86,831.55 (73.66%) |
₹ 80,000 | ₹ 81,824.56 (2.28%) | ₹ 87,615.04 (9.52%) | ₹ 1,08,074.88 (35.09%) | ₹ 1,14,570 (43.21%) | ₹ 1,38,930.48 (73.66%) |
₹ 1,00,000 | ₹ 1,02,280.7 (2.28%) | ₹ 1,09,518.8 (9.52%) | ₹ 1,35,093.6 (35.09%) | ₹ 1,43,212.5 (43.21%) | ₹ 1,73,663.1 (73.66%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Net Receivables Payables20.15%
- Star Health And Allied Insurance Company Limited8.35%
- Religare Enterprises Limited7.15%
- FSN E Commerce Ventures Limited7.02%
- Fino Payments Bank Limited6.44%
- Samvardhana Motherson International Limited5.33%
- ZF Commercial Vehicle Control Systems India Limited5.21%
- BSE Limited5.16%
- L&T Technology Services Limited5.06%
- Piramal Enterprises Limited4.75%
- Dreamfolks Services Limited4.21%
- Muthoot Finance Limited4.18%
- Government of India3.91%
- Sun Pharmaceutical Industries Limited3.01%
- Cholamandalam Investment and Finance Company Ltd2.98%
- Larsen & Toubro Limited2.80%
- Bharti Airtel Limited2.59%
- ITC Limited2.56%
- Gujarat SDL MD2.46%
- Shriram Finance Limited2.44%
- Infosys Limited2.11%
- Brookfield India Real Estate Trust1.99%
- LTIMindtree Limited1.96%
- Karnataka SDL MD1.86%
- Tata Consultancy Services Limited1.56%
- Hindustan Aeronautics Limited1.51%
- HDFC Life Insurance Company Limited1.46%
- Collateralized Borrowing & Lending Obligation0.12%
- ICICI Bank Limited0.01%
- Britannia Industries Limited0.01%
- Nifty Index January Future-18.34%
- Miscellaneous20.27%
- IT - Software10.69%
- Auto Ancillary10.54%
- Insurance9.81%
- Finance - Investment7.15%
- e-Commerce7.02%
- Bank - Private6.45%
- Finance - Others5.16%
- Finance - NBFC4.75%
- Business Support4.21%
- Cigarettes/Tobacco2.56%
- Defence1.51%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Quant Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 44.28% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 22.22% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 17.31% |
Franklin India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 16.24% |
PGIM India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.54% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 11.85% |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.71% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 8.86% |
Mirae Asset Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 8.77% |
UTI Unit Linked Insurance Plan | HYBRID | High | 4.50% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 60.25% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 28.95% |
Franklin India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 27.31% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 26.42% |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 22.35% |
Mirae Asset Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 20.94% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 20.39% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 17.98% |
PGIM India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 17.75% |
UTI Unit Linked Insurance Plan | HYBRID | High | 12.19% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 12.99% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.80% |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.62% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 10.42% |
PGIM India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.26% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 9.15% |
UTI Unit Linked Insurance Plan | HYBRID | High | 7.67% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 14.35% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 10.82% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 9.74% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 8.47% |
UTI Unit Linked Insurance Plan | HYBRID | High | 7.51% |
Fund Managers
Mr. Santosh SinghFund Manager
Mr. Rakesh ShettyFund Manager / Dealer
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
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Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan
Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan
Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan
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Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan
Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan
Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan
Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan
Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan
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