Motilal Oswal Balanced Advantage Fund Regular Plan Growth

19.28
NAV (Feb 23,2024)

Motilal Oswal Balanced Advantage Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Motilal Oswal Balanced Advantage Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    37.24
  • P/B Ratio
    UM_URBAN_MONEY

    9.47
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.30

Fund Overview

2.33%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

817.25 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹500.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Feb 25, 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 %)

10,247.56 (2.48%)10,592.08 (5.92%)12,702.5 (27.02%)13,168.35 (31.68%)16,318.58 (63.19%)
30,742.68 (2.48%)31,776.24 (5.92%)38,107.5 (27.02%)39,505.05 (31.68%)48,955.74 (63.19%)
51,237.8 (2.48%)52,960.4 (5.92%)63,512.5 (27.02%)65,841.75 (31.68%)81,592.9 (63.19%)
81,980.48 (2.48%)84,736.64 (5.92%)1,01,620 (27.02%)1,05,346.8 (31.68%)1,30,548.64 (63.19%)
1,02,475.6 (2.48%)1,05,920.8 (5.92%)1,27,025 (27.02%)1,31,683.5 (31.68%)1,63,185.8 (63.19%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

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%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Dynamic Asset Allocation Fund - Regular Plan - GrowthQuant Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

33.99%

Shriram Balanced Advantage Fund - Regular Plan - GrowthShriram Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

19.86%

Franklin India Balanced Advantage Fund - Regular Plan - GrowthFranklin India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

13.68%

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

12.63%

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.71%

Sundaram Balanced Advantage Fund - GrowthSundaram Balanced Advantage Fund - Growth

HYBRID

High

8.86%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderate

8.85%

Mirae Asset Balanced Advantage Fund - Regular Plan - GrowthMirae Asset Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

8.77%

PGIM India Balanced Advantage Fund - Regular Plan - GrowthPGIM India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

5.47%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

4.50%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Shriram Balanced Advantage Fund - Regular Plan - GrowthShriram Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

27.05%

Franklin India Balanced Advantage Fund - Regular Plan - GrowthFranklin India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

25.57%

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

22.74%

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

22.35%

Mirae Asset Balanced Advantage Fund - Regular Plan - GrowthMirae Asset Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

20.94%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderate

17.99%

Sundaram Balanced Advantage Fund - GrowthSundaram Balanced Advantage Fund - Growth

HYBRID

High

17.98%

PGIM India Balanced Advantage Fund - Regular Plan - GrowthPGIM India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

16.06%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

12.19%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

12.62%

Shriram Balanced Advantage Fund - Regular Plan - GrowthShriram Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.98%

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

11.52%

Sundaram Balanced Advantage Fund - GrowthSundaram Balanced Advantage Fund - Growth

HYBRID

High

10.42%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderate

8.34%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

7.67%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

14.35%

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

10.79%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderate

9.72%

Sundaram Balanced Advantage Fund - GrowthSundaram Balanced Advantage Fund - Growth

HYBRID

High

8.47%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

7.51%

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