Item: Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Rating: 1
Author: Morningstar

Home › Mutual Funds › Motilal Oswal Mutual Fund › Motilal Oswal Balance Advantage Fund Direct Plan Growth Option

22.122 (0.786%)

NAV on December 12, 2025

Category Allocation:
Dynamic Asset Allocation

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

N/A

Total Assets 937 cr

Turnover Ratio 103.51%

Expense Ratio 0.99%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

1M: -2.52%
1Y: -6.33%
3M: -2.04%
3Y: 10.22%
6M: 5.55%
5Y: 8.22%

Min Investment 500

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Ajay Khandelwal (Since about 1 year) Niket Shah (Since 9 months) Rakesh Shetty (Since about 3 years) Atul Mehra (Since about 1 year) Sunil Sawant (Since over 1 year)

ISIN INF247L01635

Fund Family Motilal Oswal

P/E Ratio 52.66

P/B Ratio 11.32

Launch Date September 27, 2016

Benchmark CRISIL Hybrid 50+50 - Moderate TR INR

Avg. Maturity 1.76 years

Yield To Maturity (%) 6.22%

SECTOR WEIGHTINGS (%)

Financial 0.0%

Industrial 0.0%

Technology 26.07%

Basic Materials 23.71%

Consumer Cyclical 24.34%

Utilities Services 0.0%

Healthcare Services 11.82%

Energy Services 0.00%

Communication Services 14.07%

Consumer Defensive 0.00%

Real Estate 0.00%

Top Rated
Top Performing

Top Dynamic Asset Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Balanced Advantage Fund Direct Plan Growth	86.590	11.06%	69,868 cr	0.87%	Low
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option	125.020	9.19%	8,800 cr	0.67%	Average
SBI Balanced Advantage Fund Direct Growth	16.691	8.67%	39,337 cr	0.73%	Low
Edelweiss Balanced Advantage Fund Direct Plan Growth	59.790	5.51%	13,411 cr	0.53%	Above Average
HDFC Balanced Advantage Fund Direct Plan Growth Option	576.663	5.17%	107,971 cr	0.73%	Above Average

Best Dynamic Asset Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
ICICI Prudential Balanced Advantage Fund Direct Plan Growth	86.590	11.06%	69,868 cr	0.87%	Low
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option	125.020	9.19%	8,800 cr	0.67%	Average
SBI Balanced Advantage Fund Direct Growth	16.691	8.67%	39,337 cr	0.73%	Low
DSP Dynamic Asset Allocation Fund Direct Growth	32.774	8.23%	3,690 cr	0.65%	Low
Axis Balanced Advantage Fund Direct Growth	24.130	5.69%	3,810 cr	0.74%	Average
Baroda BNP Paribas Balanced Advantage Fund Direct Growth	27.530	5.57%	4,697 cr	0.74%	High
Bank of India Balanced Advantage Direct Growth	27.935	5.43%	145 cr	0.96%	Above Average