Item: Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Rating: 2
Author: Morningstar

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

19.825 (-0.432%)

NAV on March 28, 2025

Category Allocation:
Dynamic Asset Allocation

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Limited Sensitivity
High Quality

Total Assets 891 cr

Turnover Ratio 305.75%

Expense Ratio 1.03%

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

Returns

1M: 5.35%
1Y: -6.14%
3M: -13.26%
3Y: 7.96%
6M: -21.31%
5Y: 10.59%

Min Investment 500

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Ajay Khandelwal (Since 6 months) Niket Shah (Since 26 days) Rakesh Shetty (Since over 2 years) Atul Mehra (Since 6 months) Sunil Sawant (Since 9 months)

ISIN INF247L01635

Fund Family Motilal Oswal

P/E Ratio 38.52

P/B Ratio 7.60

Launch Date September 27, 2016

Benchmark CRISIL Hybrid 50+50 - Moderate TR INR

Avg. Maturity 1.41 years

Yield To Maturity (%) 7.52%

SECTOR WEIGHTINGS (%)

Financial 18.33%

Industrial 20.8%

Technology 25.15%

Basic Materials 8.27%

Consumer Cyclical 16.42%

Utilities Services 0.0%

Healthcare Services 3.87%

Energy Services 0.00%

Communication Services 7.16%

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
HDFC Balanced Advantage Fund Direct Plan Growth Option	528.953	9.27%	90,375 cr	0.81%	Above Average
SBI Balanced Advantage Fund Direct Growth	15.201	8.31%	32,530 cr	0.81%	Low
Baroda BNP Paribas Balanced Advantage Fund Direct Growth	24.739	8.30%	3,833 cr	0.77%	Above Average
Edelweiss Balanced Advantage Fund Direct Plan Growth	54.790	7.62%	11,697 cr	0.52%	Average
Mahindra Manulife Balanced Advantage Fund Direct Growth	14.392	6.40%	843 cr	0.62%	Average

Best Dynamic Asset Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
DSP Dynamic Asset Allocation Fund Direct Growth	30.234	13.93%	3,186 cr	0.73%	Low
Axis Balanced Advantage Fund Direct Growth	22.330	12.49%	2,625 cr	0.79%	Average
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option	113.400	11.47%	6,988 cr	0.76%	Average
HDFC Balanced Advantage Fund Direct Plan Growth Option	528.953	9.27%	90,375 cr	0.81%	Above Average
Invesco India Balanced Advantage Fund Direct Plan Growth	60.160	8.63%	919 cr	0.8%	Average
SBI Balanced Advantage Fund Direct Growth	15.201	8.31%	32,530 cr	0.81%	Low
Baroda BNP Paribas Balanced Advantage Fund Direct Growth	24.739	8.30%	3,833 cr	0.77%	Above Average