Item: Motilal Oswal Balance Advantage Fund Regular Plan Quarterly Payout of Income Dis cum cptl wdrl
Rating: 1
Author: Morningstar

Home › Mutual Funds › Motilal Oswal Mutual Fund › Motilal Oswal Balance Advantage Fund Regular Plan Quarterly Payout of Income Dis cum cptl wdrl

12.710 (1.184%)

NAV on September 10, 2025

Category Allocation:
Dynamic Asset Allocation

Total Assets 1,022 cr

Turnover Ratio 103.51%

Expense Ratio 2.23%

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

Returns

1M: 7.36%
1Y: -12.66%
3M: 6.64%
3Y: 8.30%
6M: 17.12%
5Y: 7.09%

Min Investment 500

ADDITIONAL INFO

Fund Manager Ajay Khandelwal (Since 12 months) Niket Shah (Since 6 months) Rakesh Shetty (Since almost 3 years) Atul Mehra (Since 12 months) Sunil Sawant (Since about 1 year)

ISIN INF247L01593

Fund Family Motilal Oswal

P/E Ratio 50.33

P/B Ratio 8.62

Launch Date September 27, 2016

Benchmark CRISIL Hybrid 50+50 - Moderate TR INR

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NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Balanced Advantage Fund Direct Plan Growth	83.750	6.91%	65,711 cr	0.86%	Low
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option	121.390	5.55%	8,208 cr	0.68%	Average
Baroda BNP Paribas Balanced Advantage Fund Direct Growth	26.523	3.74%	4,332 cr	0.74%	Above Average
Mahindra Manulife Balanced Advantage Fund Direct Growth	15.442	2.88%	923 cr	0.54%	Above Average
HDFC Balanced Advantage Fund Direct Plan Growth Option	558.154	2.02%	101,773 cr	0.74%	Above Average
Edelweiss Balanced Advantage Fund Direct Plan Growth	57.820	1.37%	12,792 cr	0.52%	Above Average