Motilal Oswal Balance Advantage Fund - Regular Annual Idcw Reinvestment

Hybrid Generate Income and create wealth

 Dynamic Asset Allocation
Category Rank
Rating
It portfolio quality is below average and poor as compared to other funds on the category
Its expense ratio is higher than most other funds in the category
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Time to Invest
NAV

								15.0714

							(22/09/2023)

	                                    L
	                                      52Wk
	                                    H
	                                  
	                                11.44
	                                
	                                15.48

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Motilal Oswal Balance Advantage Fund - Regular Annual Idcw Reinvestment

Item: Motilal Oswal Balance Advantage Fund - Regular Annual Idcw Reinvestment
Rating: 2
Author: RankMF

Hybrid

Dynamic Asset Allocation

Generate Income and create wealth

Rank

Fund

Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes

NAV

15.0714
(22/09/2023)

Time to Invest

Rating

It portfolio quality is below average and poor as compared to other funds on the category
Its expense ratio is higher than most other funds in the category
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes

	L 52Wk H
11.44		15.48

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Investment Objective

The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks debt money market instruments.However there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. .

Category
Hybrid - Dynamic Asset Allocation
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Returns
Absolute
1M
2.77%
3M
13.98%
6M
27.76%
 Annualised
1Y
19.98%
3Y
12.27%
5Y
9.38%

Historical NAV

NAV for scheme Motilal Oswal Balance Advantage Fund - Regular Plan - Annual Dividend Payout Option is

Growth of 10,000

An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

AUM

734.67 Cr

Motilal Oswal Balance Advantage Fund - Regular Annual Idcw Reinvestment AUM is 67% lower than other schemes in the category

Load

Entry Load - NIL

Exit Load - 1% on or before 1Y Nil after 1Y

Lock In Period - NIL

Expense Ratio

2.35%

Turnover Ratio

260.00%

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MOTILAL OSWAL BALANCE ADVANTAGE FUND - REGULAR ANNUAL IDCW REINVESTMENT

Rating

NAV

15.0714 (22/09/2023)

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

The above return is the average return for a 5 year period if you had begun SIP or SmartSIP+ anytime on or after 1st Jan 2005. Results as on 25th September 2023. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. There is no guarantee on performance. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Invest Now

Choose a SmartSIP Plan for Motilal Oswal Balance Advantage Fund - Regular Annual Idcw Reinvestment

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount of your SIP in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SmartSIP+ works.

We recommend

Average Return (XIRR p.a.)

Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date similar to normal SIP. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP = Rs. 6,00,000

Compare Corpus

What is SmartSIP?

Compare SmartSIP plans v/s normal SIP?

Frenquently Asked Questions?

Invest Now

Choose a SIP Plan for Motilal Oswal Balance Advantage Fund - Regular Annual Idcw Reinvestment

Average Return (XIRR p.a.)

Get upto 0.00%
Invest and Buy more units than normal SIP when markets are down
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SIP+ works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

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Motilal Oswal Balance Advantage Fund - Regular Annual Idcw Reinvestment

Overview

Nav

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top Motilal Oswal Mutual Funds

Mutual Funds

Motilal Oswal Balance Advantage Fund - Regular Annual Idcw Reinvestment

Overview

Nav

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top Motilal Oswal Mutual Funds

Mutual Funds

Timer STP

Invest Now

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