Home Motilal Oswal Mutual FundMotilal Oswal Balance Advantage Fund - Regular Growth

Motilal Oswal Balance Advantage Fund - Regular Growth

Hybrid Generate Income and create wealth
Dynamic Asset Allocation
Category Rank
Motilal Oswal Balance Advantage Fund - Regular Growth
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
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
Motilal Oswal Balance Advantage Fund - Regular Growth
NAV
15.6838
 (06/06/2023)
L 52Wk H
13.58
15.99
Login using to know what your Friends are Investing !

Motilal Oswal Balance Advantage Fund - Regular Growth

Hybrid
Dynamic Asset Allocation
Generate Income and create wealth
Rank Motilal Oswal Balance Advantage Fund - Regular Growth
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
NAV
15.6838
 (06/06/2023)
Time to Invest
Motilal Oswal Balance Advantage Fund - Regular Growth
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
L 52Wk H
13.58
15.99
Connect to Facebook
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
2.78%
3M
2.29%
6M
1.26%
Annualised
1Y
8.69%
3Y
7.96%
5Y
5.43%
Historical NAV
NAV for scheme Motilal Oswal Balance Advantage Fund - Regular Plan - Growth Option is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Motilal Oswal Balance Advantage Fund - Regular Growth

AUM

623.84 Cr
Motilal Oswal Balance Advantage Fund - Regular Growth AUM is 71% 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

2.39%

Turnover Ratio

320.00%

Top Ranked Funds

Top Motilal Oswal Mutual Funds

Motilal oswal gold and silver etfs fund of funds regular growth
Motilal oswal
Gold and
Silver etfs...
  • The fund has a higher expense ratio as compared to most funds in the category
  • The fund is a small sized fund which results in sub-optimal management and relatively higher costs
  • The fund is a FOF and therefore usually has cascading effect of costs leading to below par returns
Motilal oswal gold and silver etfs fund of funds regular growth
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Motilal oswal gold and silver etfs fund of funds regular growth
Commodity
Motilal oswal gold and silver etfs fund of funds regular growth
Gold Fund
Motilal oswal gold and silver etfs fund of funds regular growth
Invest in Gold
Invest Now
Motilal oswal balance advantage fund - regular quarterly idcw reinvestment
Motilal oswal
Balance advantage
Fund -...
  • It portfolio quality is significantly below average and poor as comapred to other funds in the category
  • Its expense ratio is much higher than most other funds in the category
  • The scheme is a dividend payout scheme which is usually not recommened since investor miss out on the compounded returns of reinvestment or growth schemes.
Motilal oswal balance advantage fund - regular quarterly idcw reinvestment
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Motilal oswal balance advantage fund - regular quarterly idcw reinvestment
Hybrid
Motilal oswal balance advantage fund - regular quarterly idcw reinvestment
Mix of Stocks, Fixed Income and Other instruments
Motilal oswal balance advantage fund - regular quarterly idcw reinvestment
Generate Income and create wealth
Invest Now
Motilal oswal balance advantage fund - regular annual idcw reinvestment
Motilal oswal
Balance advantage
Fund -...
  • It portfolio quality is significantly below average and poor as comapred to other funds in the category
  • Its expense ratio is much higher than most other funds in the category
  • The scheme is a dividend payout scheme which is usually not recommened since investor miss out on the compounded returns of reinvestment or growth schemes.
Motilal oswal balance advantage fund - regular annual idcw reinvestment
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Motilal oswal balance advantage fund - regular annual idcw reinvestment
Hybrid
Motilal oswal balance advantage fund - regular annual idcw reinvestment
Mix of Stocks, Fixed Income and Other instruments
Motilal oswal balance advantage fund - regular annual idcw reinvestment
Generate Income and create wealth
Invest Now

Mutual Funds

360 ONE Mutual Fund
Aditya Birla Sun Life Mutual Fund
Axis Mutual Fund
Bandhan Mutual Fund
Bank of India Mutual Fund
Baroda BNP Paribas Mutual Fund
Canara Robeco Mutual Fund
DSP Mutual Fund
Edelweiss Mutual Fund
Franklin Templeton Mutual Fund
Groww Mutual Fund
HDFC Mutual Fund
HSBC Mutual Fund
ICICI Prudential Mutual Fund
IDBI Mutual Fund
Invesco Mutual Fund
ITI Mutual Fund
JM Financial Mutual Fund
Kotak Mahindra Mutual Fund
LIC Mutual Fund
Mahindra Manulife Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Navi Mutual Fund
Nippon India Mutual Fund
NJ Mutual Fund
PGIM India Mutual Fund
PPFAS Mutual Fund
Quant Mutual Fund
Quantum Mutual Fund
Samco Mutual Fund
SBI Mutual Fund
Shriram Mutual Fund
Sundaram Mutual Fund
Tata Mutual Fund
Taurus Mutual Fund
Trust Mutual Fund
Union Mutual Fund
UTI Mutual Fund
WhiteOak Capital Mutual Fund
NO DATA FOUND
Close