Motilal Oswal Balance Advantage Fund - Regular Growth

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
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

								18.5159

							(26/09/2023)

	                                    L
	                                      52Wk
	                                    H
	                                  
	                                14.28
	                                
	                                19.11

to know what your Friends are Investing !

Motilal Oswal Balance Advantage Fund - Regular Growth

Item: Motilal Oswal Balance Advantage Fund - Regular Growth
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

18.5159
(26/09/2023)

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

	L 52Wk H
14.28		19.11

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
1.69%
3M
13.72%
6M
26.58%
 Annualised
1Y
19.42%
3Y
11.63%
5Y
9.31%

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

AUM

734.67 Cr

Motilal Oswal Balance Advantage Fund - Regular Growth 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%

Related Funds

Edelweiss balanced
Advantage fund-regular
Plan monthly...

Its expense ratio is lower than most other funds in the category
It's ability to generate return by taking relatively lower risk is much better than other funds in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Dsp dynamic
Asset allocation
Fund -...

It's ability to generate return by taking relatively lower risk is much better than other funds in the category
It has the one of the lowest expense ratio's in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Uti balanced
Advantage fund
- regular...

Its expense ratio is lower than most other funds in the category
It's ability to generate return by taking relatively lower risk is much better than other funds in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Sundaram balanced
Advantage fund
- regular...

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

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Pgim india
Balanced advantage
Fund -...

It portfolio quality is average and in line with other funds in the category
Its expense ratio is average and in line with most other funds in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Franklin india
Balanced advantage
Fund -regular...

It's ability to generate return by taking relatively lower risk is much better than other funds in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Top Ranked Funds

Edelweiss balanced
Advantage fund
- growth...

It's ability to generate return by taking relatively lower risk is much better than other funds in the category
It has the one of the lowest expense ratio's in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Uti balanced
Advantage fund
- regular...

It's ability to generate return by taking relatively lower risk is much better than other funds in the category
It has the one of the lowest expense ratio's in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Dsp dynamic
Asset allocation
Fund -...

It's ability to generate return by taking relatively lower risk is much better than other funds in the category
It has the one of the lowest expense ratio's in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Franklin india
Balanced advantage
Fund -regular...

It's ability to generate return by taking relatively lower risk is much better than other funds in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Mirae asset
Balanced advantage
Fund regular...

It's ability to generate return by taking relatively lower risk is much better than other funds in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Pgim india
Balanced advantage
Fund -...

It's ability to generate return by taking relatively lower risk is much better than other funds in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Top Motilal Oswal Mutual Funds

Motilal oswal
5 year
G-sec fund...

The NAV and returns of the fund are relatively less volatile as compared to other funds
The fund has one of the lowest expense ratio's of funds in the category
The fund has an ability to generate higher returns for each unit of risk undertaken

Fund sahi hai

Other

Domestic Mutual Fund Units

Create Wealth

Invest Now

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

Commodity

Gold Fund

Invest in Gold

Invest Now

Motilal oswal
S&p 500
Index fund...

It’s ability to generate return by taking relatively lower risk is much better than other funds in the category

Fund sahi hai

Equity

Foreign Companies

Create Wealth

Invest Now

Motilal oswal
Nasdaq 100
Fund of...

The fund expense ratio is lower than most of funds in the category
The fund relatively has an ability to generate higher returns for each unit of risk undertaken
The fund is one of the best options for an investor to take exposure in foreign assets

Fund sahi hai

Other

Foreign Companies

Create Wealth

Invest Now

Motilal oswal
S &
P bse...

It’s ability to generate return by taking relatively lower risk is much better than other funds in the category
It has relatively higher risk than 5 Star funds since it holds a few high risk stocks in its portfolio

Fund sahi hai

Equity

Index Funds - Other

Get Index returns at low cost

Invest Now

Motilal oswal
S&p bse
Quality index...

It’s ability to generate return by taking relatively lower risk is much better than other funds in the category
It has relatively higher risk than 5 Star funds since it holds a few high risk stocks in its portfolio

Fund sahi hai

Equity

Index Funds - Other

Get Index returns at low cost

Invest Now

Mutual Funds

360 ONE Mutual Fund

Aditya Birla Sun Life Mutual Fund

Axis Mutual Fund

Bajaj Finserv 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

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

WhiteOak Capital Mutual Fund

Invest Now

MOTILAL OSWAL BALANCE ADVANTAGE FUND - REGULAR GROWTH

Rating

NAV

18.5159 (26/09/2023)

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 27th 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 Growth

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 Growth

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.

Compare Corpus

Account Opening is FREE,
paperless & takes less than 5 minutes!

Sign up today

don't have a samco account? sign up now.

Name*

Email*

Mobile*

Already A SAMCO Customer?

Use your registered email ID or SAMCO Client ID for login

Registered email ID or SAMCO client ID

Application or SAMCO STAR Password

Forgot password ?

Motilal Oswal Balance Advantage Fund - Regular Growth

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 Growth

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

Order Details

Order Details

Processing your order info...

Please wait...

Order Processing

Please wait while you're being redirected to your bank page...

Invest Now

Invest Now

Invest Now

Bank Detail

Mandate Form

Input your UPI ID

Enter the amount for Mandate/Auto Debit Facility

Enter the amount for Mandate/Auto Debit Facility

Enter the amount for Mandate/Auto Debit Facility

Enter the amount for Mandate/Auto Debit Facility

Upload mandate

Upload mandate

Upload mandate

Upload mandate

Pick a mandate type

Pick a mandate type

Processing your info

Processing your info

Pick a mandate type

Account Opening is FREE, paperless & takes less than 5 minutes!

Sign up today

Already A SAMCO Customer?

Buy Scheme

Transaction Mode

Are you sure you want to select transaction mode as ?

Activate Trading and Investment account

App Update Required!

Enhanced the application for better user experience

Account Opening is FREE,
paperless & takes less than 5 minutes!