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Motilal Oswal Balance Advantage Fund Regular Plan Growth Option
Hybrid dynamic asset allocation
Overview ( as on 09/05/25 )
NAV
₹18.18
Last change
₹-0.06 -0.0%
Fund Size (AUM)
904.03 Cr
Performance
9.49% (5Y)
Fund Details
Motilal Oswal Balance Advantage Fund Regular Plan Growth Option
as of 09/05/25
AUM
904.03 Cr
Expense Ratio
2.28 %
Benchmark
CRISIL Hybrid 50+50 - Moderate TR INR
ISIN
INF247L01585
Fund Manager
Rakesh Shetty
Exit Load
1.0% if redeemed within 0-1 years
0% if redeemed after 1 years
| Fund Performance | 1Y | 3Y | 5Y |
|---|---|---|---|
| Motilal Oswal Balance Advantage Fund Regular Plan Growth Option | -5.87% | 8.03% | 9.49% |
| CRISIL Hybrid 50+50 - Moderate TR INR | - | - | - |
Top 10 Holdings
Coforge Ltd |
10.06% |
Shaily Engineering Plastics Ltd |
8.46% |
Persistent Systems Ltd |
7.95% |
Bharti Airtel Ltd |
7.22% |
Polycab India Ltd |
7.02% |
Trent Ltd |
5.72% |
ICICI Bank Ltd |
4.74% |
Bajaj Holdings and Investment Ltd |
4.64% |
HDFC Bank Ltd |
4.26% |
Kotak Mahindra Bank Ltd |
3.91% |
Sector Allocation
Technology |
25.49% |
Financial |
24.66% |
Basic Materials |
11.89% |
Industrials |
11.67% |
Communication Services |
10.15% |
Consumer Cyclical |
8.34% |
Healthcare |
7.8% |
Asset Allocation
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56%
Equity
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30%
Others
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14%
Debt
Risk and Return Category
Risk v/s Category
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Low
-
Below Average
-
Average
-
Above Average
-
High
Return v/s Category
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Low
-
Below Average
-
Average
-
Above Average
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High
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NA
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