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Motilal Oswal Balance Advantage Fund Regular Plan Growth Option
Hybrid dynamic asset allocation
Overview ( as on 01/08/25 )
NAV
₹19.37
Last change
₹-0.23 -0.01%
Fund Size (AUM)
913.10 Cr
Performance
7.68% (5Y)
Fund Details
Motilal Oswal Balance Advantage Fund Regular Plan Growth Option
as of 01/08/25
AUM
913.10 Cr
Expense Ratio
2.24 %
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 | -11.21% | 8.49% | 7.68% |
| CRISIL Hybrid 50+50 - Moderate TR INR | - | - | - |
Top 10 Holdings
Coforge Ltd |
13.12% |
Shaily Engineering Plastics Ltd |
9.1% |
Trent Ltd |
8.51% |
Dixon Technologies (India) Ltd |
8.2% |
Persistent Systems Ltd |
7.7% |
Bharti Airtel Ltd |
6.6% |
Ellenbarrie Industrial Gases Ltd |
5.73% |
Bajaj Holdings and Investment Ltd |
5.51% |
Polycab India Ltd |
5.38% |
Eternal Ltd |
4.94% |
Sector Allocation
Technology |
35.5% |
Consumer Cyclical |
22.03% |
Basic Materials |
18.13% |
Communication Services |
8.07% |
Financial |
6.74% |
Industrials |
6.58% |
Healthcare |
2.94% |
Asset Allocation
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82%
Equity
-
12%
Debt
-
6%
Others
Risk and Return Category
Risk v/s Category
-
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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-
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Returns
-
NA
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