AM
Abhiroop MukherjeeFund Manager Since 27 Sept 2016
AllocationDynamic Asset Allocation
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
3Y Annualised
7.91%
0.23% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.12%
0.23% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
9 years 1 months
NIFTY 50
6 years
FD
9 years 7 months
Fund info
Fund size
₹701.81 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.01%
1% - If redeemed on or before 1year from the date of allotment.Nil - If redeemed after 1 year fromthe date of allotmen
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option
4.80%
2nd
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl
4.77%
3rd
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl
4.77%
4th
Aditya Birla Sun Life Balanced Advantage Fund Growth
4.70%
5th
Aditya Birla Sun Life Balanced Advantage Fund Reinvestment Inc Dist cum Cap Wdrl
4.69%
23rd
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
4.12%
Fund Managers
SS
Santosh SinghFund Manager Since 1 Jan 2022
About Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option is a Allocation mutual fund scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. This fund has been in existence for 9 years, having been launched on 2016-09-27. Motilal Oswal Balance Advantage Fund Direct Plan Growth Option has ₹701.81 Cr worth of assets under management (AUM) as of Sat Apr 18 2026. The latest Net Asset Value (NAV) of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option as of Fri Apr 17 2026 is ₹20.0888. The fund has an expense ratio of 1%, which is medium comparable to most other Allocation funds.
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option returns for the last 1 year are 1.13%. Since launch, it has delivered 7.58% average annual returns.
The Motilal Oswal Balance Advantage Fund Direct Plan Growth Option has the majority of its money invested in Communication Services, Financial Services, Technology, Consumer Cyclical, Utilities, Basic Materials, null sectors.
Top 5 Holdings of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option.
- Bharti Airtel Ltd: 8.07%
- ICICI Bank Ltd: 6.87%
- Coforge Ltd: 6.35%
- Eternal Ltd: 6.35%
- Kalyan Jewellers India Ltd: 5.36%
AMC Information
| Name | Motilal Oswal Asset Management Company Limited - Portfolio Managers |
|---|---|
| Founding Date | 2016-09-27 |
| mfservice@motilaloswal.com | |
| Phone | +91 22 39804263 |
| Website | www.motilaloswalmf.com |
| Address | Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi, |
Tax Implications of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Motilal Oswal Asset Management Company Limited - Portfolio Managers
Motilal Oswal Focused Regular Growth
EquityFocused Fund
3Y CAGR
11.40%
expense ratio
2.16%
fund size
₹1331.90 Cr
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
AllocationDynamic Asset Allocation
3Y CAGR
7.91%
expense ratio
1.00%
fund size
₹701.81 Cr
Motilal Oswal Nifty 50 ETF
EquityLarge-Cap
3Y CAGR
12.63%
expense ratio
0.05%
fund size
₹52.24 Cr
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
26.33%
expense ratio
0.69%
fund size
₹3968.68 Cr
Motilal Oswal Focused Direct Growth
EquityFocused Fund
3Y CAGR
12.68%
expense ratio
0.99%
fund size
₹1331.90 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
