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Mutual Funds

Motilal Oswal Balanced Advantage Fund

Mo

Motilal Oswal Balanced Advantage Fund

Dynamic Asset AllocationRank #37
1/5

NAV (2026-07-14)

18.41

AUM

₹732.54 Cr

Exp. Ratio: 2.83%

RISK LEVEL

Very High

Returns & Performance

1 Year-5.74%6.84% vs cat avgRank #37
3 Year2.75%6.59% vs cat avgRank #30
5 Year4.03%4.50% vs cat avgRank #22
Since Launch6.43%--

Fund vs Category Average

1Y
-5.74%-6.84%
3Y
2.75%-6.59%
5Y
4.03%-4.50%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
Higher expense ratio (2.83%)
1Y category rank outside top 15 (#37)
Overall rank #37 in category
ISININF247L01585
NAV₹18.41
NAV Date2026-07-14
AUM₹732.54 Cr
Expense Ratio2.83%
RiskVery High
Rating1 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-12-29

INVESTMENT OBJECTIVE

The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsNA

Sandeep Jain

Mr. jain is a C.A.

Prior to joining Baroda BNP Paribas Mutual Fund, he has worked with Aditya Birla Sunlife Insurance and Sundaram Mutual Fund.

Top Holdings

Holdings data not available for this scheme