MOTILAL OSWAL BALANCE ADVANTAGE FUND - REGULAR GROWTH

NORMAL RISK
Hybrid
Hybrid: Dynamic Asset Allocation
6M returns
20.70 %
Current NAV
22.99
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Min. SIP
500
AUM
₹ 1315.3 Cr

Return Calculator

Amount per month500
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
6,000

Investment distribution

Others22.2 %
Religare Enterprises9.8 %
Star Health and Allied Insurance Company9.7 %
ZF Commercial8.5 %
FSN E-Commerce Ventures8.4 %
Samvardhana Motherson8.1 %

Fund Manager

AS
Ankush Sood
SS
Santosh Singh
RS
Rakesh Shetty
SS
Sunil Sawant

Fund Information

Launched
05 Sep 2016(8 years ago)
Expense ratio2.17%
Exit LoadExit load of 1% if redeemed within 1 year.
Benchmark index
CRISIL Hybrid 50+50 Moderate Index100%

Fund 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.

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