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Motilal Oswal Balanced Advantage Fund Direct Growth
+2.64%
3Y annualised
-0.06% 1D
NAV: 30 Oct '26
₹21.74
Min. for SIP
₹500
Fund size (AUM)
₹711.71 Cr
Expense ratio
1.55%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,904 | +3.17% | |
| 3 years | ₹1,80,000 | ₹1,82,055 | +1.14% | |
| 5 years | ₹3,00,000 | ₹3,37,337 | +12.45% | |
| 10 years | ₹6,00,000 | ₹8,49,108 | +41.52% |
Holdings (33)
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +2.6% | +5.6% | +8.0% | +8.0% |
| Category average (Hybrid Dynamic Asset Allocation) | +9.1% | +8.5% | +9.9% | +10.7% |
| Rank (Hybrid Dynamic Asset Allocation) | 32 | 24 | 10 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +2.15% | +11.70% | 9,836.35 | |
 | -5.47% | +10.60% | 1,02,533.96 | |
 | -0.12% | +10.56% | 71,913.46 | |
 | +0.09% | +10.18% | 3,703.78 | |
 | -1.76% | +10.08% | 9,532.23 | |
| Compare | ||||
Fund management
About Motilal Oswal Balanced Advantage Fund Direct Growth
Motilal Oswal Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,59,647 Cr and the Latest NAV as of 30 Oct 2026 is ₹21.74.
The Motilal Oswal Balanced Advantage Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 365 days.
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Investment Objective
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives as well as debt instruments.
Fund benchmarkCRISIL Hybrid 50+50 Moderate Index
Fund house
Rank (total assets)#19 in India
Total AUM₹1,59,646.77 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,