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Blog
Motilal Oswal Balanced Advantage Fund Direct Growth

Motilal Oswal Balanced Advantage Fund Direct Growth

Hybrid
Dynamic Asset Allocation
Very High Risk
+8.69%
3Y annualised
-0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹21.22
Min. SIP amount
₹500
Fund size
₹871.97 Cr
Expense ratio
1.03%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹60,133
+0.22%
3 years₹1,80,000₹1,85,663
+3.15%
5 years₹3,00,000₹3,43,861
+14.62%

Holdings (9)

NameSectorInstrumentsAssets
Bharti Airtel Ltd.CommunicationEquity9.66%
Shaily Engineering Plastics Ltd.ChemicalsEquity9.32%
Persistent Systems Ltd.TechnologyEquity8.99%
Eternal Ltd.ServicesEquity7.69%
Coforge Ltd.TechnologyEquity7.63%
Ellenbarrie Industrial Gases Ltd.ChemicalsEquity7.02%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity6.93%
ICICI Bank Ltd.FinancialEquity6.16%
Healthcare Global Enterprises Ltd.HealthcareEquity5.69%

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns-4.4%+8.7%+6.8%+8.4%
Category average (Hybrid Dynamic Asset Allocation)+4.6%+11.9%+10.7%--
Rank (Hybrid Dynamic Asset Allocation)372922--

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%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
HDFC Balanced Advantage Fund Direct Growth
HDFC Balanced Advantage Fund Direct Growth
+8.83%+18.46%1,08,205.07
SBI Balanced Advantage Fund Direct Growth
SBI Balanced Advantage Fund Direct Growth
+10.52%+14.96%39,914.31
ICICI Prudential Balanced Advantage Direct Growth
ICICI Prudential Balanced Advantage Direct Growth
+12.98%+14.31%70,534.59
DSP Dynamic Asset Allocation Fund Direct Growth
DSP Dynamic Asset Allocation Fund Direct Growth
+9.91%+13.88%3,708.72
Nippon India Balanced Advantage Fund Direct Growth
Nippon India Balanced Advantage Fund Direct Growth
+8.54%+13.62%9,724.68
Compare

Fund management

SPM
Swapnil P Mayekar
Nov 2025 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Services Fund Direct Growth
Motilal Oswal Nifty 50 Index Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Nifty MidSmall Healthcare Index Fund Direct Growth
Motilal Oswal Diversified Equity Flexicap Passive FoF Direct Growth
Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct Growth
Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth
Motilal Oswal Nifty Next 50 Index Fund Direct Growth
Motilal Oswal BSE Financials ex Bank 30 Index Fund Direct Growth
Motilal Oswal S&P 500 Index Fund Direct Growth
Motilal Oswal Small Cap Fund Direct Growth
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
Motilal Oswal Large Cap Fund Direct Growth
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FoF Direct Growth
Motilal Oswal Nasdaq 100 FOF Direct Growth
Motilal Oswal Manufacturing Fund Direct Growth
Motilal Oswal BSE Low Volatility Index Fund Direct Growth
Motilal Oswal BSE 1000 Index Fund Direct Growth
Motilal Oswal Consumption Fund Direct Growth
Motilal Oswal BSE Enhanced Value Index Fund Direct Growth
Motilal Oswal Nifty 500 Index Fund Direct Growth
Motilal Oswal Nifty Bank Index Fund Direct Growth
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
Motilal Oswal Multi Cap Fund Direct Growth
Motilal Oswal Special Opportunities Fund Direct Growth
Motilal Oswal BSE Quality Index Fund Direct Growth
Motilal Oswal Gold and Silver Passive FoF Direct Growth
Motilal Oswal Innovation Opportunities Fund Direct Growth
Motilal Oswal Nifty Capital Market Index Fund Direct Growth
Motilal Oswal Midcap Fund Direct Growth
Motilal Oswal Nifty India Defence Index Fund Direct Growth
Motilal Oswal Focused Fund Direct Growth
Motilal Oswal Business Cycle Fund Direct Growth
Motilal Oswal Balanced Advantage Fund Direct Growth
Motilal Oswal Infrastructure Fund Direct Growth
Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth
Motilal Oswal Asset Allocation Passive FoF Aggressive Direct Growth
Motilal Oswal Digital India Fund Direct Growth

AK
Ajay Khandelwal
Oct 2024 - Present
View details

Education
Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

RS
Rakesh Shetty
Nov 2022 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal ELSS Tax Saver Fund Direct Growth
Motilal Oswal Services Fund Direct Growth
Motilal Oswal Nifty 50 Index Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Quant Fund Direct Growth
Motilal Oswal Nifty MidSmall Healthcare Index Fund Direct Growth
Motilal Oswal Diversified Equity Flexicap Passive FoF Direct Growth
Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct Growth
Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth
Motilal Oswal Nifty Next 50 Index Fund Direct Growth
Motilal Oswal BSE Financials ex Bank 30 Index Fund Direct Growth
Motilal Oswal S&P 500 Index Fund Direct Growth
Motilal Oswal Small Cap Fund Direct Growth
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
Motilal Oswal Large Cap Fund Direct Growth
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FoF Direct Growth
Motilal Oswal 5 Year G Sec FoF Direct Growth
Motilal Oswal Nasdaq 100 FOF Direct Growth
Motilal Oswal Liquid Fund Direct Growth
Motilal Oswal Ultra Short Term Fund Direct Growth
Motilal Oswal Manufacturing Fund Direct Growth
Motilal Oswal BSE Low Volatility Index Fund Direct Growth
Motilal Oswal BSE 1000 Index Fund Direct Growth
Motilal Oswal Consumption Fund Direct Growth
Motilal Oswal BSE Enhanced Value Index Fund Direct Growth
Motilal Oswal Nifty 500 Index Fund Direct Growth
Motilal Oswal Nifty Bank Index Fund Direct Growth
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
Motilal Oswal Multi Cap Fund Direct Growth
Motilal Oswal Arbitrage Fund Direct Growth
Motilal Oswal Special Opportunities Fund Direct Growth
Motilal Oswal BSE Quality Index Fund Direct Growth
Motilal Oswal Gold and Silver Passive FoF Direct Growth
Motilal Oswal Innovation Opportunities Fund Direct Growth
Motilal Oswal Nifty Capital Market Index Fund Direct Growth
Motilal Oswal Midcap Fund Direct Growth
Motilal Oswal Nifty India Defence Index Fund Direct Growth
Motilal Oswal Focused Fund Direct Growth
Motilal Oswal Business Cycle Fund Direct Growth
Motilal Oswal Balanced Advantage Fund Direct Growth
Motilal Oswal Infrastructure Fund Direct Growth
Motilal Oswal Active Momentum Fund Direct Growth
Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth
Motilal Oswal Asset Allocation Passive FoF Aggressive Direct Growth
Motilal Oswal Digital India Fund Direct Growth

AM
Atul Mehra
Oct 2024 - Present
View details

Education
Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd

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 ₹1,37,515 Cr and the Latest NAV as of 16 Jan 2026 is ₹21.22. 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. ;

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
Scheme Information Document(SID)

Fund house

AMC Image
Motilal Oswal Mutual Fund
Rank (total assets)#19 in India
Total AUM₹1,37,514.94 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mailNA
Websitehttp://www.motilaloswalmf.com
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
Email[email protected]
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Vaishnavi Tech Park, South Tower, 3rd FloorSarjapur Main Road, Bellandur, Bengaluru – 560103Karnataka
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