Motilal Oswal Balance Advantage Fund Regular IDCW Yearly

Hybrid
Dynamic Asset Allocation
Very High Risk
Payout
9.24%
3Y annualised
-0.39% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Feb 2024₹15.50
Min. SIP amountNot Supported
Rating2
Fund size₹1,281.58Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns26.4%9.2%10.3%9.2%
Category average22.8%11.7%12.4%NA
Rank with in category51915NA
Understand terms

Holdings (36)

NameSectorInstrumentAssets
InsuranceEquity9.04%
ServicesEquity6.66%
AutomobileEquity6.25%
FinancialEquity6.16%
FinancialEquity6.08%
AutomobileEquity5.45%
TechnologyEquity4.87%
ServicesEquity4.80%
FinancialEquity4.71%
HealthcareEquity3.91%
See All

Expense ratio, exit load and tax

Expense ratio: 2.14%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Ankush Sood
Mar 2023 - Present
View details

Education
Mr. Sood is a B.Tech, MBA (Tech)
Experience
He has prior experience prominently in Institutional Sales Trading Function. He has been associated with Motilal Oswal Financial Services Limited wherein he was primarily responsible for Servicing Domestic & Foreign Institutional Clients.
Also manages these schemes

Santosh Singh
Jan 2022 - Present
View details

Education
Mr. Singh has done B.SC, CA and has cleared CFA Level 2
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard
Also manages these schemes

Rakesh Shetty
Nov 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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