How to Invest in Motilal Oswal Balance Advantage Fund Regular IDCW Yearly?

You can easily invest in Motilal Oswal Balance Advantage Fund Regular IDCW Yearly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Motilal Oswal Balance Advantage Fund Regular IDCW Yearly from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Motilal Oswal Balance Advantage Fund Regular IDCW Yearly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Motilal Oswal Balance Advantage Fund Regular IDCW Yearly provide?

The Motilal Oswal Balance Advantage Fund Regular IDCW Yearly has been there from 27 Sep 2016 and the average annual returns provided by this fund is -0.98% since its inception.

How much expense ratio is charged by Motilal Oswal Balance Advantage Fund Regular IDCW Yearly?

The term Expense Ratio used for Motilal Oswal Balance Advantage Fund Regular IDCW Yearly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Motilal Oswal Balance Advantage Fund Regular IDCW Yearly is 2.39% as of 23 Mar 2023...

What is the AUM of Motilal Oswal Balance Advantage Fund Regular IDCW Yearly?

The AUM, short for Assets Under Management of Motilal Oswal Balance Advantage Fund Regular IDCW Yearly is ₹667.98Cr as of 23 Mar 2023.

How to Redeem Motilal Oswal Balance Advantage Fund Regular IDCW Yearly?

If you want to sell your Motilal Oswal Balance Advantage Fund Regular IDCW Yearly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the PE and PB ratio of Motilal Oswal Balance Advantage Fund Regular IDCW Yearly?

The PE ratio ratio of Motilal Oswal Balance Advantage Fund Regular IDCW Yearly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Motilal Oswal Balance Advantage Fund Regular IDCW Yearly - NAV, Mutual Fund Performance & Portfolio

Motilal Oswal Balance Advantage Fund Regular IDCW Yearly
Hybrid
Dynamic Asset Allocation
Very High Risk
Payout
8.36%
3Y annualised
+0.40% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 22 Mar 2023₹11.80
Min. SIP amountNot Supported
Rating1
Fund size₹667.98Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-1.0%8.4%4.2%6.1%
Category average2.7%14.8%7.3%NA
Rank with in category232214NA
Understand terms
Holdings (23)NameSectorInstrumentAssets
Religare Enterprises Ltd.FinancialEquity10.0%
Star Health and Allied Insurance Company Ltd.InsuranceEquity7.4%
Fino Payments Bank Ltd.FinancialEquity7.3%
Reserve Bank of India
FinancialT-Bills7.2%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity5.7%
FSN E-Commerce Ventures Ltd.ServicesEquity5.3%
Muthoot Finance Ltd.FinancialDebenture5.0%
Samvardhana Motherson International Ltd.AutomobileEquity4.7%
MTAR Technologies Ltd.Capital GoodsEquity4.6%
LTIMindtree Ltd.TechnologyEquity4.2%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
28 Feb 2023 - Present
2.39%
31 Jan 2023 - 28 Feb 2023
2.39%
31 Dec 2022 - 31 Jan 2023
2.38%
31 Dec 2022 - 31 Dec 2022
2.38%
30 Nov 2022 - 31 Dec 2022
2.34%
30 Nov 2022 - 30 Nov 2022
2.34%
30 Nov 2022 - 30 Nov 2022
2.34%
31 Oct 2022 - 30 Nov 2022
2.32%
31 Oct 2022 - 31 Oct 2022
2.32%
31 Oct 2022 - 31 Oct 2022
2.32%
31 Oct 2022 - 31 Oct 2022
2.32%
30 Sep 2022 - 31 Oct 2022
2.33%
30 Sep 2022 - 30 Sep 2022
2.33%
30 Sep 2022 - 30 Sep 2022
2.33%
31 Aug 2022 - 30 Sep 2022
2.31%
31 Aug 2022 - 31 Aug 2022
2.31%
31 Jul 2022 - 31 Aug 2022
2.31%
31 Jul 2022 - 31 Jul 2022
2.31%
30 Jun 2022 - 31 Jul 2022
2.33%
30 Jun 2022 - 30 Jun 2022
2.33%
31 May 2022 - 30 Jun 2022
2.41%
31 May 2022 - 31 May 2022
2.41%
30 Apr 2022 - 31 May 2022
2.42%
30 Apr 2022 - 30 Apr 2022
2.42%
31 Mar 2022 - 30 Apr 2022
2.35%
31 Mar 2022 - 31 Mar 2022
2.35%
28 Feb 2022 - 31 Mar 2022
2.29%
28 Feb 2022 - 28 Feb 2022
2.29%
31 Jan 2022 - 28 Feb 2022
2.26%
31 Dec 2021 - 31 Jan 2022
2.26%
30 Nov 2021 - 31 Dec 2021
2.23%
31 Oct 2021 - 30 Nov 2021
2.21%
30 Sep 2021 - 31 Oct 2021
2.21%
31 Aug 2021 - 30 Sep 2021
2.24%
31 Jul 2021 - 31 Aug 2021
2.21%
30 Jun 2021 - 31 Jul 2021
2.23%
31 May 2021 - 30 Jun 2021
2.22%
30 Apr 2021 - 31 May 2021
2.21%
31 Mar 2021 - 30 Apr 2021
2.21%
28 Feb 2021 - 31 Mar 2021
2.21%
31 Jan 2021 - 28 Feb 2021
2.19%
31 Dec 2020 - 31 Jan 2021
2.20%
30 Nov 2020 - 31 Dec 2020
2.21%
31 Oct 2020 - 30 Nov 2020
2.33%
30 Sep 2020 - 31 Oct 2020
2.22%
31 Aug 2020 - 30 Sep 2020
2.22%
31 Jul 2020 - 31 Aug 2020
2.23%
30 Jun 2020 - 31 Jul 2020
2.23%
31 May 2020 - 30 Jun 2020
2.24%
30 Apr 2020 - 31 May 2020
2.17%
31 Mar 2020 - 30 Apr 2020
2.20%
29 Feb 2020 - 31 Mar 2020
2.20%
31 Jan 2020 - 29 Feb 2020
2.10%
31 Dec 2019 - 31 Jan 2020
2.16%
30 Nov 2019 - 31 Dec 2019
2.16%
31 Oct 2019 - 30 Nov 2019
2.16%
30 Sep 2019 - 31 Oct 2019
2.21%
31 Aug 2019 - 30 Sep 2019
2.16%
31 Jul 2019 - 31 Aug 2019
2.22%
30 Jun 2019 - 31 Jul 2019
2.26%
31 May 2019 - 30 Jun 2019
1.96%
30 Apr 2019 - 31 May 2019
1.90%
31 Mar 2019 - 30 Apr 2019
1.90%
28 Feb 2019 - 31 Mar 2019
1.90%
31 Jan 2019 - 28 Feb 2019
1.97%
31 Dec 2018 - 31 Jan 2019
1.97%
30 Nov 2018 - 31 Dec 2018
2.02%
31 Oct 2018 - 30 Nov 2018
2.12%
30 Sep 2018 - 31 Oct 2018
2.49%
31 Aug 2018 - 30 Sep 2018
2.11%
30 Jun 2018 - 31 Aug 2018
2.20%
31 May 2018 - 30 Jun 2018
2.23%
30 Apr 2018 - 31 May 2018
2.20%
31 Mar 2018 - 30 Apr 2018
2.19%
28 Feb 2018 - 31 Mar 2018
2.25%
31 Jan 2018 - 28 Feb 2018
2.14%
31 Dec 2017 - 31 Jan 2018
2.17%
30 Nov 2017 - 31 Dec 2017
2.16%
31 Oct 2017 - 30 Nov 2017
2.16%
Expense ratio, exit load and taxExpense ratio: 2.39%Inclusive of GST
Exit loadExit load of 1%, if redeemed within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementSantosh Singh
Jan 2022 - Present
View details
Also manages these schemes
Motilal Oswal Balance Advantage Fund Regular IDCW Yearly
Motilal Oswal Balance Advantage Fund Direct IDCW Quarterly
Motilal Oswal Balance Advantage Fund Direct IDCW Yearly
Motilal Oswal Balance Advantage Fund Regular Growth
Motilal Oswal Balance Advantage Fund Regular IDCW Quarterly
Motilal Oswal Balance Advantage Fund Direct Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Multi Asset Fund Regular Growth
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 Focused Fund Regular Growth
Motilal Oswal Focused Fund Regular IDCW
Motilal Oswal Focused Fund Direct Growth
Motilal Oswal Focused Fund Direct IDCW
Motilal Oswal Ultra Short Term Fund Regular Growth
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Motilal Oswal Ultra Short Term Fund Regular IDCW Daily
Motilal Oswal Ultra Short Term Fund Regular IDCW Quarterly
Motilal Oswal Ultra Short Term Fund Direct IDCW Weekly
Motilal Oswal Ultra Short Term Fund Direct IDCW Monthly
Motilal Oswal Ultra Short Term Fund Regular IDCW Weekly
Motilal Oswal Ultra Short Term Fund Direct IDCW Fortnightly
Motilal Oswal Ultra Short Term Fund Direct IDCW Quarterly
Motilal Oswal Ultra Short Term Fund Regular IDCW Fortnightly
Motilal Oswal Ultra Short Term Fund Regular IDCW Monthly
Motilal Oswal Ultra Short Term Fund Direct IDCW Daily
Motilal Oswal Midcap Fund Regular Growth
Motilal Oswal Midcap Fund Regular IDCW
Motilal Oswal Midcap Fund Direct Growth
Motilal Oswal Midcap Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Regular Growth
Motilal Oswal Flexi Cap Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Direct IDCW
Motilal Oswal Long Term Equity Fund Regular Growth
Motilal Oswal Long Term Equity Fund Direct Growth
Motilal Oswal Balance Advantage Fund Regular IDCW Yearly
Motilal Oswal Balance Advantage Fund Direct IDCW Quarterly
Motilal Oswal Balance Advantage Fund Direct IDCW Yearly
Motilal Oswal Balance Advantage Fund Regular Growth
Motilal Oswal Balance Advantage Fund Regular IDCW Quarterly
Motilal Oswal Balance Advantage Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Regular Growth
Motilal Oswal Nasdaq 100 FOF Regular Growth
Motilal Oswal Nasdaq 100 FOF Direct Growth
Motilal Oswal Liquid Fund Direct Growth
Motilal Oswal Liquid Fund Regular Growth
Motilal Oswal Liquid Fund Direct IDCW Quarterly
Motilal Oswal Liquid Fund Regular IDCW Monthly
Motilal Oswal Liquid Fund Regular IDCW Quarterly
Motilal Oswal Liquid Fund Direct IDCW Monthly
Motilal Oswal Liquid Fund Regular IDCW Weekly
Motilal Oswal Liquid Fund Direct IDCW Fortnightly
Motilal Oswal Liquid Fund Regular IDCW Daily
Motilal Oswal Liquid Fund Direct IDCW Daily
Motilal Oswal Liquid Fund Direct IDCW Weekly
Motilal Oswal Liquid Fund Regular IDCW Fortnightly
Motilal Oswal Liquid Fund Unclaimed Unclaimed IDCW Upto 3 yrs
Motilal Oswal Liquid Fund Unclaimed Unclaimed IDCW Above 3 yrs
Motilal Oswal Liquid Fund Unclaimed Unclaimed Redemption Above 3 yrs
Motilal Oswal Liquid Fund Unclaimed Unclaimed Redemption Upto 3 yrs
Motilal Oswal Large and Midcap Fund Regular Growth
Motilal Oswal Large and Midcap Fund Regular IDCW
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct IDCW
Motilal Oswal S&P 500 Index Fund Direct Growth
Motilal Oswal S&P 500 Index Fund Regular Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Multi Asset Fund Regular Growth
Motilal Oswal Nifty 5 year Benchmark G Sec ETF Growth
Motilal Oswal Asset Allocation Passive FoF Aggressive Direct Growth
Motilal Oswal Asset Allocation Passive FoF Aggressive Regular Growth
Motilal Oswal Asset Allocation Passive FoF Conservative Regular Growth
Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth
Motilal Oswal 5 Year G Sec FoF Direct Growth
Motilal Oswal 5 Year G Sec FoF Regular Growth
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Regular Growth
Motilal Oswal Nasdaq Q 50 ETF Growth
Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
Motilal Oswal Nifty 200 Momentum 30 ETF Growth
Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth
Motilal Oswal S&P BSE Low Volatility Index Fund Regular Growth
Motilal Oswal S&P BSE Low Volatility ETF Growth
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct Growth
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Regular Growth
Motilal Oswal S&P BSE Healthcare ETF Growth
Motilal Oswal S&P BSE Enhanced Value ETF Growth
Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth
Motilal Oswal S&P BSE Enhanced Value Index Fund Regular Growth
Motilal Oswal S&P BSE Quality ETF Growth
Motilal Oswal S&P BSE Quality Index Fund Direct Growth
Motilal Oswal S&P BSE Quality Index Fund Regular Growth
Motilal Oswal Gold and Silver ETFs FoF Regular Growth
Motilal Oswal Gold and Silver ETFs FoF Direct Growth
Fund house & investment objective
Motilal Oswal Mutual Fund
Rank (total assets)#19 in India
Total AUM₹31,048.98Cr
Date of Incorporation29 Dec 2009
 Motilal Oswal Balance Advantage Fund Regular IDCW Yearly is a Hybrid Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Abhiroop Mukherjee, Siddharth Bothra is the Current Fund Manager of Motilal Oswal Balance Advantage Fund Regular IDCW Yearly fund. The fund currently has an Asset Under Management(AUM) of ₹31,049 Cr and the Latest NAV as of 22 Mar 2023 is ₹11.80.
The Motilal Oswal Balance Advantage Fund Regular IDCW Yearly is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1%, if redeemed within 1 year.
;
Investment ObjectiveThe 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 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
[email protected]
Website
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Motilal Oswal Balance Advantage Fund Regular IDCW Yearly
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Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	-1.0%	8.4%	4.2%	6.1%
Category average	2.7%	14.8%	7.3%	NA
Rank with in category	23	22	14	NA

Name	Sector	Instrument	Assets
Religare Enterprises Ltd.	Financial	Equity	10.0%
Star Health and Allied Insurance Company Ltd.	Insurance	Equity	7.4%
Fino Payments Bank Ltd.	Financial	Equity	7.3%
Reserve Bank of India	Financial	T-Bills	7.2%
ZF Commercial Vehicle Control Systems India Ltd.	Automobile	Equity	5.7%
FSN E-Commerce Ventures Ltd.	Services	Equity	5.3%
Muthoot Finance Ltd.	Financial	Debenture	5.0%
Samvardhana Motherson International Ltd.	Automobile	Equity	4.7%
MTAR Technologies Ltd.	Capital Goods	Equity	4.6%
LTIMindtree Ltd.	Technology	Equity	4.2%

Rank (total assets)	#19 in India
Total AUM	₹31,048.98Cr

Date of Incorporation	29 Dec 2009

Fund benchmark	CRISIL Hybrid 50+50 Moderate Index

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Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	1
Fund size	₹667.98Cr

Motilal Oswal Balance Advantage Fund Regular IDCW Yearly

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (23)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.39%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Santosh SinghJan 2022 - PresentView details

Rakesh ShettyNov 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Santosh Singh
Jan 2022 - Present
View details

Rakesh Shetty
Nov 2022 - Present
View details