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Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 17.32 | 11.4 | 10.55 | N/A |
Average Rolling Returns(%) | 10.85 | 8.25 | 8.15 | N/A |
The Current NAV of Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth is ₹21.18.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth fund’s expense ratio is 2.18%
The process for redemption is
The AUM of Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth is currently ₹1,238 Crores.
The Top three stocks are ZF Comm Vehic Contr, Religare Enterprises and FSN E-Commerce and account for 29% of its portfolio. Top 5 and 10 stocks of fund account for 45% and 72% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth fund are BFSI, Auto and Miscellaneous accounting for 69% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Dynamic Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth Fund is Hybrid - Dynamic Asset Allocation.
Santosh Singh and Ajay Khandelwal manage the Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth Fund.
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth current PE ratio is 43.61 and PB ratio is 9.86
The asset allocation of Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth is Stocks : 82.91%, Debt : 31.59% and Gold : -14.48%
The minimum SIP amount for Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth is 1% on or before 1 year, Nil after 1 year