What is the NAV of Motilal Oswal Balanced Advantage Fund?
The Current NAV of Motilal Oswal Balanced Advantage Fund is ₹20.96, as of 13th June 2025What are the returns of Motilal Oswal Balanced Advantage Fund?
The Motilal Oswal Balanced Advantage Fund has been there since 27th September 2016- 1 Year Returns: -6.36
- 3 Year Returns: 11.70
- 5 Year Returns: 10.34
What are the top 5 sectors holdings of Motilal Oswal Balanced Advantage Fund?
The top sectors Motilal Oswal Balanced Advantage Fund has invested in are as for 27th 09 2016 are as follows -- Others | 54.30%
- Plastic Products | 9.95%
- Specialized Finance | 8.85%
- Cables | 6.29%
- IT Services & Consulting | 4.94%
What are the top 5 holdings Motilal Oswal Balanced Advantage Fund?
The top 5 holdings for Motilal Oswal Balanced Advantage Fund are- Net Receivables / (Payables) | 40.85%
- Collateralized Borrowing & Lending Obligation | 19.68%
- Shaily Engineering Plastics Ltd | 9.95%
- Polycab India Ltd | 6.29%
- Coforge Ltd | 4.94%
What is the asset allocation of Motilal Oswal Balanced Advantage Fund?
The Motilal Oswal Balanced Advantage Fund is a plan that invests- Cash & Equivalents | 60.53%
- Equity | 42.99%
- Corporate Debt | 12.95%
- Government Securities | 4.55%
- Futures & Options | -21.03%
How to invest in Motilal Oswal Balanced Advantage Fund?
If you wish to invest in Motilal Oswal Balanced Advantage Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Motilal Oswal Balanced Advantage Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Motilal Oswal Balanced Advantage Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Motilal Oswal Balanced Advantage Fund?
The AUM of Motilal Oswal Balanced Advantage Fund is 923.18 Cr as of 13th June 2025What is the expense ratio of Motilal Oswal Balanced Advantage Fund Plan?
The expense ratio of Motilal Oswal Balanced Advantage Fund Plan is 0.97How to exit Motilal Oswal Balanced Advantage Fund?
If you have invested in Motilal Oswal Balanced Advantage Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Motilal Oswal Balanced Advantage Fund?
The alpha ratio for the Motilal Oswal Balanced Advantage Fund is N/A
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Motilal Oswal Balanced Advantage Fund?
The volatility or standard deviation for the Motilal Oswal Balanced Advantage Fund is 13.39
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Motilal Oswal Balanced Advantage Fund?
The sharpe ratio for the Motilal Oswal Balanced Advantage Fund is -0.83
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Motilal Oswal Balanced Advantage Fund?
The Sortino ratio for the Motilal Oswal Balanced Advantage Fund is -0.08
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Motilal Oswal Balanced Advantage Fund?
The PE ratio (price-to-earnings) of the Motilal Oswal Balanced Advantage Fund is 62.47 while category PE ratio is 40.661. Test MF FAQ for Mutual Fund Motilal Oswal Balanced Advantage Fund Shares?
The Current NAV of Motilal Oswal Balanced Advantage Fund is ₹20.96, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Motilal Oswal Balanced Advantage Fund Plan?
There is a lock in period of N/A for Motilal Oswal Balanced Advantage Fund
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Motilal Oswal Balanced Advantage Fund Direct Growth
Growth
20.960.02% (+0.01)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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Motilal Oswal Balanced Advantage Fund Performance & Key Metrics
Motilal Oswal Balanced Advantage Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.97 | 6.74 | -0.83 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.31 | 6.50 | 0.29 |
Motilal Oswal Balanced Advantage Fund Scheme InfoMotilal Oswal Balanced Advantage Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 50+50 - Moderate Index |
About Dynamic Asset Allocation Fund
About Dynamic Asset Allocation Fund
Dynamic asset allocation funds invest across various sector including stocks, bonds, real estate and other equity funds. It can be most suited fund in case of uncertain market. They are less riskier as compared to other equity funds.
Motilal Oswal Balanced Advantage Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Motilal Oswal Balanced Advantage Fund Peers & Comparison
Comparing 3 mutual funds from
HybridDynamic Asset Allocation Fund
HybridDynamic Asset Allocation Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Motilal Oswal Balanced Advantage Fund | -6.36% | 11.70% | 8.86% |
| Edelweiss Balanced Advantage Fund | 5.39% | 15.66% | 12.81% |
| UTI ULIP 10Y | -96.42% | — | -78.23% |
| DSP Dynamic Asset Allocation Fund | 9.93% | 15.06% | 10.57% |
Motilal Oswal Balanced Advantage Fund Returns Comparison
Compare Motilal Oswal Balanced Advantage Fund with any MF, ETF, stock or indexCompare Motilal Oswal Balanced Advantage Fund with any MF, ETF, stock or index
Motilal Oswal Balanced Advantage Fund
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What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Motilal Oswal Balanced Advantage Fund Asset Allocation
Motilal Oswal Balanced Advantage Fund Asset Allocation
Actual
Target
May 2024
Sep 2024
Dec 2024
Mar 2025
May 2024
Sep 2024
Dec 2024
Mar 2025
Motilal Oswal Balanced Advantage Fund Sector Distribution
Motilal Oswal Balanced Advantage Fund Sector Distribution
May 2024
Sep 2024
Dec 2024
Mar 2025
Motilal Oswal Balanced Advantage Fund Sector Weightage
Motilal Oswal Balanced Advantage Fund Sector Weightage
Others
Others as a % of total holdings for last six quarters
Motilal Oswal Balanced Advantage Fund Current Holdings
Motilal Oswal Balanced Advantage Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
9.95 %
9.95 %Holdings
6.29 %
6.29 %Holdings
4.94 %
4.94 %
AMC Profile of Motilal Oswal Balanced Advantage Fund
AMC Profile of Motilal Oswal Balanced Advantage Fund
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
38
Total AUM
₹ 96,423.64 Cr.
Motilal Oswal Balanced Advantage Fund Manager Details
Motilal Oswal Balanced Advantage Fund Manager Details
Motilal Oswal Balanced Advantage Fund Manager Profile
Motilal Oswal Balanced Advantage Fund Manager Profile
Ajay Khandelwal
AUM: ₹26,906.75 Cr.
|
Exp: 10yrs
Atul Mehra
AUM: ₹7,913.82 Cr.
|
Exp: 15yrs
Niket Shah
AUM: ₹68,259.08 Cr.
|
Exp: —
Rakesh Shetty
AUM: ₹96,423.64 Cr.
|
Exp: 13yrs
Motilal Oswal Balanced Advantage Fund Manager Performance (0)
Motilal Oswal Balanced Advantage Fund Manager Performance (0)
Hybrid: Dynamic Asset Allocation Fund
Motilal Oswal Balanced Advantage Fund Tax Implications
Motilal Oswal Balanced Advantage Fund Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
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Motilal Oswal Balanced Advantage Fund Review & Opinions
Motilal Oswal Balanced Advantage Fund Review & Opinions
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%