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Motilal Oswal Balanced Advantage Fund

Growth
HybridDynamic Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 1,145 Cr
Very High RiskPrinciple investment will be at very high risk
23.670.16% (+0.04)

Price Chart

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Returns
0.00%
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Max
SIP
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1M
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Max
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HybridDynamic Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 1,145 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.9741.910.87
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3143.331.53

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
CRISIL Hybrid 50+50 - Moderate Index

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.

Peers & Comparison

Comparing 3 mutual funds from 
HybridDynamic Asset Allocation Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal Balanced Advantage Fund13.52%13.21%11.08%
Edelweiss Balanced Advantage Fund20.08%13.89%13.37%
DSP Dynamic Asset Allocation Fund18.17%11.85%10.75%
UTI Balanced Advantage Fund17.73%18.40%

Price Comparison

Compare Motilal Oswal Balanced Advantage Fund with any MF, ETF, stock or index
Compare Motilal Oswal Balanced Advantage Fund with any MF, ETF, stock or index
Motilal Oswal Balanced Advantage Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Futures & OptionsGovernment SecuritiesCorporate DebtCash & EquivalentsEquity-15.60%3.63%10.32%17.78%83.88%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+11 moreIT Services & ConsultingInvestment Banking & BrokerageOthersSpecialized FinanceAuto Parts36.47 %9.92 %10.43 %12.02 %14.88 %16.29 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2410.43%10.54%13.89%17.75%17.73%16.29%
Auto Parts as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Religare Enterprises Ltd
    RELIGARE
    3M change : 0.67 %

    Holdings

    10.43 %

    0.67 %
  • Fsn E-Commerce Ventures Ltd
    NYKAA
    3M change : 1.43 %

    Holdings

    9.82 %

    1.43 %
  • Star Health and Allied Insurance Company Ltd
    STARHEALTH
    3M change : -0.76 %

    Holdings

    8.96 %

    -0.76 %

AMC Profile

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

    41

  • Total AUM

    ₹ 83,992.12 Cr.

Fund Manager Profile

Santosh Singh

AUM:  ₹41,769.38 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Ajay Khandelwal

AUM:  ₹59,597.50 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Atul Mehra

AUM:  ₹34,062.16 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Rakesh Shetty

AUM:  ₹69,353.79 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

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.

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