Motilal Oswal Balanced Advantage Fund · Direct · Growth
NAV
₹20.6714
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- -1.94%
- 3Y
- +6.10%
- 5Y
- +5.66%
- Since Inception
- +7.76%
SIP returns (XIRR)
- 1Y
- -3.53%
- 3Y
- -1.24%
- 5Y
- +3.66%
- Since Inception
- +6.39%
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Motilal Oswal Balanced Advantage Fund Regular - Quarterly IDCW Payout/Reinvestment
- 1Collateralized Borrowing & Lending Obligation10.96%
- 2Icici Bank Limited6.88%
- 3Eternal Limited5.57%
- 4Coforge Limited5.56%
- 5Shaily Engineering Plastics Limited5.12%
- 6Ntpc Limited4.85%
- 7Bharti Airtel Limited4.58%
- 8Indusind Bank Limited3.60%
- 9Torrent Pharmaceuticals Limited3.53%
- 10Icici Prudential Asset Management Company Limited3.40%
Investment Objective
Motilal Oswal Balanced Advantage Fund · Direct · Growth by Motilal Oswal Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.
About This Fund
Motilal Oswal Balanced Advantage Fund · Direct · Growth is a Dynamic Asset Allocation mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 9 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations