
Motilal Oswal Balance Advantage Fund Direct-Growth is a hybrid mutual fund offered by Motilal Oswal Mutual Fund. As of January 18, 2025, the fund has an AUM of ₹1,113.82 Crores, with the latest NAV standing at ₹22.195.
The fund has delivered a return of 4.76% over the past year, 31.59% over the past three years, and 121.07% since its inception.
Motilal Oswal Balance Advantage Fund Return
Period | This fund | Category average |
---|---|---|
1 month | -5.2% | -2.7% |
3 months | -9.79% | -2.87% |
6 months | -5.1% | -0.82% |
1 year | 4.76% | 12.67% |
3 years | 9.76% | 11.88% |
5 years | 10.06% | 13.47% |
7 years | 8.78% | 10.9% |
Motilal Oswal Balance Advantage Fund Top 5 Holdings
Name | Sector | Instrument | Assets |
---|---|---|---|
Religare Enterprises Ltd.
|
Financial | Equity | 10.39% |
ZF Commercial Vehicle Control Systems India Ltd.
|
Automobile | Equity | 8.48% |
Fino Payments Bank Ltd.
|
Financial | Equity | 6.16% |
Piramal Enterprises Ltd.
|
Healthcare | Equity | 6.00% |
Samvardhana Motherson International Ltd.
|
Automobile | Equity | 5.81% |
Sector Allocation in Motilal Oswal Balance Advantage Fund
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.