Motilal Oswal Balance Advantage Fund delivers 4.76% return in last year, 31.59% over 3 years; Check details

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.

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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
Financial Equity 10.39%
Automobile Equity 8.48%
Financial Equity 6.16%
Healthcare Equity 6.00%
Automobile Equity 5.81%

Sector Allocation in Motilal Oswal Balance Advantage Fund

Sector Percentage Amount
Services 15.69% ₹174.76 Cr
Financial 14.39% ₹160.23 Cr
Automobile 13.81% ₹153.80 Cr
Healthcare 6.52% ₹72.63 Cr
Technology 6.16% ₹68.58 Cr
Others 43.44% ₹483.84 Cr

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.