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Motilal Oswal Balance Advantage Fund - Direct Plan

The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments.

Suitability

This product is suitable for

• Long term capital appreciation

• Investment in equity, derivatives and debt instruments

Fund Info

Scheme Class	Hybrid
Scheme Category	Dynamic Asset Allocation
Expense Ratio	0.96%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,271
AMC AUM (in Crs.)	₹ 19,090
Min Addition Subscription	₹ 500

Benchmark Type

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Balanced Advantage Fund - Direct Plan	1000	1000	23.77%
SBI Dynamic Asset Allocation Fund - Direct Plan	1000	1000	0.06%

Top 10 Holdings

Company	Holding Type	Asset(%)
Net Receivables / (Payables)	Cash	21
Nifty August 2024 Future	Equity Index - Future	19
Star Health and Allied Insurance Co Ltd	Equity	10
Religare Enterprises Ltd	Equity	9
ZF Commercial Vehicle Control Systems India Ltd	Equity	9
Samvardhana Motherson International Ltd	Equity	8
FSN E-Commerce Ventures Ltd	Equity	8
Fino Payments Bank Ltd	Equity	6
L&T Technology Services Ltd	Equity	5
Piramal Enterprises Ltd	Equity	5

Asset Allocation(%)

Asset	Percent
Equity	83
Cash	21
Equity Index - Future	19
Bond - Corporate Bond	9
Bond - Gov't Treasury	4

Sector Allocation(%)

Sector	Percent
Financial Services	33
Consumer Cyclical	28
Cash	21
Equity Index - Future	19
Technology	11

Fund Manager

Santosh Singh

2+ years of experience

Rakesh Shetty

1+ years of experience

Sunil Sawant

0+ years of experience

Motilal Oswal Mutual Fund

AUM₹19,090 Cr

About

Motilal Oswal Asset Management Company Ltd. is the appointed Investment Manager to Motilal Oswal Mutual Fund. It was established on December 29th of 2009 and the AMC is registered with SEBI under SEBI (Portfolio Managers) Regulations. Motilal Oswal is one of the most trusted brands in the Indian financial industry and the asset management company provides an array of mutual fund schemes ranging from debt, equity and hybrid.##What makes Motilal Oswal stand out is its investment philosophy, whose aim is, Buy Right: Sit Tight. The AMC has certain primary objectives such as doing quality business and maintaining strong business ethics. They also target to increase the competitive advantage of the business.##They create long term goals and follow the strategy of - buy and hold, which is basically buying securities that they see have an upward potential in long run.

mfservice@motilaloswal.com

Phone

8108622222

Address

Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,, Mumbai - 400 025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m