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Motilal Oswal Balanced Advantage Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.99 | 41.91 | 0.87 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.31 | 41.96 | 1.24 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 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
HybridDynamic Asset Allocation Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Motilal Oswal Balanced Advantage Fund | 13.59% | 13.08% | 10.73% |
| Edelweiss Balanced Advantage Fund | 16.96% | 13.35% | 13.11% |
| DSP Dynamic Asset Allocation Fund | 15.52% | 11.48% | 10.58% |
| UTI Balanced Advantage Fund | 14.34% | — | 15.97% |
Price Comparison
Compare Motilal Oswal Balanced Advantage Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- Religare Enterprises Ltd3M change : 0.67 %
Holdings
10.43 %
0.67 % - Fsn E-Commerce Ventures Ltd3M change : 1.43 %
Holdings
9.82 %
1.43 % - Star Health and Allied Insurance Company Ltd3M 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
42
Total AUM
₹ 84,025.55 Cr.
Fund Manager Profile
Santosh Singh
AUM: ₹41,799.94 Cr.
|
Exp: —
Ajay Khandelwal
AUM: ₹59,626.42 Cr.
|
Exp: 10yrs
Atul Mehra
AUM: ₹34,092.72 Cr.
|
Exp: 15yrs
Rakesh Shetty
AUM: ₹69,150.59 Cr.
|
Exp: 13yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%