Motilal Oswal Balance Advantage Fund Direct dividend payout

Hybrid • Dynamic • Direct dividend payout

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Dynamic

Direct dividend payout

Launched On
27 Sep 2016
9.9 years ago
Lock-in Period
No lock-in
NAV
as of 21 Aug 2026
₹14.1588
-0.0311% (0.00)
AUM
₹733 Cr
Expense ratio
1.59%
Benchmark
Fund Plan
Annually
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 1Y

1%

If units sold after 1Y

0%

Distribution

Market capital

What's in this fund?

Credit Rating
Sectors
Holdings
Financial Services

Financial Services

23.18%
Industrials

Industrials

19.56%
Consumer Cyclical

Consumer Cyclical

19.03%
Healthcare

Healthcare

17.77%
Technology

Technology

7.62%

Fund House

Motilal

Motilal

Inc: 28 Jul 2010 • Total AUM: ₹1,02,857 Cr • Rank #19
Motilal Oswal Mutual Fund, started in 2016, has Motilal Oswal Financial Services as its sponsors. The fund house is headed by Navin Agarwal as the CEO. As of 31 March 2024, it has an AUM of ₹50,746 Cr. The company has more than 17 lakh investor accounts.

Fund Managers

Swapnil Mayekar

Experience: 7.08 yrs • Total AUM: 6,51,146 Cr

Rakesh Shetty

Experience: 3.75 yrs • Total AUM: 7,05,174 Cr

Varun Sharma

Experience: 10.73 yrs • Total AUM: 5,26,576 Cr

Sandeep Jain

Experience: 4.44 yrs • Total AUM: 33,827 Cr

Ankit Agarwal

Experience: 6.98 yrs • Total AUM: 4,64,264 Cr

Atul Mehra

Experience: 2.55 yrs • Total AUM: 1,03,233 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.