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FAQ : Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan

Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 4.78 2.77 5.07
Average Rolling Returns(%) 8.15 8.17 7.96 7.19

The Current NAV of Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan is ₹19.82.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 1.07%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan is currently ₹702 Crores.

The Top three stocks are Bharti Airtel, ICICI Bank and Coforge and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 33% and 51% of fund’s portfolio respectively.

Top three sectors of Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan fund are Miscellaneous, BFSI and Others accounting for 57% of the total portfolio.

Since this is a Hybrid - Dynamic Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Dynamic Asset Allocation.

Atul Mehra and Sandeep Jain manage the Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan Fund.

Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 38.42 and PB ratio is 7.60

The asset allocation of Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan is Stocks : 52.22%, Debt : 62.01% and Gold : -14.26%

The minimum SIP amount for Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00

The exit load for Motilal Oswal Balanced Advantage Fund - Growth - Direct Plan is 1% on or before 365 days, Nil after 365 days

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