Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 0.84 | 1.08 | 4.32 | 5.74 |
| Average Rolling Returns(%) | 7.63 | 7.93 | 7.64 | 6.53 |
The Current NAV of Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth is ₹18.81.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth fund’s expense ratio is 2.04%
The process for redemption is
The AUM of Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth is currently ₹712 Crores.
The Top three stocks are Kotak Mahindra Bank, Coforge and Eternal and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 35% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth fund are Others, BFSI and Miscellaneous accounting for 47% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.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 - Regular Plan - Growth Fund is Hybrid - Dynamic Asset Allocation.
Ankit Agarwal and Sandeep Jain manage the Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth Fund.
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth current PE ratio is 57.42 and PB ratio is 10.32
The asset allocation of Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth is Stocks : 68.50%, Debt : 31.52% and Gold : 0%
The minimum SIP amount for Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth is 1% on or before 365 days, Nil after 365 days
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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
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Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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