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Motilal Oswal Balance Advantage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Motilal Oswal Balance Advantage Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹733 Cr

Lock In Period

N/A

Expense Ratio

2.39

Exit Load

1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.

Benchmark

CRISIL Hybrid 50 + 50 - Moderate Index

Motilal Oswal Balance Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.510.532.67
6M4.492.6113.26
1Y-3.705.0125.12
3Y2.8514.4946.37

Portfolio Analysis

  • Equity: 66.88%
  • Debt: 33.12%
  • Others
As on: 2026-06-30
View allocation % by

1. Kotak Mahindra Bank Ltd3.78%
2. Indusind Bank Ltd3.64%
3. Axis Bank Ltd2.86%

1. CG Power and Industrial Solutions Limited3.49%
2. ABB India Ltd2.66%
3. Schneider Electric Infrastructure Ltd2.51%

1. Eternal Limited4.95%

1. Coforge Limited4.54%

1. Bharti Airtel Ltd4.51%

1. Shaily Engineering Plastics Limited4.41%

1. Apollo Hospitals Enterprise Limited3.96%

1. Torrent Pharmaceuticals Ltd3.91%

1. NTPC Ltd3.83%

1. Avenue Supermarts Limited3.62%

1. ICICI Prudential Asset Management Company Limited3.61%

1. Larsen & Toubro Ltd3.51%

1. Shriram Finance Limited3.43%

1. Interglobe Aviation Ltd2.30%

1. Eicher Motors Limited1.36%

About Fund Motilal Oswal Balance Advantage Fund Growth

Motilal Oswal Balance Advantage Fund Growth managed by Motilal Oswal Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹733 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.39. Under the expert guidance of Atul Mehra ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Atul Mehra

Mr. Atul Mehra holds CFA Charterholder, Masters in commerce and Bachelor’s in commerce. Prior to which he worked with Edelweiss Capital Ltd - Research Analyst (2008-13).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sundaram Balanced Advantage Fund (Old) Growth01,247 CR2.38
Motilal Oswal Balance Advantage Fund Growth1732 CR2.39
ICICI Prudential Balanced Advantage Fund Growth572,486 CR1.57
HDFC Balanced Advantage Fund - Growth4106,456 CR1.29
Fund Name1Y3Y
This FundSundaram Balanced Advantage Fund (Old) Growth14.91250
This FundMotilal Oswal Balance Advantage Fund Growth-3.69528.7904
This FundICICI Prudential Balanced Advantage Fund Growth6.880739.7132
This FundHDFC Balanced Advantage Fund - Growth1.557143.7587

Motilal Oswal Balance Advantage Fund Growth FAQs

Motilal Oswal Balance Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal Balance Advantage Fund Growth is 2.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Balance Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : 2.51%
  • 6 Months : 4.49%
  • 1 Year : -3.70%
  • 3 Years : 2.85%
Returns of Motilal Oswal Balance Advantage Fund Growth are updated daily based on NAV of ₹ 19.0335 as on Jul 31,2026. Since inception, the return has been 8.79%.

You can invest in Motilal Oswal Balance Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal Balance Advantage Fund Growth is ₹733 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal Balance Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.