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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹702 Cr
Lock In Period
N/A
Expense Ratio
2.37
Benchmark
CRISIL Hybrid 50 + 50 - Moderate Index
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.
Summary
Latest details for Motilal Oswal Balance Advantage Fund Growth include a ₹17.9589 NAV as of Apr 21,2026 and returns since inception of 20.61%. Minimum investments start at SIP ₹500. The Motilal Oswal Balance Advantage Fund Growth AUM is ₹702 Cr, with a lock-in of N/A years, expense ratio of 2.37%, and benchmark CRISIL Hybrid 50 + 50 - Moderate Index. Exit load is - 1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 4.19% returns, against a category average of 1.86% and a category best of 5.94%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.19 | 1.86 | 5.94 |
| 6M | -12.24 | 1.87 | 13.26 |
| 1Y | -0.46 | 6.15 | 25.12 |
| 3Y | 6.45 | 15.80 | 61.08 |
Portfolio Analysis
- Equity: 68.58%
- Debt: 31.40%
- Others
As on: 2026-03-31
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About Fund
Motilal Oswal Balance Advantage Fund Growth managed by Motilal Oswal Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹702 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.37. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSundaram Balanced Advantage Fund (Old) Growth | 0 | 1247.87 CR | 2.38 |
| This FundMotilal Oswal Balance Advantage Fund Growth | 1 | 701.81 CR | 2.37 |
| This FundAxis Balanced Advantage Fund Growth | 3 | 3557.6 CR | 1.9 |
| This FundHDFC Balanced Advantage Fund - Growth | 5 | 98457.75 CR | 1.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Balanced Advantage Fund (Old) Growth | 14.9125 | 0 |
| This FundMotilal Oswal Balance Advantage Fund Growth | -0.4626 | 20.6137 |
| This FundAxis Balanced Advantage Fund Growth | 4.226 | 49.1561 |
| This FundHDFC Balanced Advantage Fund - Growth | 4.75 | 58.1809 |
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 2.37. 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 : 4.19%
- 6 Months : -12.24%
- 1 Year : -0.46%
- 3 Years : 6.45%
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 ₹702 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.
Min Inv Amount: ₹500