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)

₹734 Cr

Lock In Period

N/A

Expense Ratio

2.83

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(%)
1M-0.71-0.970.94
6M11.334.2312.04
1Y-4.455.188.79
3Y0.9020.5345.20

Portfolio Analysis

  • Equity: 69.73%
  • Debt: 30.27%
  • Others
As on: 2026-07-31
View allocation % by

1. IndusInd Bank Limited3.98%
2. Kotak Mahindra Bank Ltd2.75%
3. Axis Bank Limited2.61%

1. CG Power and Industrial Solutions Limited3.15%
2. Schneider Electric Infrastructure Limited2.50%
3. ABB India Limited1.74%

1. Apollo Hospitals Enterprise Limited4.07%
2. Manipal Health Enterprises Ltd1.40%

1. Coforge Limited5.31%

1. Torrent Pharmaceuticals Limited4.32%

1. Bharti Airtel Limited3.77%

1. Shriram Finance Limited3.44%

1. ICICI Prudential Asset Management Company Limited3.38%

1. Larsen & Toubro Limited3.33%

1. Eternal Limited3.26%

1. Shaily Engineering Plastics Limited3.21%

1. Kusumgar Limited2.97%

1. Diamond Power Infrastructure Ltd.2.92%

1. Lenskart Solutions Limited2.60%

1. Titan Company Limited2.16%

1. Ather Energy Limited2.14%

1. United Spirits Limited1.98%

1. Samvardhana Motherson International Limited1.51%

1. Bosch Limited1.23%
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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 ₹734 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.83. 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
Bajaj Finserv Balanced Advantage Fund Growth01,262 CR2.62
Samco Dynamic Asset Allocation Fund Growth0167 CR3.42
Motilal Oswal Balance Advantage Fund Growth1733 CR2.83
Baroda BNP Paribas Balanced Advantage Fund Growth55,342 CR2.16
Quant Dynamic Asset Allocation Fund Growth0852 CR3.01
Fund Name1Y3Y
This FundBajaj Finserv Balanced Advantage Fund Growth2.82050
This FundSamco Dynamic Asset Allocation Fund Growth-1.81820
This FundMotilal Oswal Balance Advantage Fund Growth-4.45332.7143
This FundBaroda BNP Paribas Balanced Advantage Fund Growth6.083735.8287
This FundQuant Dynamic Asset Allocation Fund Growth-1.12838.9262

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 2.83. 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 : -0.71%
  • 6 Months : 11.33%
  • 1 Year : -4.45%
  • 3 Years : 0.90%
Returns of Motilal Oswal Balance Advantage Fund Growth are updated daily based on NAV of ₹ 19.4350 as on Sep 11,2026. Since inception, the return has been 2.71%.

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 ₹734 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.