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)

₹712 Cr

Lock In Period

N/A

Expense Ratio

2.84

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-3.80-1.361.08
6M4.810.887.16
1Y-7.582.9125.12
3Y0.5512.1539.84

Portfolio Analysis

  • Equity: 68.50%
  • Debt: 31.50%
  • Others
As on: 2026-09-30
View allocation % by

1. Kotak Mahindra Bank Ltd4.35%
2. Axis Bank Limited3.45%
3. IndusInd Bank Limited3.20%

1. Coforge Limited4.06%
2. Billionbrains Garage Ventures Ltd2.11%

1. Eternal Limited3.55%
2. Shiprocket Limited1.56%

1. Torrent Pharmaceuticals Limited3.15%
2. Mankind Pharma Limited1.36%

1. ICICI Prudential Asset Management Company Limited3.51%

1. Diamond Power Infrastructure Ltd.3.29%

1. Lenskart Solutions Limited3.28%

1. Shaily Engineering Plastics Limited2.95%

1. Kusumgar Limited2.93%

1. Larsen & Toubro Limited2.80%

1. Varun Beverages Ltd2.72%

1. Kanohar Electricals Limited2.67%

1. United Spirits Limited2.51%

1. LG Electronics India�Ltd2.46%

1. ABB India Limited2.13%

1. Titan Company Limited2.10%

1. Shriram Finance Limited1.82%

1. Samvardhana Motherson International Limited1.69%

1. Jindal Steel Limited1.67%

1. Bosch Limited1.59%

1. Manipal Health Enterprises Ltd1.59%
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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 ₹712 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.84. 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).

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 2.84. 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 : -3.80%
  • 6 Months : 4.81%
  • 1 Year : -7.58%
  • 3 Years : 0.55%
Returns of Motilal Oswal Balance Advantage Fund Growth are updated daily based on NAV of ₹ 18.5271 as on Oct 23,2026. Since inception, the return has been 1.65%.

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 ₹712 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.
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