Motilal Oswal Balance Advantage Fund Growth Return
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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
2.39
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
Summary
Motilal Oswal Balance Advantage Fund Growth NAV is ₹17.8910 as of 16 May, 2026. Motilal Oswal Balance Advantage Fund Growth has delivered 17.18% returns since its launch. The minimum SIP investment amount in Motilal Oswal Balance Advantage Fund Growth is ₹500. The AUM of Motilal Oswal Balance Advantage Fund Growth is ₹734 Cr. The expense ratio of the fund is 2.39%, and its benchmark is CRISIL Hybrid 50 + 50 - Moderate Index. The current exit load of the fund 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 last 1M months, Motilal Oswal Balance Advantage Fund Growth has delivered 2.08% returns.
Motilal Oswal Balance Advantage Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.08 | 0.92 | 3.74 |
| 6M | -11.60 | 1.73 | 13.26 |
| 1Y | -3.33 | 5.28 | 25.12 |
| 3Y | 5.43 | 15.43 | 54.17 |
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
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 2.39. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Sundaram Balanced Advantage Fund (Old) Growth | 0 | 1247.87 CR | 2.38 |
| Motilal Oswal Balance Advantage Fund Growth | 1 | 734.38 CR | 2.39 |
| Baroda BNP Paribas Balanced Advantage Fund Growth | 5 | 4755.77 CR | 1.9 |
| HDFC Balanced Advantage Fund - Growth | 4 | 105377.65 CR | 1.34 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Balanced Advantage Fund (Old) Growth | 14.9125 | 0 |
| This FundMotilal Oswal Balance Advantage Fund Growth | -3.3314 | 17.1788 |
| This FundBaroda BNP Paribas Balanced Advantage Fund Growth | 6.7283 | 45.321 |
| This FundHDFC Balanced Advantage Fund - Growth | 0.0132 | 51.3908 |
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 : 2.08%
- 6 Months : -11.60%
- 1 Year : -3.33%
- 3 Years : 5.43%
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.
