Motilal Oswal Balance Advantage Fund Regular Plan Growth Option
Medium
Risk
Other Schemes
Dynamic Asset Allocation
+
9.44
%
9.44
%
3Y annualised
+
0.23
%
0.23
%
1D
1M
6M
1Y
3Y
All
Fund size
1282
NAV:
Mar 7, 2024
19.3478
Sector
Tech
Type
Other_schemes
Launched
Sep 2016
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Nifty 50 Index March 2024 Future
17.53
%
Star Health and Allied Insurance Co Ltd
9.02
%
FSN E-Commerce Ventures Ltd
6.94
%
Samvardhana Motherson International Ltd
6.77
%
Religare Enterprises Ltd
6.34
%
Fino Payments Bank Ltd
5.80
%
ZF Commercial Vehicle Control Systems India Ltd
4.98
%
BSE Ltd
4.94
%
Dreamfolks Services Ltd
4.43
%
L&T Technology Services Ltd
4.41
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 15.0 Days, 0.0 % if redeemed after 15.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Motilal Oswal Balance Advantage Fund Regular Plan Growth Option
More details
Investment objective
The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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