MOTILAL OSWAL BALANCE ADVANTAGE FUND - REGULAR GROWTH
17.77
-0.08
as on 20-Mar-2025
HYBRID
| DYNAMIC ASSET ALLOCATION
-5.39
1 YEAR RETURNS
6.19
3 YEAR RETURNS
9.73
5 YEAR RETURNS
200000.0
Minimum Investment200000.0
Minimum SIP Investment200000.0
Additional PurchaseOption Type
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| HDFC BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH | 5 | 484.45 | 9.34 | 19.18 | 27.03 | Buy |
| BARODA BNP PARIBAS BALANCED ADVANTAGE FUND - REGULAR GROWTH | 4 | 22.45 | 8.43 | 11.35 | 18.43 | Buy |
| SUNDARAM BALANCED ADVANTAGE FUND - REGULAR PLAN GROWTH | 4 | 33.17 | 6.4 | 9.6 | 13.91 | Buy |
| TATA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | 4 | 19.43 | 4.91 | 9.85 | 15.93 | Buy |
| SBI BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH | 4 | 14.54 | 7.53 | 12.12 | NA | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | Net CA & Others | 22.61 |
| 2 | Bajaj Finance Ltd | 10.32 |
| 3 | HDFC Bank Ltd | 9.67 |
| 4 | United Spirits Ltd | 8.72 |
| 5 | Housing Development Finance Corporation Ltd | 8.35 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Miscellaneous | 28.26 |
| 2 | Banks | 17.39 |
| 3 | Finance & Investments | 14.15 |
| 4 | Banks - Private Sector | 12.87 |
| 5 | Finance - Housing | 12.25 |