MOTILAL OSWAL BALANCE ADVANTAGE FUND - REGULAR GROWTH
19.89
0.13
as on 23-Apr-2024
HYBRID
| DYNAMIC ASSET ALLOCATION
33.4
1 YEAR RETURNS
10.98
3 YEAR RETURNS
10.15
5 YEAR RETURNS
500.0
Minimum Investment500.0
Minimum SIP Investment500.0
Additional PurchaseOption Type
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| PGIM INDIA BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH | 5 | 13.7 | 17.79 | 10.23 | NA | Buy |
| DSP DYNAMIC ASSET ALLOCATION FUND - REGULAR - GROWTH | 5 | 24.02 | 20.26 | 9.14 | 9.72 | Buy |
| HDFC BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH | 5 | 458.91 | 39.11 | 25.77 | 18.33 | Buy |
| ICICI PRUDENTIAL BALANCED ADVANTAGE FUND - GROWTH | 5 | 64.64 | 21.75 | 13.6 | 12.73 | Buy |
| EDELWEISS BALANCED ADVANTAGE FUND - GROWTH OPTION | 5 | 45.97 | 25.8 | 13.53 | 14.35 | 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 |