Motilal Oswal Balance Advantage Fund-Dir (G) logo

Motilal Oswal Balance Advantage Fund Direct Growth

Hybrid |

Dynamic Asset Allocation or Balanced Advantage

NAV ₹22.87 as on 17 Nov 2025

RiskVery High

Fund Size₹955.26Cr

NAV₹22.87 as on 17 Nov 2025
RiskVery High
Fund Size₹955.26Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹500

Exit Load

1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment.

Basic Details

Age

9 years 2 months (Since Sep 27, 2016)

Return since Launch

9.47%

Expense ratio

0.99%

Type

OPEN

AUM (Fund Size)

₹955.26

Risk Grade

Very High

Benchmark

CRISIL Hybrid 50+50 - Moderate Index

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Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Ajay Khandelwal

Experience:

Around 14 years of Experience including 9 years in Mutual Fund industry BOI AXA Investment Managers Private Limited ( April 2010 To Present) B&K Securities ( January 2008 To April 2010) Infosys (June 2005 To December 2007)

Asset Allocation

Reverse Repo 26.05%

Net CA & Others 1.92%

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Scheme Holding Summary

Debt Others

Plastic products

Diamond, Gems and Jewellery

E-Commerce/App based Aggregator

Chemicals

IT - Software

Retail

Trent Ltd

6.14%

Healthcare

Pharmaceuticals

Financial Services

BSE Ltd

2.60%

Cables

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RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#17 in India
Total AUM₹1,27,837.28Cr
Date of Incorporation14 Nov 2008
Motilal Oswal Balance Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 27 Sep 2016. The fund currently has an Asset Under Management(AUM) of ₹1,27,837.28 Cr and the Latest NAV as of 17 Nov 2025 is ₹22.87.
The Motilal Oswal Balance Advantage Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹500. Exit load of 1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment..
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Returns and Rankings

Category: Hybrid Dynamic Asset Allocation or Balanced Advantage

1Y3Y5YAll
Fund returns-1.56%3.80%1.79%1.01%
Category average7.19%4.03%2.38%-
Rank within category342219-

FAQ’s

What kind of returns does Motilal Oswal Balance Advantage Fund Direct Growth provide?

Motilal Oswal Balance Advantage Fund Direct Growth has given a return of 11.84% in the past 3 years.

What is the expense ratio charged by Motilal Oswal Balance Advantage Fund Direct Growth?

The Expense Ratio charged by Motilal Oswal Balance Advantage Fund Direct Growth is 0.99%.

What is the AUM size of Motilal Oswal Balance Advantage Fund Direct Growth?

The AUM size of Motilal Oswal Balance Advantage Fund Direct Growth is ₹955.26Cr.

What is the minimum SIP amount that you can invest in Motilal Oswal Balance Advantage Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in Motilal Oswal Balance Advantage Fund Direct Growth .

What are the top stock holdings of Motilal Oswal Balance Advantage Fund Direct Growth?

The top stock holdings of Motilal Oswal Balance Advantage Fund Direct Growth include and Shaily Engineering Plastics Ltd.

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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.