Motilal Oswal Balanced Advantage Fund Regular-Growth
The fund is rated 0 stars. Balance between returns and downside risk provided limited support. Asset mix and investment selection within each industry were the main limitations and did not provide enough support for a higher rating. Higher annual fee of 2.84% was a minor drawback.
This fund has a bad track record with Asset Allocation, a bad track record with Stock Selection/Timing. It is important to note, however, that this fund has a 743.508 AUM and a 2.84 expense ratio. Considering all these factors, we have rated this fund as 0.0 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 7 Oct 2026
Risk ratios
As of 30 Sep 2026
Debt metrics
Portfolio
As of 31 Aug 2026
Market-cap split
Sector allocation
Holdings (32)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| Coforge Ltd. | 4.41% | ₹32.76 Cr | 1,65,020 |
| Others | 4.11% | ₹30.51 Cr | — |
| Shriram Finance Ltd | 3.60% | ₹26.8 Cr | 2,41,444 |
| Eternal Ltd. | 3.49% | ₹25.92 Cr | 7,90,121 |
| Indusind Bank Ltd. | 3.45% | ₹25.65 Cr | 2,52,312 |
| Kotak Mahindra Bank Ltd. | 3.45% | ₹25.68 Cr | 6,12,406 |
| HDB Financial Services Ltd.Coupon 7.41% · Maturity 05/06/2028 · Rating CRISIL AAA | 3.33% | ₹24.75 Cr | 25,00,000 |
| Bajaj Finance Ltd.Coupon 7.38% · Maturity 26/06/2028 · Rating CRISIL AAA | 3.33% | ₹24.74 Cr | 25,00,000 |
| Kotak Mahindra Prime Ltd.Coupon 7.16% · Maturity 19/06/2028 · Rating CRISIL AAA | 3.32% | ₹24.67 Cr | 25,00,000 |
| Muthoot Finance Ltd.Coupon 7.88% · Maturity 22/11/2028 · Rating CRISIL AA+ | 3.31% | ₹24.6 Cr | 25,00,000 |
Fund details
Long term capital appreciation. investment in equity, derivatives and debt instruments.
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments.
Exit load of 1%, if redeemed within 365 days.