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 2.85% 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 733.987 AUM and a 2.85 expense ratio. Considering all these factors, we have rated this fund as 0.0 star.
எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.
Returns
21 Sep 2026 நிலவரப்படி
Risk ratios
31 Aug 2026 நிலவரப்படி
Debt அளவீடுகள்
Portfolio
31 Aug 2026 நிலவரப்படி
Market-cap பிரிவு
துறை ஒதுக்கீடு
Holdings (32)
| Holding | Fund-இன் % | மதிப்பு | பங்குகள் |
|---|---|---|---|
| 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 |
| Kotak Mahindra Bank Ltd. | 3.45% | ₹25.68 Cr | 6,12,406 |
| Indusind Bank Ltd. | 3.45% | ₹25.65 Cr | 2,52,312 |
| Bajaj Finance Ltd.Coupon 7.38% · முதிர்வு 26/06/2028 · Rating CRISIL AAA | 3.33% | ₹24.74 Cr | 25,00,000 |
| HDB Financial Services Ltd.Coupon 7.41% · முதிர்வு 05/06/2028 · Rating CRISIL AAA | 3.33% | ₹24.75 Cr | 25,00,000 |
| Kotak Mahindra Prime Ltd.Coupon 7.16% · முதிர்வு 19/06/2028 · Rating CRISIL AAA | 3.32% | ₹24.67 Cr | 25,00,000 |
| Muthoot Finance Ltd.Coupon 7.88% · முதிர்வு 22/11/2028 · Rating CRISIL AA+ | 3.31% | ₹24.6 Cr | 25,00,000 |
Fund விவரங்கள்
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.