Motilal Oswal Balance Advantage Fund-Dir (G) logo

Motilal Oswal Balance Advantage Fund Direct Growth

Hybrid |

Dynamic Asset Allocation or Balanced Advantage

NAV ₹20.06 as on 11 Jun 2026

RiskVery High

Fund Size₹735.74Cr

NAV₹20.06 as on 11 Jun 2026
RiskVery High
Fund Size₹735.74Cr

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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 9 months (Since Sep 27, 2016)

Return since Launch

7.43%

Expense ratio

1.13%

Type

OPEN

AUM (Fund Size)

₹735.74

Risk Grade

Very High

Benchmark

CRISIL Hybrid 50+50 - Moderate Index

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Asset Allocation

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Scheme Holding Summary

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RiskometerLevel of risk in the scheme
Moderate
High
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Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#16 in India
Total AUM₹1,40,601.97Cr
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 ₹1,40,601.97 Cr and the Latest NAV as of 11 Jun 2026 is ₹20.06.
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-4.91%1.89%0.98%0.80%
Category average-1.24%3.23%1.69%-
Rank within category342820-

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 5.77% 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 1.13%.

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 ₹735.74Cr.

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

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