Motilal Oswal Balance Advantage Fund (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Motilal Oswal Balance Advantage Fund (G) (33399) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Motilal Oswal Balance Advantage Fund (G)
Motilal Oswal Asset Management Company Limited
The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Seasoned Team
Quality Score
Below Average
Motilal Oswal Balance Advantage Fund (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Equity Exposure
Market exposure level
Management Stability
Fund manager experience
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Kalyan Jewellers India Ltd | Diamond, Gems and Jewellery | 9.34% |
| Coforge Ltd | IT - Software | 9.23% |
| Ellenbarrie Industrial Gases Ltd | Chemicals | 9.21% |
| Dixon Technologies (India) Ltd | Consumer Durables | 8.89% |
| Poonawalla Fincorp Ltd | Finance | 8.54% |
| Shaily Engineering Plastics Ltd | Plastic products | 8.03% |
| Persistent Systems Ltd | IT - Software | 6.53% |
| Sun Pharmaceutical Industries Ltd | Pharmaceuticals | 6.05% |
| Bharti Airtel Ltd | Telecomm-Service | 5.82% |
| Trent Ltd | Retail | 5.08% |
Sector Breakdown
Compare against Dynamic Asset Allocation or Balanced Advantage category average
Performance Summary
This comparison shows how the fund performs relative to the Dynamic Asset Allocation or Balanced Advantage category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Dynamic Asset Allocation or Balanced Advantage category
Motilal Oswal Balance Advantage Fund (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Balanced Advantage Fund - Direct (G) | ₹554.30 | 10.16% | 0.59% | 19.14% |
| HDFC Balanced Advantage Fund (G) | ₹512.47 | 9.84% | -0.00% | 18.40% |
| Nippon India Balanced Advantage Fund - Direct (G) | ₹200.19 | 10.30% | 3.02% | 13.34% |
| Nippon India Balanced Advantage Fund (G) | ₹176.47 | 9.65% | 1.81% | 11.97% |
| Nippon India Balanced Advantage Fund (Bonus) | ₹176.47 | 9.65% | 1.81% | 11.97% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | ₹120.57 | 12.12% | 4.83% | 13.97% |
| Aditya Birla SL Balanced Advantage Fund (G) | ₹106.07 | 11.51% | 3.70% | 12.67% |
| ICICI Pru Balanced Advantage Fund - Dir (G) | ₹83.30 | 11.30% | 6.43% | 13.69% |
| ICICI Pru Balanced Advantage Fund (G) | ₹74.61 | 10.98% | 5.81% | 12.99% |
| Invesco India Balanced Advantage Fund-Direct (G) | ₹63.82 | 10.04% | 3.12% | 14.57% |
Category Average Returns
Ajay Khandelwal
A seasoned investment professional with over 9 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.