Comprehensive analysis of Motilal Oswal Balance Advantage Fund (IDCW-A) (33406) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
High Expenses
Equity Focused
Seasoned Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Outperformance vs benchmark
Market exposure level
Fund manager experience
Historical performance consistency
Recent performance momentum
Risk-adjusted returns
Assets under management
Fund management costs
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| 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% |
Compare against Dynamic Asset Allocation or Balanced Advantage category average
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
| 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% |
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.