anubhai
Back OfficeMotilal Oswal Balance Advantage Fund (G)
Summary
| Fund Name | Motilal Oswal Mutual Fund |
| Scheme Name | Motilal Oswal Balance Advantage Fund (G) |
| AMC | Motilal Oswal Mutual Fund |
| Type | Open |
| Category | Hybrid - Equity Oriented |
| Launch Date | 06-Sep-2016 |
| Fund Manager | Atul Mehra |
| Net Assets(Rs. cr) | 735.74 |
NAV Graph
| One Month | Three Month | Six Month | One Year | Three Year | Five Year |
Latest Payouts
| Dividends | Bonus |
|---|
Performance
| 1 Week (%) | 1 Month (%) | 3 Month (%) | 6 Month (%) | 1 Year (%) | 3 Year (%) | 5 Year (%) | Since INC (%) | |
|---|---|---|---|---|---|---|---|---|
| Scheme Return | 0.46 | 2.55 | 8.21 | -5.35 | -3.73 | 4.34 | 4.33 | 6.49 |
| Category Avg | 0.29 | 1.95 | 7.58 | -0.59 | 3.75 | 12.31 | 10.93 | 11.42 |
| Category Best | 1.96 | 5.21 | 18.88 | 10.23 | 21.66 | 25.25 | 25.33 | 33.46 |
| Category Worst | -2.19 | -4.16 | -1.58 | -7.31 | -7.92 | 2.23 | 3.27 | -1.77 |
Asset Allocation
Holdings
| Company Name | % Hold |
|---|---|
| Shaily Engineer. | 6.03 |
| Eternal | 5.64 |
| NTPC | 4.69 |
| Bharti Airtel | 4.43 |
| Coforge | 4.38 |
| Kotak Mah. Bank | 3.90 |
| ICICI AMC | 3.83 |
| Torrent Pharma. | 3.71 |
| Apollo Hospitals | 3.71 |
| IndusInd Bank | 3.58 |
| Axis Bank | 3.44 |
| CG Power & Ind | 3.34 |
| Eicher Motors | 2.89 |
| A B B | 2.73 |
| Ellen.Indl.Gas | 2.59 |
| Larsen & Toubro | 2.47 |
| UltraTech Cem. | 2.47 |
| Shriram Finance | 2.20 |
| HDB FINANC SER | 3.36 |
| Bajaj Finance | 3.35 |
| Muthoot Finance | 3.34 |
| Kotak Mahindra P | 3.34 |
| Tata Capital | 3.32 |
| Net CA & Others | 14.34 |
| Nifty Future | 2.92 |
