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Mutual Funds
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option

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Motilal Oswal Balance Advantage Fund Direct Plan Growth Option

Motilal Oswal Balance Advantage Fund Direct Plan Growth Option

  • Very High Risk
  • Allocation
  • Dynamic Asset Allocation
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NAV as on Feb 25, 2025
i
Price per unit of the scheme.
₹ 19.4419 -0.19% 1 Day Change
-8.59%
Minimum Investment ₹500
Expense Ratio 1.18%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
2
Scheme Rating
*Morningstar Rating Methodologyi

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
1M 3M 6M 1Y 3Y 5Y
-- Out of -- funds in the category
Category Avg Return
--
Fund Return
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

This Fund
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
VS
Allocation: Dynamic Asset Allocation Average NAV
Topper in Allocation: Dynamic Asset Allocation
All Fund
*For the other fund, rescaled NAVs are used
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RETURN CALCULATOR

Check the return on your investment in the fund
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Investment Type
MONTHLY SIP ONE -TIME
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    ₹0
  • Return
    ₹0
  • Current Value
    ₹0

FUND SUMMARY

Benchmark
CRISIL Hybrid 50+50 - Moderate TR INR
Expense Ratio
1.18 %
Category Avg Expense Ratio
0.76%
Minimum Investment (Lumpsum/SIP)
₹500/₹1500
Lock In (Years)
No Lock-in
Fund Size
₹ 1,011.12 Cr(As on Jan, 2025)
Inception Date
Sep 27, 2016
Turnover
24.00 %
Exit Load
1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotmen

ABOUT THE FUND

Objective: 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.

Motilal Oswal Balance Advantage Fund Direct Plan Growth Option is an Allocation - Dynamic Asset Allocation fund. The fund was launched in Sep 27, 2016. Its risk level is Very High. The NAV of the fund as on Feb 25, 2025 is ₹19.44. Its expense ratio is 1.18 %. The fund has an AUM of ₹1,011.12 Cr.The fund is managed by Ankush Sood, Santosh Singh, Rakesh Shetty, Sunil Sawant, Atul Mehra, Ajay Khandelwal. The minimum initial investment is ₹500 in Lumpsum mode.

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FUND MANAGER

Santosh Singh
i
Lead Fund Manager.
Jan 1, 2022- Present
  • Schemes managed 11
  • Total AUM ₹ 57,220.40 Cr
  • Highest Return In 1 Yr 18.37 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
₹19.44
-8.59%
-2.46%
Very High Risk
₹1,011.12Cr
Motilal Oswal Multi Asset Fund Direct Growth Motilal Oswal Multi Asset Fund Direct Growth
--
₹12.07
-5.07%
--
Moderately High risk
₹95.50Cr
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
₹19.65
1.22%
1.07%
Very High Risk
₹428.38Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
₹19.44
-17.24%
-5.41%
Very High Risk
₹1,011.12Cr
Motilal Oswal Multi Asset Fund Direct Growth Motilal Oswal Multi Asset Fund Direct Growth
--
₹12.07
-12.81%
--
Moderately High risk
₹95.50Cr
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
₹19.65
5.78%
8.57%
Very High Risk
₹428.38Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
₹19.44
-22.67%
-6.73%
Very High Risk
₹1,011.12Cr
Motilal Oswal Multi Asset Fund Direct Growth Motilal Oswal Multi Asset Fund Direct Growth
--
₹12.07
-19.63%
--
Moderately High risk
₹95.50Cr
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
₹19.65
8.09%
11.76%
Very High Risk
₹428.38Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
₹19.44
-7.56%
3.14%
Very High Risk
₹1,011.12Cr
Motilal Oswal Multi Asset Fund Direct Growth Motilal Oswal Multi Asset Fund Direct Growth
₹12.07
-9.01%
--
Moderately High risk
₹95.50Cr
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
₹19.65
18.37%
21.40%
Very High Risk
₹428.38Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
₹19.44
7.32%
10.86%
Very High Risk
₹1,011.12Cr
Motilal Oswal Multi Asset Fund Direct Growth Motilal Oswal Multi Asset Fund Direct Growth
--
₹12.07
3.45%
--
Moderately High risk
₹95.50Cr
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
₹19.65
11.88%
15.69%
Very High Risk
₹428.38Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
₹19.44
7.05%
11.31%
Very High Risk
₹1,011.12Cr
Motilal Oswal Multi Asset Fund Direct Growth Motilal Oswal Multi Asset Fund Direct Growth
--
₹12.07
--
--
Moderately High risk
₹95.50Cr
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
₹19.65
14.55%
14.41%
Very High Risk
₹428.38Cr
1M 3M 6M 1Y 3Y 5Y
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Very High Risk
  • NAV ₹19.44
  • Fund Size ₹1,011.12Cr
Fund Return -8.59%
Category Return -2.46%
Motilal Oswal Multi Asset Fund Direct Growth Motilal Oswal Multi Asset Fund Direct Growth
Moderately High risk --
  • NAV ₹12.07
  • Fund Size ₹95.50Cr
Fund Return -5.07%
Category Return --
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹19.65
  • Fund Size ₹428.38Cr
Fund Return 1.22%
Category Return 1.07%
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Very High Risk
  • NAV ₹19.44
  • Fund Size ₹1,011.12Cr
Fund Return -17.24%
Category Return -5.41%
Motilal Oswal Multi Asset Fund Direct Growth Motilal Oswal Multi Asset Fund Direct Growth
Moderately High risk --
  • NAV ₹12.07
  • Fund Size ₹95.50Cr
Fund Return -12.81%
Category Return --
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹19.65
  • Fund Size ₹428.38Cr
Fund Return 5.78%
Category Return 8.57%
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Very High Risk
  • NAV ₹19.44
  • Fund Size ₹1,011.12Cr
Fund Return -22.67%
Category Return -6.73%
Motilal Oswal Multi Asset Fund Direct Growth Motilal Oswal Multi Asset Fund Direct Growth
Moderately High risk --
  • NAV ₹12.07
  • Fund Size ₹95.50Cr
Fund Return -19.63%
Category Return --
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹19.65
  • Fund Size ₹428.38Cr
Fund Return 8.09%
Category Return 11.76%
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Very High Risk
  • NAV ₹19.44
  • Fund Size ₹1,011.12Cr
Fund Return -7.56%
Category Return 3.14%
Motilal Oswal Multi Asset Fund Direct Growth Motilal Oswal Multi Asset Fund Direct Growth
Moderately High risk --
  • NAV ₹12.07
  • Fund Size ₹95.50Cr
Fund Return -9.01%
Category Return --
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹19.65
  • Fund Size ₹428.38Cr
Fund Return 18.37%
Category Return 21.40%
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Very High Risk
  • NAV ₹19.44
  • Fund Size ₹1,011.12Cr
Fund Return 7.32%
Category Return 10.86%
Motilal Oswal Multi Asset Fund Direct Growth Motilal Oswal Multi Asset Fund Direct Growth
Moderately High risk --
  • NAV ₹12.07
  • Fund Size ₹95.50Cr
Fund Return 3.45%
Category Return --
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹19.65
  • Fund Size ₹428.38Cr
Fund Return 11.88%
Category Return 15.69%
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Very High Risk
  • NAV ₹19.44
  • Fund Size ₹1,011.12Cr
Fund Return 7.05%
Category Return 11.31%
Motilal Oswal Multi Asset Fund Direct Growth Motilal Oswal Multi Asset Fund Direct Growth
Moderately High risk --
  • NAV ₹12.07
  • Fund Size ₹95.50Cr
Fund Return --
Category Return --
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹19.65
  • Fund Size ₹428.38Cr
Fund Return 14.55%
Category Return 14.41%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Ankush Sood
Mar 10, 2023- Present
  • Schemes managed 9
  • Total AUM ₹ 54,467.20 Cr
  • Highest Return In 1 Yr 23.20 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
₹30.03
-8.44%
-5.23%
Very High Risk
₹8,446.92Cr
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
₹104.19
-5.92%
-6.97%
Very High Risk
₹24,488.00Cr
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
--
₹11.82
2.20%
--
Very High Risk
₹35.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
₹30.03
-15.11%
-10.84%
Very High Risk
₹8,446.92Cr
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
₹104.19
-13.86%
-12.57%
Very High Risk
₹24,488.00Cr
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
--
₹11.82
7.01%
--
Very High Risk
₹35.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
₹30.03
-12.65%
-13.13%
Very High Risk
₹8,446.92Cr
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
₹104.19
-9.06%
-15.13%
Very High Risk
₹24,488.00Cr
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
--
₹11.82
5.69%
--
Very High Risk
₹35.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
₹30.03
9.36%
4.08%
Very High Risk
₹8,446.92Cr
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
₹104.19
18.32%
3.70%
Very High Risk
₹24,488.00Cr
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
₹11.82
12.42%
--
Very High Risk
₹35.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
₹30.03
22.54%
16.42%
Very High Risk
₹8,446.92Cr
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
₹104.19
29.68%
18.96%
Very High Risk
₹24,488.00Cr
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
--
₹11.82
--
--
Very High Risk
₹35.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
₹30.03
21.74%
18.14%
Very High Risk
₹8,446.92Cr
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
₹104.19
27.72%
21.35%
Very High Risk
₹24,488.00Cr
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
--
₹11.82
--
--
Very High Risk
₹35.75Cr
1M 3M 6M 1Y 3Y 5Y
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
  • NAV ₹30.03
  • Fund Size ₹8,446.92Cr
Fund Return -8.44%
Category Return -5.23%
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
Very High Risk
  • NAV ₹104.19
  • Fund Size ₹24,488.00Cr
Fund Return -5.92%
Category Return -6.97%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
Very High Risk --
  • NAV ₹11.82
  • Fund Size ₹35.75Cr
Fund Return 2.20%
Category Return --
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
  • NAV ₹30.03
  • Fund Size ₹8,446.92Cr
Fund Return -15.11%
Category Return -10.84%
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
Very High Risk
  • NAV ₹104.19
  • Fund Size ₹24,488.00Cr
Fund Return -13.86%
Category Return -12.57%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
Very High Risk --
  • NAV ₹11.82
  • Fund Size ₹35.75Cr
Fund Return 7.01%
Category Return --
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
  • NAV ₹30.03
  • Fund Size ₹8,446.92Cr
Fund Return -12.65%
Category Return -13.13%
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
Very High Risk
  • NAV ₹104.19
  • Fund Size ₹24,488.00Cr
Fund Return -9.06%
Category Return -15.13%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
Very High Risk --
  • NAV ₹11.82
  • Fund Size ₹35.75Cr
Fund Return 5.69%
Category Return --
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
  • NAV ₹30.03
  • Fund Size ₹8,446.92Cr
Fund Return 9.36%
Category Return 4.08%
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
Very High Risk
  • NAV ₹104.19
  • Fund Size ₹24,488.00Cr
Fund Return 18.32%
Category Return 3.70%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
Very High Risk --
  • NAV ₹11.82
  • Fund Size ₹35.75Cr
Fund Return 12.42%
Category Return --
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
  • NAV ₹30.03
  • Fund Size ₹8,446.92Cr
Fund Return 22.54%
Category Return 16.42%
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
Very High Risk
  • NAV ₹104.19
  • Fund Size ₹24,488.00Cr
Fund Return 29.68%
Category Return 18.96%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
Very High Risk --
  • NAV ₹11.82
  • Fund Size ₹35.75Cr
Fund Return --
Category Return --
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
  • NAV ₹30.03
  • Fund Size ₹8,446.92Cr
Fund Return 21.74%
Category Return 18.14%
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
Very High Risk
  • NAV ₹104.19
  • Fund Size ₹24,488.00Cr
Fund Return 27.72%
Category Return 21.35%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
Very High Risk --
  • NAV ₹11.82
  • Fund Size ₹35.75Cr
Fund Return --
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Rakesh Shetty
Nov 22, 2022- Present
  • Schemes managed 33
  • Total AUM ₹ 79,169.51 Cr
  • Highest Return In 1 Yr 37.27 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
--
₹13.90
-7.11%
--
Very High Risk
₹840.59Cr
Motilal Oswal S&P BSE Quality Index Fund Direct Growth Motilal Oswal S&P BSE Quality Index Fund Direct Growth
--
₹15.00
-5.97%
--
Very High Risk
₹39.83Cr
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
₹30.03
-8.44%
-5.23%
Very High Risk
₹8,446.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
--
₹13.90
-18.19%
--
Very High Risk
₹840.59Cr
Motilal Oswal S&P BSE Quality Index Fund Direct Growth Motilal Oswal S&P BSE Quality Index Fund Direct Growth
--
₹15.00
-9.98%
--
Very High Risk
₹39.83Cr
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
₹30.03
-15.11%
-10.84%
Very High Risk
₹8,446.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
--
₹13.90
-23.89%
--
Very High Risk
₹840.59Cr
Motilal Oswal S&P BSE Quality Index Fund Direct Growth Motilal Oswal S&P BSE Quality Index Fund Direct Growth
--
₹15.00
-20.62%
--
Very High Risk
₹39.83Cr
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
₹30.03
-12.65%
-13.13%
Very High Risk
₹8,446.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
₹13.90
-7.82%
--
Very High Risk
₹840.59Cr
Motilal Oswal S&P BSE Quality Index Fund Direct Growth Motilal Oswal S&P BSE Quality Index Fund Direct Growth
₹15.00
-2.67%
--
Very High Risk
₹39.83Cr
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
₹30.03
9.36%
4.08%
Very High Risk
₹8,446.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
--
₹13.90
13.85%
--
Very High Risk
₹840.59Cr
Motilal Oswal S&P BSE Quality Index Fund Direct Growth Motilal Oswal S&P BSE Quality Index Fund Direct Growth
--
₹15.00
--
--
Very High Risk
₹39.83Cr
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
₹30.03
22.54%
16.42%
Very High Risk
₹8,446.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
--
₹13.90
--
--
Very High Risk
₹840.59Cr
Motilal Oswal S&P BSE Quality Index Fund Direct Growth Motilal Oswal S&P BSE Quality Index Fund Direct Growth
--
₹15.00
--
--
Very High Risk
₹39.83Cr
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
₹30.03
21.74%
18.14%
Very High Risk
₹8,446.92Cr
1M 3M 6M 1Y 3Y 5Y
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
Very High Risk --
  • NAV ₹13.90
  • Fund Size ₹840.59Cr
Fund Return -7.11%
Category Return --
Motilal Oswal S&P BSE Quality Index Fund Direct Growth Motilal Oswal S&P BSE Quality Index Fund Direct Growth
Very High Risk --
  • NAV ₹15.00
  • Fund Size ₹39.83Cr
Fund Return -5.97%
Category Return --
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
  • NAV ₹30.03
  • Fund Size ₹8,446.92Cr
Fund Return -8.44%
Category Return -5.23%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
Very High Risk --
  • NAV ₹13.90
  • Fund Size ₹840.59Cr
Fund Return -18.19%
Category Return --
Motilal Oswal S&P BSE Quality Index Fund Direct Growth Motilal Oswal S&P BSE Quality Index Fund Direct Growth
Very High Risk --
  • NAV ₹15.00
  • Fund Size ₹39.83Cr
Fund Return -9.98%
Category Return --
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
  • NAV ₹30.03
  • Fund Size ₹8,446.92Cr
Fund Return -15.11%
Category Return -10.84%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
Very High Risk --
  • NAV ₹13.90
  • Fund Size ₹840.59Cr
Fund Return -23.89%
Category Return --
Motilal Oswal S&P BSE Quality Index Fund Direct Growth Motilal Oswal S&P BSE Quality Index Fund Direct Growth
Very High Risk --
  • NAV ₹15.00
  • Fund Size ₹39.83Cr
Fund Return -20.62%
Category Return --
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
  • NAV ₹30.03
  • Fund Size ₹8,446.92Cr
Fund Return -12.65%
Category Return -13.13%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
Very High Risk --
  • NAV ₹13.90
  • Fund Size ₹840.59Cr
Fund Return -7.82%
Category Return --
Motilal Oswal S&P BSE Quality Index Fund Direct Growth Motilal Oswal S&P BSE Quality Index Fund Direct Growth
Very High Risk --
  • NAV ₹15.00
  • Fund Size ₹39.83Cr
Fund Return -2.67%
Category Return --
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
  • NAV ₹30.03
  • Fund Size ₹8,446.92Cr
Fund Return 9.36%
Category Return 4.08%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
Very High Risk --
  • NAV ₹13.90
  • Fund Size ₹840.59Cr
Fund Return 13.85%
Category Return --
Motilal Oswal S&P BSE Quality Index Fund Direct Growth Motilal Oswal S&P BSE Quality Index Fund Direct Growth
Very High Risk --
  • NAV ₹15.00
  • Fund Size ₹39.83Cr
Fund Return --
Category Return --
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
  • NAV ₹30.03
  • Fund Size ₹8,446.92Cr
Fund Return 22.54%
Category Return 16.42%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
Very High Risk --
  • NAV ₹13.90
  • Fund Size ₹840.59Cr
Fund Return --
Category Return --
Motilal Oswal S&P BSE Quality Index Fund Direct Growth Motilal Oswal S&P BSE Quality Index Fund Direct Growth
Very High Risk --
  • NAV ₹15.00
  • Fund Size ₹39.83Cr
Fund Return --
Category Return --
Motilal Oswal Large and Midcap Fund Direct Growth Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
  • NAV ₹30.03
  • Fund Size ₹8,446.92Cr
Fund Return 21.74%
Category Return 18.14%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Sunil Sawant
Jul 1, 2024- Present
  • Schemes managed 10
  • Total AUM ₹ 56,796.15 Cr
  • Highest Return In 1 Yr 23.20 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
₹19.44
-8.59%
-2.46%
Very High Risk
₹1,011.12Cr
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
₹60.32
-2.94%
-4.97%
Very High Risk
₹11,855.06Cr
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
₹104.19
-5.92%
-6.97%
Very High Risk
₹24,488.00Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
₹19.44
-17.24%
-5.41%
Very High Risk
₹1,011.12Cr
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
₹60.32
-10.29%
-10.96%
Very High Risk
₹11,855.06Cr
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
₹104.19
-13.86%
-12.57%
Very High Risk
₹24,488.00Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
₹19.44
-22.67%
-6.73%
Very High Risk
₹1,011.12Cr
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
₹60.32
-5.70%
-12.90%
Very High Risk
₹11,855.06Cr
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
₹104.19
-9.06%
-15.13%
Very High Risk
₹24,488.00Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
₹19.44
-7.56%
3.14%
Very High Risk
₹1,011.12Cr
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
₹60.32
15.71%
2.21%
Very High Risk
₹11,855.06Cr
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
₹104.19
18.32%
3.70%
Very High Risk
₹24,488.00Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
₹19.44
7.32%
10.86%
Very High Risk
₹1,011.12Cr
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
₹60.32
20.85%
13.84%
Very High Risk
₹11,855.06Cr
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
₹104.19
29.68%
18.96%
Very High Risk
₹24,488.00Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
₹19.44
7.05%
11.31%
Very High Risk
₹1,011.12Cr
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
₹60.32
16.04%
16.19%
Very High Risk
₹11,855.06Cr
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
₹104.19
27.72%
21.35%
Very High Risk
₹24,488.00Cr
1M 3M 6M 1Y 3Y 5Y
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Very High Risk
  • NAV ₹19.44
  • Fund Size ₹1,011.12Cr
Fund Return -8.59%
Category Return -2.46%
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
Very High Risk
  • NAV ₹60.32
  • Fund Size ₹11,855.06Cr
Fund Return -2.94%
Category Return -4.97%
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
Very High Risk
  • NAV ₹104.19
  • Fund Size ₹24,488.00Cr
Fund Return -5.92%
Category Return -6.97%
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Very High Risk
  • NAV ₹19.44
  • Fund Size ₹1,011.12Cr
Fund Return -17.24%
Category Return -5.41%
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
Very High Risk
  • NAV ₹60.32
  • Fund Size ₹11,855.06Cr
Fund Return -10.29%
Category Return -10.96%
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
Very High Risk
  • NAV ₹104.19
  • Fund Size ₹24,488.00Cr
Fund Return -13.86%
Category Return -12.57%
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Very High Risk
  • NAV ₹19.44
  • Fund Size ₹1,011.12Cr
Fund Return -22.67%
Category Return -6.73%
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
Very High Risk
  • NAV ₹60.32
  • Fund Size ₹11,855.06Cr
Fund Return -5.70%
Category Return -12.90%
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
Very High Risk
  • NAV ₹104.19
  • Fund Size ₹24,488.00Cr
Fund Return -9.06%
Category Return -15.13%
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Very High Risk
  • NAV ₹19.44
  • Fund Size ₹1,011.12Cr
Fund Return -7.56%
Category Return 3.14%
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
Very High Risk
  • NAV ₹60.32
  • Fund Size ₹11,855.06Cr
Fund Return 15.71%
Category Return 2.21%
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
Very High Risk
  • NAV ₹104.19
  • Fund Size ₹24,488.00Cr
Fund Return 18.32%
Category Return 3.70%
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Very High Risk
  • NAV ₹19.44
  • Fund Size ₹1,011.12Cr
Fund Return 7.32%
Category Return 10.86%
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
Very High Risk
  • NAV ₹60.32
  • Fund Size ₹11,855.06Cr
Fund Return 20.85%
Category Return 13.84%
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
Very High Risk
  • NAV ₹104.19
  • Fund Size ₹24,488.00Cr
Fund Return 29.68%
Category Return 18.96%
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
Very High Risk
  • NAV ₹19.44
  • Fund Size ₹1,011.12Cr
Fund Return 7.05%
Category Return 11.31%
Motilal Oswal Flexicap Fund Direct Plan Growth Motilal Oswal Flexicap Fund Direct Plan Growth
Very High Risk
  • NAV ₹60.32
  • Fund Size ₹11,855.06Cr
Fund Return 16.04%
Category Return 16.19%
Motilal Oswal Midcap 30 Direct Growth Motilal Oswal Midcap 30 Direct Growth
Very High Risk
  • NAV ₹104.19
  • Fund Size ₹24,488.00Cr
Fund Return 27.72%
Category Return 21.35%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Atul Mehra
Oct 1, 2024- Present
  • Schemes managed 9
  • Total AUM ₹ 32,304.02 Cr
  • Highest Return In 1 Yr 15.71 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Multi Cap Fund Direct Growth Motilal Oswal Multi Cap Fund Direct Growth
--
₹11.92
-2.54%
-5.56%
Very High Risk
₹3,150.70Cr
Motilal Oswal Business Cycle Fund Direct Growth Motilal Oswal Business Cycle Fund Direct Growth
--
₹11.12
-1.47%
--
Very High Risk
₹1,645.05Cr
Motilal Oswal Manufacturing Fund Direct Growth Motilal Oswal Manufacturing Fund Direct Growth
--
₹9.26
-8.75%
--
Very High Risk
₹719.64Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Multi Cap Fund Direct Growth Motilal Oswal Multi Cap Fund Direct Growth
--
₹11.92
-5.71%
-11.29%
Very High Risk
₹3,150.70Cr
Motilal Oswal Business Cycle Fund Direct Growth Motilal Oswal Business Cycle Fund Direct Growth
--
₹11.12
-7.51%
--
Very High Risk
₹1,645.05Cr
Motilal Oswal Manufacturing Fund Direct Growth Motilal Oswal Manufacturing Fund Direct Growth
--
₹9.26
-14.50%
--
Very High Risk
₹719.64Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Multi Cap Fund Direct Growth Motilal Oswal Multi Cap Fund Direct Growth
--
₹11.92
2.21%
-13.26%
Very High Risk
₹3,150.70Cr
Motilal Oswal Business Cycle Fund Direct Growth Motilal Oswal Business Cycle Fund Direct Growth
--
₹11.12
--
--
Very High Risk
₹1,645.05Cr
Motilal Oswal Manufacturing Fund Direct Growth Motilal Oswal Manufacturing Fund Direct Growth
--
₹9.26
-11.04%
--
Very High Risk
₹719.64Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Multi Cap Fund Direct Growth Motilal Oswal Multi Cap Fund Direct Growth
₹11.92
--
2.81%
Very High Risk
₹3,150.70Cr
Motilal Oswal Business Cycle Fund Direct Growth Motilal Oswal Business Cycle Fund Direct Growth
₹11.12
--
--
Very High Risk
₹1,645.05Cr
Motilal Oswal Manufacturing Fund Direct Growth Motilal Oswal Manufacturing Fund Direct Growth
₹9.26
--
--
Very High Risk
₹719.64Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Multi Cap Fund Direct Growth Motilal Oswal Multi Cap Fund Direct Growth
--
₹11.92
--
17.56%
Very High Risk
₹3,150.70Cr
Motilal Oswal Business Cycle Fund Direct Growth Motilal Oswal Business Cycle Fund Direct Growth
--
₹11.12
--
--
Very High Risk
₹1,645.05Cr
Motilal Oswal Manufacturing Fund Direct Growth Motilal Oswal Manufacturing Fund Direct Growth
--
₹9.26
--
--
Very High Risk
₹719.64Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Multi Cap Fund Direct Growth Motilal Oswal Multi Cap Fund Direct Growth
--
₹11.92
--
19.51%
Very High Risk
₹3,150.70Cr
Motilal Oswal Business Cycle Fund Direct Growth Motilal Oswal Business Cycle Fund Direct Growth
--
₹11.12
--
--
Very High Risk
₹1,645.05Cr
Motilal Oswal Manufacturing Fund Direct Growth Motilal Oswal Manufacturing Fund Direct Growth
--
₹9.26
--
--
Very High Risk
₹719.64Cr
1M 3M 6M 1Y 3Y 5Y
Motilal Oswal Multi Cap Fund Direct Growth Motilal Oswal Multi Cap Fund Direct Growth
Very High Risk --
  • NAV ₹11.92
  • Fund Size ₹3,150.70Cr
Fund Return -2.54%
Category Return -5.56%
Motilal Oswal Business Cycle Fund Direct Growth Motilal Oswal Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹11.12
  • Fund Size ₹1,645.05Cr
Fund Return -1.47%
Category Return --
Motilal Oswal Manufacturing Fund Direct Growth Motilal Oswal Manufacturing Fund Direct Growth
Very High Risk --
  • NAV ₹9.26
  • Fund Size ₹719.64Cr
Fund Return -8.75%
Category Return --
Motilal Oswal Multi Cap Fund Direct Growth Motilal Oswal Multi Cap Fund Direct Growth
Very High Risk --
  • NAV ₹11.92
  • Fund Size ₹3,150.70Cr
Fund Return -5.71%
Category Return -11.29%
Motilal Oswal Business Cycle Fund Direct Growth Motilal Oswal Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹11.12
  • Fund Size ₹1,645.05Cr
Fund Return -7.51%
Category Return --
Motilal Oswal Manufacturing Fund Direct Growth Motilal Oswal Manufacturing Fund Direct Growth
Very High Risk --
  • NAV ₹9.26
  • Fund Size ₹719.64Cr
Fund Return -14.50%
Category Return --
Motilal Oswal Multi Cap Fund Direct Growth Motilal Oswal Multi Cap Fund Direct Growth
Very High Risk --
  • NAV ₹11.92
  • Fund Size ₹3,150.70Cr
Fund Return 2.21%
Category Return -13.26%
Motilal Oswal Business Cycle Fund Direct Growth Motilal Oswal Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹11.12
  • Fund Size ₹1,645.05Cr
Fund Return --
Category Return --
Motilal Oswal Manufacturing Fund Direct Growth Motilal Oswal Manufacturing Fund Direct Growth
Very High Risk --
  • NAV ₹9.26
  • Fund Size ₹719.64Cr
Fund Return -11.04%
Category Return --
Motilal Oswal Multi Cap Fund Direct Growth Motilal Oswal Multi Cap Fund Direct Growth
Very High Risk --
  • NAV ₹11.92
  • Fund Size ₹3,150.70Cr
Fund Return --
Category Return 2.81%
Motilal Oswal Business Cycle Fund Direct Growth Motilal Oswal Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹11.12
  • Fund Size ₹1,645.05Cr
Fund Return --
Category Return --
Motilal Oswal Manufacturing Fund Direct Growth Motilal Oswal Manufacturing Fund Direct Growth
Very High Risk --
  • NAV ₹9.26
  • Fund Size ₹719.64Cr
Fund Return --
Category Return --
Motilal Oswal Multi Cap Fund Direct Growth Motilal Oswal Multi Cap Fund Direct Growth
Very High Risk --
  • NAV ₹11.92
  • Fund Size ₹3,150.70Cr
Fund Return --
Category Return 17.56%
Motilal Oswal Business Cycle Fund Direct Growth Motilal Oswal Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹11.12
  • Fund Size ₹1,645.05Cr
Fund Return --
Category Return --
Motilal Oswal Manufacturing Fund Direct Growth Motilal Oswal Manufacturing Fund Direct Growth
Very High Risk --
  • NAV ₹9.26
  • Fund Size ₹719.64Cr
Fund Return --
Category Return --
Motilal Oswal Multi Cap Fund Direct Growth Motilal Oswal Multi Cap Fund Direct Growth
Very High Risk --
  • NAV ₹11.92
  • Fund Size ₹3,150.70Cr
Fund Return --
Category Return 19.51%
Motilal Oswal Business Cycle Fund Direct Growth Motilal Oswal Business Cycle Fund Direct Growth
Very High Risk --
  • NAV ₹11.12
  • Fund Size ₹1,645.05Cr
Fund Return --
Category Return --
Motilal Oswal Manufacturing Fund Direct Growth Motilal Oswal Manufacturing Fund Direct Growth
Very High Risk --
  • NAV ₹9.26
  • Fund Size ₹719.64Cr
Fund Return --
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Ajay Khandelwal
Oct 1, 2024- Present
  • Schemes managed 12
  • Total AUM ₹ 70,948.67 Cr
  • Highest Return In 1 Yr 18.32 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Canara Robeco Mid Cap Fund Direct Growth Canara Robeco Mid Cap Fund Direct Growth
--
₹14.82
-5.36%
-6.97%
Very High Risk
₹2,628.74Cr
Canara Robeco Small Cap Fund Direct Growth Canara Robeco Small Cap Fund Direct Growth
₹36.80
-7.75%
-9.00%
Very High Risk
₹11,527.91Cr
Motilal Oswal Long Term Equity Fund Direct Plan Growth Motilal Oswal Long Term Equity Fund Direct Plan Growth
₹49.37
-8.68%
-4.66%
Very High Risk
₹3,876.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Canara Robeco Mid Cap Fund Direct Growth Canara Robeco Mid Cap Fund Direct Growth
--
₹14.82
-11.89%
-12.57%
Very High Risk
₹2,628.74Cr
Canara Robeco Small Cap Fund Direct Growth Canara Robeco Small Cap Fund Direct Growth
₹36.80
-15.46%
-15.52%
Very High Risk
₹11,527.91Cr
Motilal Oswal Long Term Equity Fund Direct Plan Growth Motilal Oswal Long Term Equity Fund Direct Plan Growth
₹49.37
-17.61%
-10.52%
Very High Risk
₹3,876.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Canara Robeco Mid Cap Fund Direct Growth Canara Robeco Mid Cap Fund Direct Growth
--
₹14.82
-15.22%
-15.13%
Very High Risk
₹2,628.74Cr
Canara Robeco Small Cap Fund Direct Growth Canara Robeco Small Cap Fund Direct Growth
₹36.80
-17.82%
-17.77%
Very High Risk
₹11,527.91Cr
Motilal Oswal Long Term Equity Fund Direct Plan Growth Motilal Oswal Long Term Equity Fund Direct Plan Growth
₹49.37
-15.75%
-12.35%
Very High Risk
₹3,876.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Canara Robeco Mid Cap Fund Direct Growth Canara Robeco Mid Cap Fund Direct Growth
₹14.82
5.11%
3.70%
Very High Risk
₹2,628.74Cr
Canara Robeco Small Cap Fund Direct Growth Canara Robeco Small Cap Fund Direct Growth
₹36.80
0.35%
0.01%
Very High Risk
₹11,527.91Cr
Motilal Oswal Long Term Equity Fund Direct Plan Growth Motilal Oswal Long Term Equity Fund Direct Plan Growth
₹49.37
6.56%
2.38%
Very High Risk
₹3,876.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Canara Robeco Mid Cap Fund Direct Growth Canara Robeco Mid Cap Fund Direct Growth
--
₹14.82
--
18.96%
Very High Risk
₹2,628.74Cr
Canara Robeco Small Cap Fund Direct Growth Canara Robeco Small Cap Fund Direct Growth
₹36.80
16.41%
17.86%
Very High Risk
₹11,527.91Cr
Motilal Oswal Long Term Equity Fund Direct Plan Growth Motilal Oswal Long Term Equity Fund Direct Plan Growth
₹49.37
21.25%
14.70%
Very High Risk
₹3,876.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Canara Robeco Mid Cap Fund Direct Growth Canara Robeco Mid Cap Fund Direct Growth
--
₹14.82
--
21.35%
Very High Risk
₹2,628.74Cr
Canara Robeco Small Cap Fund Direct Growth Canara Robeco Small Cap Fund Direct Growth
₹36.80
27.46%
24.61%
Very High Risk
₹11,527.91Cr
Motilal Oswal Long Term Equity Fund Direct Plan Growth Motilal Oswal Long Term Equity Fund Direct Plan Growth
₹49.37
19.15%
16.84%
Very High Risk
₹3,876.23Cr
1M 3M 6M 1Y 3Y 5Y
Canara Robeco Mid Cap Fund Direct Growth Canara Robeco Mid Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹2,628.74Cr
Fund Return -5.36%
Category Return -6.97%
Canara Robeco Small Cap Fund Direct Growth Canara Robeco Small Cap Fund Direct Growth
Very High Risk
  • NAV ₹36.80
  • Fund Size ₹11,527.91Cr
Fund Return -7.75%
Category Return -9.00%
Motilal Oswal Long Term Equity Fund Direct Plan Growth Motilal Oswal Long Term Equity Fund Direct Plan Growth
Very High Risk
  • NAV ₹49.37
  • Fund Size ₹3,876.23Cr
Fund Return -8.68%
Category Return -4.66%
Canara Robeco Mid Cap Fund Direct Growth Canara Robeco Mid Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹2,628.74Cr
Fund Return -11.89%
Category Return -12.57%
Canara Robeco Small Cap Fund Direct Growth Canara Robeco Small Cap Fund Direct Growth
Very High Risk
  • NAV ₹36.80
  • Fund Size ₹11,527.91Cr
Fund Return -15.46%
Category Return -15.52%
Motilal Oswal Long Term Equity Fund Direct Plan Growth Motilal Oswal Long Term Equity Fund Direct Plan Growth
Very High Risk
  • NAV ₹49.37
  • Fund Size ₹3,876.23Cr
Fund Return -17.61%
Category Return -10.52%
Canara Robeco Mid Cap Fund Direct Growth Canara Robeco Mid Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹2,628.74Cr
Fund Return -15.22%
Category Return -15.13%
Canara Robeco Small Cap Fund Direct Growth Canara Robeco Small Cap Fund Direct Growth
Very High Risk
  • NAV ₹36.80
  • Fund Size ₹11,527.91Cr
Fund Return -17.82%
Category Return -17.77%
Motilal Oswal Long Term Equity Fund Direct Plan Growth Motilal Oswal Long Term Equity Fund Direct Plan Growth
Very High Risk
  • NAV ₹49.37
  • Fund Size ₹3,876.23Cr
Fund Return -15.75%
Category Return -12.35%
Canara Robeco Mid Cap Fund Direct Growth Canara Robeco Mid Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹2,628.74Cr
Fund Return 5.11%
Category Return 3.70%
Canara Robeco Small Cap Fund Direct Growth Canara Robeco Small Cap Fund Direct Growth
Very High Risk
  • NAV ₹36.80
  • Fund Size ₹11,527.91Cr
Fund Return 0.35%
Category Return 0.01%
Motilal Oswal Long Term Equity Fund Direct Plan Growth Motilal Oswal Long Term Equity Fund Direct Plan Growth
Very High Risk
  • NAV ₹49.37
  • Fund Size ₹3,876.23Cr
Fund Return 6.56%
Category Return 2.38%
Canara Robeco Mid Cap Fund Direct Growth Canara Robeco Mid Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹2,628.74Cr
Fund Return --
Category Return 18.96%
Canara Robeco Small Cap Fund Direct Growth Canara Robeco Small Cap Fund Direct Growth
Very High Risk
  • NAV ₹36.80
  • Fund Size ₹11,527.91Cr
Fund Return 16.41%
Category Return 17.86%
Motilal Oswal Long Term Equity Fund Direct Plan Growth Motilal Oswal Long Term Equity Fund Direct Plan Growth
Very High Risk
  • NAV ₹49.37
  • Fund Size ₹3,876.23Cr
Fund Return 21.25%
Category Return 14.70%
Canara Robeco Mid Cap Fund Direct Growth Canara Robeco Mid Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.82
  • Fund Size ₹2,628.74Cr
Fund Return --
Category Return 21.35%
Canara Robeco Small Cap Fund Direct Growth Canara Robeco Small Cap Fund Direct Growth
Very High Risk
  • NAV ₹36.80
  • Fund Size ₹11,527.91Cr
Fund Return 27.46%
Category Return 24.61%
Motilal Oswal Long Term Equity Fund Direct Plan Growth Motilal Oswal Long Term Equity Fund Direct Plan Growth
Very High Risk
  • NAV ₹49.37
  • Fund Size ₹3,876.23Cr
Fund Return 19.15%
Category Return 16.84%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Jan 2025
EQUITY (62.83%)
DEBT (15.83%)
CASH (21.34%)
Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
    --
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    --
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
    --

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    --
    This Fund
    VS
    --
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    --
    This Fund
    VS
    --
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    0.31
    This Fund
    VS
    1.10
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    --
    This Fund
    VS
    --
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    0.21
    This Fund
    VS
    0.61
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    12.66
    This Fund
    VS
    8.02
    Category Avg
Benchmark used in calculation : --

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
ICICI Prudential Balanced Advantage Fund Direct Plan Growth ICICI Prudential Balanced Advantage Fund Direct Plan Growth
₹75.54
0.68%
-2.46%
High Risk
₹60,434.09 Cr
DSP Dynamic Asset Allocation Fund Direct Growth DSP Dynamic Asset Allocation Fund Direct Growth
₹29.32
0.96%
-2.46%
Moderately High risk
₹3,185.69 Cr
UTI Balanced Advantage Fund Direct Growth UTI Balanced Advantage Fund Direct Growth
--
₹12.00
-1.09%
-2.46%
Very High Risk
₹2,921.21 Cr
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
--
₹14.82
-1.14%
-2.46%
Very High Risk
₹33,308.58 Cr
ITI Balanced Advantage Fund Direct Growth ITI Balanced Advantage Fund Direct Growth
₹14.95
-1.23%
-2.46%
Very High Risk
₹378.30 Cr
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
₹21.68
-1.36%
-2.46%
Moderately High risk
₹2,652.06 Cr
ICICI Prudential Balanced Advantage Fund Direct Plan Growth ICICI Prudential Balanced Advantage Fund Direct Plan Growth
HIGH RISK
  • NAV ₹75.54
  • Fund Size ₹60,434.09 Cr
Fund Return -0.68%
Category Return -2.46%
DSP Dynamic Asset Allocation Fund Direct Growth DSP Dynamic Asset Allocation Fund Direct Growth
MODERATELY HIGH RISK
  • NAV ₹29.32
  • Fund Size ₹3,185.69 Cr
Fund Return -0.96%
Category Return -2.46%
UTI Balanced Advantage Fund Direct Growth UTI Balanced Advantage Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹12.00
  • Fund Size ₹2,921.21 Cr
Fund Return -1.09%
Category Return -2.46%
SBI Balanced Advantage Fund Direct Growth SBI Balanced Advantage Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹14.82
  • Fund Size ₹33,308.58 Cr
Fund Return -1.14%
Category Return -2.46%
ITI Balanced Advantage Fund Direct Growth ITI Balanced Advantage Fund Direct Growth
VERY HIGH RISK
  • NAV ₹14.95
  • Fund Size ₹378.30 Cr
Fund Return -1.23%
Category Return -2.46%
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
MODERATELY HIGH RISK
  • NAV ₹21.68
  • Fund Size ₹2,652.06 Cr
Fund Return -1.36%
Category Return -2.46%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Motilal Oswal Gold and Silver ETFs Fund of Funds Direct Growth Motilal Oswal Gold and Silver ETFs Fund of Funds Direct Growth
--
₹16.47
6.77%
6.36%
Very High Risk
₹207.31 Cr
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
--
₹11.82
2.20%
--
Very High Risk
₹35.75 Cr
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
₹19.65
1.22%
1.07%
Very High Risk
₹428.38 Cr
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth
--
₹12.11
1.16%
0.11%
Moderate Risk
₹30.24 Cr
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct Growth Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct Growth
--
₹14.57
0.68%
--
Very High Risk
₹17.64 Cr
Motilal Oswal Liquid Fund (MOFLF) Direct Growth Motilal Oswal Liquid Fund (MOFLF) Direct Growth
--
₹13.63
0.58%
0.45%
Low to Moderate Risk
₹998.01 Cr
Motilal Oswal Gold and Silver ETFs Fund of Funds Direct Growth Motilal Oswal Gold and Silver ETFs Fund of Funds Direct Growth
VERY HIGH RISK --
  • NAV ₹16.47
  • Fund Size ₹207.31 Cr
Fund Return 6.77%
Category Return 6.36%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹11.82
  • Fund Size ₹35.75 Cr
Fund Return 2.20%
Category Return --
Motilal Oswal Equity Hybrid Fund Direct Growth Motilal Oswal Equity Hybrid Fund Direct Growth
VERY HIGH RISK
  • NAV ₹19.65
  • Fund Size ₹428.38 Cr
Fund Return 1.22%
Category Return 1.07%
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth
MODERATE RISK --
  • NAV ₹12.11
  • Fund Size ₹30.24 Cr
Fund Return 1.16%
Category Return 0.11%
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct Growth Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹14.57
  • Fund Size ₹17.64 Cr
Fund Return 0.68%
Category Return --
Motilal Oswal Liquid Fund (MOFLF) Direct Growth Motilal Oswal Liquid Fund (MOFLF) Direct Growth
LOW TO MODERATE RISK --
  • NAV ₹13.63
  • Fund Size ₹998.01 Cr
Fund Return 0.58%
Category Return 0.45%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Motilal Oswal Asset Management Company Limited - Portfolio Managers
Motilal Oswal Asset Management Company Limited - Portfolio Managers manages assets worth ₹ 1,00,103.65 crores. It’s current offering of mutual fund schemes includes 37 equity, 3 debt and 5 hybrid schemes.
Phone
+91 22 39804263
Email
mfservice@motilaloswal.com
AUM
₹ 1,00,103.65 Cr (
As on Jan 2025
)
Address
Motilal Oswal Tower, ,Mumbai ,400 025

FAQ’S

What is the category of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option ?
The category of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option is Allocation - Dynamic Asset Allocation
What is the current NAV of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option ?
The current NAV of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option (as on Feb 25, 2025) is ₹ 19.44
How safe is Motilal Oswal Balance Advantage Fund Direct Plan Growth Option?
The risk level of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option is Very High .
What are short term returns given by Motilal Oswal Balance Advantage Fund Direct Plan Growth Option?
The return given by Motilal Oswal Balance Advantage Fund Direct Plan Growth Option in 1 month is -8.59%, 3 months is -17.24%, 6 months is -22.67%, and 1 year is -7.56%.
What are the long term returns given by Motilal Oswal Balance Advantage Fund Direct Plan Growth Option?
The return given by Motilal Oswal Balance Advantage Fund Direct Plan Growth Option in 3 years is 7.32% and 5 years is 7.05%.
What is the expense ratio of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option?
The expense ratio of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option is 1.18 %
What is the AUM of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
The assets under Management (AUM) of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option is Rs 1,011.12 crores.
What is the minimum investment in Motilal Oswal Balance Advantage Fund Direct Plan Growth Option?
The minimum Lumpsum investment in Motilal Oswal Balance Advantage Fund Direct Plan Growth Option is ₹500 and the minimum SIP investment in Motilal Oswal Balance Advantage Fund Direct Plan Growth Option is ₹1500
What is the asset allocation of Motilal Oswal Balance Advantage Fund Direct Plan Growth Option?
The Motilal Oswal Balance Advantage Fund Direct Plan Growth Option has an exposure of 62.83% in Equity, 15.83% in Debt and 21.34% in Cash & Money Market Securities

CALCULATORS

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