3 Year return
16.21%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1226.73 Cr.
Expense Ratio
0.96% (inclusive of GST)
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 allotment.
Tax Implications
Withdrawal within 1 year:
15% tax on gains
Withdrawal after 1 year:
10% tax on gains above ₹1 lakh per financial year
Fund Holdings
Motilal Oswal Mutual Fund Managers
SB
Siddharth Bothra
Fund Manager since Nov 2016
Fund House Details
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Balanced Advantage Fund IDCW Plan Direct Plan Payout |
24.31% |
4 |
Baroda BNP Paribas Balanced Advantage Fund Direct Plan IDCW Payout |
15.92% |
3 |
Edelweiss Balanced Advantage Fund Direct Plan Quarterly IDCW Payout |
14.78% |
5 |
Schemes by Motilal Oswal Mutual Fund
List of mutual fund schemes by AMC
Key Features of The Fund
5-year return | 14.83% |
Expense Ratio | 0.96% |
Fund Manager | Siddharth Bothra |
Fund Size | ₹1226.73 Cr |
Risk Profile | Very High |
AMC Contact Details
Name | Motilal Oswal Mutual Fund |
Launch Date | November 2008 |
Addresss | 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025 |
Contact | 91-2240548002 8108622222 |
amc@motilaloswal.com | |
Website | https://www.motilaloswalmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Combat Inflation With SIP Investments
FAQs
What is today's NAV of Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Reinvestment/Reinvestment Reinvestment?
What is the AUM of Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Reinvestment/Reinvestment Reinvestment?
What is the expense ratio of Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Reinvestment/Reinvestment Reinvestment?
What are the returns of Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Reinvestment/Reinvestment Reinvestment since inception?
What is the minimum SIP amount to invest in Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Reinvestment/Reinvestment Reinvestment?
How do I invest in Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Reinvestment/Reinvestment Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Reinvestment/Reinvestment Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Reinvestment/Reinvestment Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Reinvestment/Reinvestment Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.