Investment type
Motilal Oswal Balance Advantage Fund-Dir (G) is a mutual fund under the Low Risk-Return Funds category, managed by Motilal Oswal Mutual Fund. It was launched on 14 Nov 2008, and has been active for over 17 years. As of 31 Mar 2025 the fund manages assets worth ₹923 Crores. The expense ratio is 0.97%.
This fund generated returns of -6.46% in the last 1 year. Since its inception, it has provided an average annual return of 9.34%.
The fund's investments are mainly concentrated in sectors like Cash & Others, Debt, Industrial Products, Retailing and IT-Software.
The top five holdings in this fund include prominent companies such as Net CA & Others, Coforge, Shaily Engineer., PG Electroplast and Persistent Sys.
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.
These funds are low-risk as they invest in safe assets like government bonds and high-rated debt.
Yes, if you prioritize capital preservation and want steady, modest returns.
These funds are suitable for short to medium-term goals, generally one to three years.
Yes, you can withdraw anytime, though holding for the investment term is recommended.
Expenses are low, usually between 0.5% and 1%, due to the focus on low-risk assets.
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