Motilal Oswal Balance Advantage Fund Regular Plan Growth Option

Motilal Oswal Balance Advantage Fund Regular Plan Growth Option has generated -3.0% returns over 1 year, 1.3% over 3 years and 4.2% over 5 years as of 15 October 2026.

Currently, the Net Asset Value (NAV) of Motilal Oswal Balance Advantage Fund Regular Plan Growth Option is ₹19.27, as of 15 October 2026.

You can invest in Motilal Oswal Balance Advantage Fund Regular Plan Growth Option through a lumpsum, a monthly SIP and a daily SIP.

The minimum SIP amount for Motilal Oswal Balance Advantage Fund Regular Plan Growth Option is ₹500 per instalment.

The expense ratio of Motilal Oswal Balance Advantage Fund Regular Plan Growth Option is 2.85%. It represents the annual expenses levied for managing and operating the fund scheme and is deducted from the fund's NAV rather than being charged separately. For example, if you invest ₹5,000, the annual expense is about ₹143.

As per the fund factsheet published by the fund house, Motilal Oswal Balance Advantage Fund Regular Plan Growth Option is considered to carry Very High Risk for its investors.

The top holdings of Motilal Oswal Balance Advantage Fund Regular Plan Growth Option include Shaily Engineering Plastics Ltd, Kotak Mahindra Bank Ltd, Torrent Pharmaceuticals Ltd, Apollo Hospitals Enterprise Ltd and Coforge Ltd, based on the latest portfolio disclosure. The fund's holdings may change over time depending on the fund manager's investment strategy.

Motilal Oswal Balance Advantage Fund Regular Plan Growth Option has no lock-in period for its investors. Thus, the investors of this fund are free to redeem their investments on any date as per their requirements.

You can redeem your investment in Motilal Oswal Balance Advantage Fund Regular Plan Growth Option on any business day. The exit load is 1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotmen.

Motilal Oswal Balance Advantage Fund Regular Plan Growth Option is managed by Swapnil P Mayekar, Rakesh Shetty, Varun Sharma, Ankit Agarwal and Sandeep Jain. A fund manager is an experienced finance professional responsible for making investment decisions and managing the fund's portfolio in line with its investment objective.