Compare Motilal Oswal Balanced Advantage Fund vs SBI Balanced Advantage Fund
Risk
Very High
High
Rating
1.0
5.0
Min SIP Amount
₹500
₹250
Expense Ratio
2.34
1.54
NAV
₹17.51
₹15.77
Fund Started
06 Sep 2016
12 Aug 2021
Fund Size
₹768.93 Cr
₹40202.72 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
1 Year
0.13%
9.99%
3 Year
4.52%
13.30%
5 Year
3.47%
-
Equity
69.68%
48.33%
Cash
30.32%
28.99%
Top 10 Holdings
Shaily Engineering Plastics Ltd. | 9.00% |
Coforge Ltd. | 8.30% |
Bharti Airtel Ltd. | 7.85% |
Eternal Ltd. | 7.69% |
Persistent Systems Ltd. | 7.39% |
ICICI Bank Ltd. | 6.80% |
Ellenbarrie Industrial Gases Ltd. | 5.21% |
Kalyan Jewellers India Ltd. | 4.54% |
Indusind Bank Ltd. | 3.14% |
NTPC Ltd. | 2.00% |
Reliance Industries Ltd. | 5.32% |
HDFC Bank Ltd. | 4.58% |
Tata Steel Ltd. | 2.73% |
Tech Mahindra Ltd. | 2.38% |
Axis Bank Ltd. | 2.06% |
Tata Motors Passenger Vehicles Ltd. | 1.96% |
GAIL (India) Ltd. | 1.93% |
Larsen & Toubro Ltd. | 1.90% |
Mahindra & Mahindra Ltd. | 1.87% |
HCL Technologies Ltd. | 1.82% |
Name
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Start Date
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Description
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments.
The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
Launch Date
06 Sep 2016
12 Aug 2021
