Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q)
Dynamic Asset Allocation or Balanced Advantage
- NAV 15.75 (0.83%)
- Fund Size (Cr) ₹1315.31
- Expense Ratio 0.96
- Scheme Type Active Fund
- Value Research
- Minimum investment ₹500
- Minimum Additional Investment ₹500
- Minimum SIP Investment ₹100
- Minimum Withdrawal ₹500
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Exit Load
1%
- Return Since Launch 12.77%
Basic Details
Santosh Singh
CRISIL Hybrid 50+50 - Moderate Index
OPEN
Lumpsum Returns
Note: Lumpsum Returns since Inception Date.
SIP Returns
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
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News
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Motilal Oswal MF announces change in Fund Manager of the following schemes
Motilal Oswal Mutual Fund has announced change in Fund Managers of the following schemes with effect from: 01 October 2024
Change in Fund Managers of the Schemes:
Scheme Name Fund Manager (Existing) Revised Fund Manager(s) Motilal Oswal Large Cap Fund Mr. Ajay Khandelwal
Mr. Niket Shah
Mr. Santosh Singh
Mr. Atul MehraMr. Ajay Khandelwal
Mr. Niket Shah
Mr. Atul MehraMotilal Oswal Large and Midcap Fund Mr. Ajay Khandelwal
Mr. Niket ShahMr. Ajay Khandelwal
Mr. Santosh Singh
Mr. Atul MehraMotilal Oswal Midcap Fund Mr. Niket Shah Mr. Niket Shah
Mr. Ajay Khandelwal
Mr. Santosh SinghMotilal Oswal Flexi Cap Fund Mr. Niket Shah Mr. Niket Shah
Mr. Ajay Khandelwal
Mr. Atul MehraMotilal Oswal ELSS Tax Saver Fund Mr. Niket Shah
Mr. Ajay KhandelwalMr. Ajay Khandelwal
Mr. Santosh Singh
Mr. Atul MehraMotilal Oswal Focused Fund Mr. Santosh Singh Mr. Santosh Singh
Mr. Ajay Khandelwal
Mr. Atul MehraMotilal Oswal Balanced Advantage Fund Mr. Santosh Singh Mr. Santosh Singh
Mr. Ajay Khandelwal
Mr. Atul MehraMotilal Oswal Multi Asset Fund Mr. Santosh Singh Mr. Santosh Singh
Mr. Ajay Khandelwal
Mr. Atul MehraMotilal Oswal Multi Cap Fund Mr. Ajay Khandelwal
Mr. Niket Shah
Mr. Santosh Singh
Mr. Atul MehraMr. Ajay Khandelwal
Mr. Niket Shah
Mr. Atul MehraMotilal Oswal Small Cap Fund Mr. Ajay Khandelwal
Mr. Niket ShahMr. Ajay Khandelwal
Mr. Niket Shah
Mr. Santosh SinghMotilal Oswal Manufacturing Fund Mr. Ajay Khandelwal
Mr. Niket Shah
Mr. Santosh Singh
Mr. Atul MehraMr. Ajay Khandelwal
Mr. Santosh Singh
Mr. Atul MehraMotilal Oswal Business Cycle Fund Mr. Ajay Khandelwal
Mr. Niket Shah
Mr. Santosh Singh
Mr. Atul MehraMr. Ajay Khandelwal
Mr. Niket Shah
Mr. Atul MehraPowered by Capital Market - Live News
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Motilal Oswal launches Nifty 500 Momentum 50 Index Fund
Motilal Oswal Mutual Fund has launched the Motilal Oswal Nifty 500 Momentum 50 Index Fund. This fund will track the Nifty 500 Momentum 50 Index.
The new fund offer (NFO) commenced on September 2, 2024, and will conclude on September 16, 2024. Investors interested in participating can subscribe to the fund during this period.
The fund is open-ended, meaning it will continuously offer new units to investors. It aims to replicate the performance of the Nifty 500 Momentum 50 Total Return Index. The fund provides exposure to stocks that have exhibited strong momentum across the large, mid, and small-cap segments of the Nifty 500 Index.
The Nifty 500 Momentum 50 Index is a carefully curated benchmark that identifies the top 50 companies within the Nifty 500 based on their Normalised Momentum Score. This index adheres to a momentum investing strategy, which involves selecting stocks that have demonstrated recent outperformance. The underlying principle is that stocks performing well in the past are more likely to maintain their momentum in the near future.
The index construction process involves a rigorous evaluation of Nifty 500 stocks based on their price performance over the past 6 months and 1 year. Additionally, the 12-month volatility is adjusted to ensure a balanced approach. The top 50 stocks exhibiting the strongest momentum are then included in the index.
As of August 30, 2024, the Nifty 500 Momentum 50 Index has delivered impressive returns, registering a growth of 69.51% over the past year and 35.77% CAGR over the past five years. This historical performance underscores the potential benefits of investing in momentum-driven strategies.
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Motilal Oswal AMC launches Business Cycle Fund
Motilal Oswal Asset Management Company (MOAMC) launched its latest new fund offer Motilal Oswal Business Cycle Fund. The new thematic fund by MOAMC is an open-ended equity scheme that following business cycles-based investing theme.
The NFO period is from 7th to 21st August 2024. This investment strategy focuses on generating wealth by investing in companies through dynamic allocation between various sectors and stocks at various stages of business cycle.
The performance of the fund will be measured against the Nifty 500 TRI Index, a broad-based index representing the top 500 companies listed on the National Stock Exchange.
The fund will invest minimum of 80% and maximum of 100% in Equity and Equity related instruments selected on the basis of business cycle theme, Maximum of 20% in Equity & Equity related instruments other than above and Debt and Money Market instruments (including cash and cash equivalents) respectively. Maximum of 10% in Units issued by REITs and InvITs. Maximum of 5% in Units of Mutual Funds with provision for risk mitigation.
This product is suitable for investors who are seeking capital appreciation over long term by investing predominantly in equities and equity related instruments selected on the basis of business cycle.
Prateek Agrawal, MD and CEO of Motilal Oswal Asset Management Company said, Indian economy is in an expansion phase which reflects in the improving corporate profitability, credit and CAPEX pick up, and government support to various sectors. This also resulted in improvement in India's domestic demand and consumption during the past 3 years, which has led to improving business prospects, driving investments in business capacity, and improvement in household assets. With the business cycle strategy, we want to capitalize on this virtuous time for Indian corporates, by selecting businesses that are most likely to do well during this expansion phase.
Niket Shah, CIO, Motilal Oswal Asset Management Company said, Our Business Cycle Fund is strategically designed to capitalize on emerging sectors and themes, allowing early exposure and maximizing the potential for wealth creation from upcoming trends. Utilizing HI-Growth & Hi-Conviction investing, the fund leverages a concentrated allocation of top house ideas across the market spectrum. Its agile approach ensures dynamic investment allocation across all market caps, adapting to evolving opportunities and optimizing returns'.
In business cycle investing, strategic positioning during different phases can significantly impact returns. During expansionary phases, such as 2004-07 and 2021-24, sectors like Capital Goods and Realty have outperformed defensive sectors due to increased capex and infrastructure development. Conversely, during slowdowns like 2009-12, FMCG sectors demonstrated resilience as essential consumption remained steady, outshining sectors like Realty. Similarly, in the trough phase of 2013-20, Consumer Durables surpassed Metals as consumption began to rebound. Understanding these dynamics, wherein market returns are driven by earnings growth and shifts in sentiment, can guide investors in making informed decisions aligned with the business cycle, added Niket Shah.
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Fund House Details & Investment Objective
- Date of Incorporation 06-Sep-2016
- Total AUM (Cr) ₹1316.28
Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) is an Dynamic Asset Allocation or Balanced Advantage-oriented fund from the renowned AMC, Motilal Oswal Mutual Fund. Launched in Sep 2016, this fund is managed by Santosh Singh. With assets under management (AUM) worth ₹1316.28 (Cr), as of 09-Oct-2024, Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) is categorized as a Dynamic Asset Allocation or Balanced Advantage within its segment. The fund has generated a return of 12.77% since its launch.
The current NAV of Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) is ₹15.75, as on 09-Oct-2024. The fund’s benchmark index is CRISIL Hybrid 50+50 - Moderate Index. You can invest in Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment.
The fund has generated 16.98% and 15.32% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 83.34% in Equity, 13.27% in Debt and 3.39% in cash and cash equivalents
The top 5 sectors the fund invests in are: 20.98% in Cash & Others, 17.39% in Auto Components, 15.65% in Debt, 14.10% in Finance and 11.44% in Insurance.
FAQs on Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q)
Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) is a popular fund in the Dynamic Asset Allocation or Balanced Advantage segment. The fund has generated a return of 12.77% since inception. Looking to invest in Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q)? How about earning 1% extra return? All this is possible with m.Stock! Investing in Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) today and reap the benefits of this Dynamic Asset Allocation or Balanced Advantage fund!
In the short term, i.e., 1 year, Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) has generated annualised return of 32.03%. In the long-term, the fund has generated 16.98% and 15.32% in 3 and 5 years respectively. Since its inception, the fund has generated 12.77% returns.
The expense ratio of Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) Direct Growth is 0.96%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.
The Assets Under Management (AUM) of Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) is ₹1316.28 (Cr) as of 09 October 2024. AUM shows the fund’s popularity and is often indicative of fund strength.
Redeeming or selling units of Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Yes, you can invest both lumpsum and SIP in Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q). Minimum lumpsum investment Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) is ₹500 and minimum SIP amount is ₹100. Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.
The latest NAV (Net Asset Value) of Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) is ₹15.75 as on 09 October 2024.
The 5 biggest stock holdings of Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) are:
Religare Enterp. (10.14%), Star Health Insu (9.38%), Samvardh. Mothe. (9.10%), ZF Commercial (8.63%), FSN E-Commerce (7.83%)
A majority of Motilal Oswal Balance Advantage Fund-Dir (IDCW-Q) 's AUM worth ₹1316.28 (Cr) is invested in these 3 top sectors:
- Cash & Others: 20.98%
- Auto Components: 17.39%
- Debt: 15.65%