Motilal Oswal Balance Advantage Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation20.3%
Sharpe Ratio-0.72
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Coforge LtdTechnology13.12%
Shaily Engineering Plastics LtdCapital Goods9.10%
Trent LtdConsumers8.51%
Dixon Technologies (India) LtdTechnology8.20%
Persistent Systems LtdTechnology7.70%
Bharti Airtel LtdServices6.60%
Net Receivables / (Payables)Utilities5.92%
Ellenbarrie Industrial Gases LtdCapital Goods5.73%
Bajaj Holdings and Investment LtdFinancial Services5.51%
Polycab India LtdCapital Goods5.38%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.24%
Regulatory & Tax Information
INF247L01619
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)