Motilal Oswal Balance Advantage Fund Regular - Quarterly IDCW Payout/Reinvestment

Motilal Oswal Balance Advantage Fund Regular - Quarterly IDCW Payout/Reinvestment is a scheme launched by MOTILAL OSWAL Mutual Fund on September 27, 2016, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 1,021.86 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 500. It charges an expense ratio of 2.19% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Motilal Oswal Balance Advantage Fund Regular - Quarterly IDCW Payout/Reinvestment trailing returns over different times are -16.58% (1 year), 2.47% (3 year) and 1.24% (5 year). The average annual return of this fund stands at -5.34%.