NAV (as on 2023-03-24)15.752(-0.53%)
(Chairman, Motilal Oswal AMC)
Investors who want the benefit of time and timing the market
Investors looking for lower risk compared to pure equities
Concentrated stock portfolio
Motilal Oswal Balance Advantage Fund(Formerly known as Motilal Oswal Dynamic Fund)
The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives, debt, money market instruments and units issued by REITs and InvITs.However, there can be no assurance o...Read More
would have become ₹ 10000.00
Current Value for an investment of Rs10,000
Date of inception: 27-Sep-2016. Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth Option. Different plans have different expense structure. Mr. Santosh Singh has been appointed as the Fund Manager for equity component with effect from 1-Jan-2022 Mr. Rakesh Shetty is the Fund Manager for debt component since 22-Nov-2022.
1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment. There would be no exit load for redemption of units on or before completion of 1 year from the date of allotment upto 12% of units allot...Read More
a) Methodology of calculating sale price: The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to SEBI Circular dated June 30, 2009, no entry load will be charged by the scheme to ...Read More
This product is suitable for investors who are seeking
Mr. Santosh Singh has completed his CA from ICAI and CFA from CFA Institute. Mr.Singh has an overall experience of 15 years. Mr. Singh was associated with Haitong International Securities Ltd. as Head of Research and Lead Analyst from 2015 to 2018 (years), where he was responsible for Research product and overall Research strategy. He was also associated with SG Asia Holdings as analyst from 2014 to 2015 years and also with Espirito Santo Securities as Lead analyst from 2007 to 2014 and so on. Mr. Singh was ranked No.1 analyst in India in the Asia money polls for insurance sector continuously for three years from 2015 to 2017.
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.