Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl

Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl is a hybrid fund. This fund was started on 27 September, 2016. The fund is managed by Niket Shah, Ajay Khandelwal. This fund gives you the benefit of diversification.

1. Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl has ₹923 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 1.
   

Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl has given a CAGR return of 7.57% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -11.77%, 10.22% and 8.51% respectively.

Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl has allocated its funds majorly in Cash Equivalent, Tech, Corporate, Consumer Cyclical, Basic Materials, Government, Financial Services, Communication, Health, Industrial, Consumer Defensive.

As it is a dynamic asset allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl has no lock in period.