menu
Jama - Motilal Oswal Balanced Advantage Fund


Motilal Oswal Balanced Advantage Fund

Invest Now
Start SIP

Hybrid-Dynamic Asset Allocation
NAV : 20.2002
(+0.02669999999999817
arrow_upward
)
AUM : ₹7 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.52%14.87%28.24%20.17%10.86%13.26%NA



NAV History



Expense Ratio Trends


Fund Details

An open ended dynamic asset allocation fund
NAV20.2002
Launch Date27-09-2016
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio114.99999999999999%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,13,243₹1,12,904₹338
After 1 year₹1,20,166₹1,18,732₹1,434
After 3 years₹1,45,285₹1,40,025₹5,260
After 20 years₹12,06,371₹9,43,417₹2,62,955

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 13.26% Past 3 yr Data




Fund Objective:
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 or guarantee that the investment objective of the Scheme would be achieved.
Fund Manager:
Santosh Singh