NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Motilal Oswal Balanced Advantage Fund -Growth for NRI [16.96]

Min Investment

₹500

Fund Size

₹768.93 Cr

Expense Ratio

2.4%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

₹16.96

-0.01%

NAV as on 02 Apr 26, 12:00 AM

very high risk

dynamic asset allocation

equity

NAV as on 02 Apr 26, 12:00 AM

very high risk

dynamic asset allocation

equity

-4.58%p.a.

Last 1Y

5.15%p.a.

Last 3Y

2.94%p.a.

Last 5Y

5.71%p.a.

Since Inception

About Motilal Oswal Balanced Advantage Fund -Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Balanced Advantage Fund -Growth scheme from Motilal Oswal Asset Management Company Limited. It is a Dynamic Asset Allocation mutual fund scheme that predominantly invests in Dynamic Asset Allocation stocks of companies. Launched on Sep 2016, Motilal Oswal Balanced Advantage Fund -Growth is Dynamic Asset Allocation fund of its category with 768.93 Cr fund under management as on Apr 2026. The expense ratio of this fund is less than that of most other Fund category Dynamic Asset Allocation funds.

  • Motilal Oswal Balanced Advantage Fund -Growth delivered -4.6% annual returns during the last year. It has delivered 5.7% average annual returns since the fund was launched.
  • Motilal Oswal Balanced Advantage Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

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.

Top 10 Holdings

Bajaj Holdings & Investment Ltd

4.62%

Bharti Airtel Ltd

7.77%

Ellenbarrie Industrial Gases Ltd

4.55%

Coforge Ltd

6.17%

Shaily Engineering Plastics Ltd

8.66%

Trent Ltd

6.14%

Persistent Systems Ltd

7.39%

Net Receivables

11.53%

Dixon Technologies (India) Ltd

8.79%

Polycab India Ltd

0.14%

Fund Managers

  1. Niket Shah (Mar 2025 - Present)
  2. Ajay Khandelwal (Oct 2024 - Present)
  3. Atul Mehra (Oct 2024 - Present)
  4. Rakesh Shetty (Nov 2022 - Present)
  5. Sunil Sawant (Jul 2024 - Present)
  6. Swapnil P Mayekar (Nov 2025 - Present)
  7. Varun Sharma (Jan 2026 - Present)
  8. Sandeep Jain (Dec 2025 - Present)
  9. Ankit Agarwal (Jan 2026 - Present)

Key Information

View Scheme Document

Motilal Oswal Balanced Advantage Fund -Growth SIP Calculator

If invested

₹5,000

per month

For a period of

Investment of ₹0 could have been

₹0(+0.0%)

₹0 (+0.0%)

This Fund

₹0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Motilal Oswal Balanced Advantage Fund -Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Motilal Oswal Balanced Advantage Fund -Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Motilal Oswal Balanced Advantage Fund -Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions

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