- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Multi Asset Fund Direct Plan Growth
₹ 12.08
NAV (Apr 11)
View Less
Motilal Oswal Multi Asset Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment75,777
Wealth Gained8,08,389
Total Corpus Created (₹)
With CAGR of 4.118 % in 5 yearsHistorical NAV
₹ 12.0823
NAV (Apr 11)
Fund Returns
Last 1Y | -10.3% |
Last 3Y | 2.7% |
Last 5Y | - |
Last 10Y | - |
Since Inception | 4.1% |
6 Month CAGR | -18.8% |
Scheme Information
The scheme seeks to generate long term capital appreciation by investing in Equity including Index Funds/Equity ETFs, Gold ETFs and Silver ETFs, International Equity ETF and Stocks, Debt & Money Market Instruments.
Expense Ratio | 0.88 % |
Launched 4Y ago | 2020-08-04 |
AUM in Crores | 92.2 |
ISIN | INF247L01AI8 |
Lock-in (days) | No Lock-in |
Benchmark | NA |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 9.3 |
Beta | 0.5 |
Sharpe Ratio | -0.3 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Multi Asset Fund Direct (G) | 7,80,534 | 47,922 | 2.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
ICICI Prudential Gold Exchange Traded Fund-IDCW
13.36%Religare Enterprises Ltd.
8.42%Fino Payments Bank Ltd.
6.33%ZF Commercial Vehicle Control Systems India Ltd.
4.98%Samvardhana Motherson International Ltd.
4.82%
Allocation by Sector
Financial
18.86%Services
5.18%Technology
4.94%Automobile
3.35%Capital Goods
3.28%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,309 cr | ||
₹ 55,360 cr | ||
₹ 5,670 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.2% | 23% | ||
21.7% | 22.3% | ||
20.3% | 17% | ||
18.7% | 17.8% | ||
17.1% | 24.1% |
Motilal Oswal Multi Asset Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment75,777
Wealth Gained8,08,389
Total Corpus Created (₹)
With CAGR of 4.118 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Motilal Oswal Multi Asset Fund Direct Plan Growth?
What is the current AUM of Motilal Oswal Multi Asset Fund Direct Growth?
What is the latest NAV of Motilal Oswal Multi Asset Fund Direct Growth?
What is the Riskometer rating for Motilal Oswal Multi Asset Fund Direct Plan Growth?
Which are the top sector holdings in Motilal Oswal Multi Asset Fund Direct Plan?
Which are the top stock holdings in Motilal Oswal Multi Asset Fund Direct Plan?
What is the asset allocation of Motilal Oswal Multi Asset Fund Direct Plan Growth?
What has been the performance of Motilal Oswal Multi Asset Fund Direct Growth returns?
Does Motilal Oswal Multi Asset Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Motilal Oswal Multi Asset Fund Direct Plan Growth?
How to invest in Motilal Oswal Multi Asset Fund Direct Growth?
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