However, Scripbox does not recommend investing in multi asset allocation mutual funds.
Multi Asset Allocation funds have exposure to at least 3 different asset classes.
This category has few funds and relatively small amounts invested in them.
Also each fund is unique in its investment strategy.It is better for investors to make the allocation to multiple asset classes themselves and choose the right funds in each asset class.
1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
212 Cr. Medium within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Consistently poor. The historical performance of the fund has been consistently poor
The investment objective is to generate long term capital appreciation by investing in a diversified portfolio comprises of Equity,International Equity Index Funds/ Equity ETFs,Debt and Money Market Instruments and Gold Exchange Traded Funds. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Low to Moderate
Aug 04, 2020
Launched (1y ago)
AUM in Crores
Domestic Price of Gold
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 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.
Comparison with Hybrid Funds
Multi Asset Allocation
About the AMC
Motilal Oswal Asset Management Co. Ltd
Motilal Oswal Asset Management Co. Ltd manages assets worth 23,342 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 7 hybrid funds.
₹ 11,369 Cr
₹ 1,885 Cr
₹ 1,885 Cr
₹ 11,369 Cr
₹ 11,369 Cr
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Motilal Oswal Multi Asset Fund (G) is a multi asset allocation hybrid fund and has delivered an annualised return of 3.2% over a period of 1 years ..The fund is managed by Motilal Oswal Asset Management Co. Ltd.The fund managers are Abhiroop Mukherjee, Herin Visaria, Siddharth Bothra, Swapnil Mayekar
The investment objective is to generate long term capital appreciation by investing in a diversified portfolio comprises of Equity,International Equity Index Funds/ Equity ETFs,Debt and Money Market Instruments and Gold Exchange Traded Funds. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. However, there is no assurance that the objective of the scheme will be realized.
The Motilal Oswal Multi Asset Fund (G) fund was launched on Aug 04, 2020. The NAV (Net Asset Value) of this multi asset allocation hybrid as of 2021-03-03 is ₹ 10.3137. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 211.534. The category risk of the Motilal Oswal Multi Asset Fund (G) fund is Moderate Risk. The fund charges 2.02 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 56.0% in this asset class. The top three holdings of the fund are 364 dtb 10062021,364 dtb 17062021 and 7.68% govt stock 2023
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Domestic Price of Gold
Motilal Oswal Multi Asset Fund (G) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Motilal Oswal Multi Asset Fund (G) has a score of 3 out of 5. Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.