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  • Motilal Oswal Mutual Fund
  • Motilal Oswal Multi Asset Fund (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal Multi Asset Fund (Growth)

HybridMulti Asset Allocation

10.9291

NAV (Dec 02)

3.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.9291

NAV (Dec 2)

Fund Returns

Last 1Y

1.2%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

3.8%

6 Month CAGR

3.4%

Scheme Information

Investment Objective

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.

Expense Ratio

1.91

Launched (2y ago)

Aug 04, 2020

AUM in Crores

151.558

ISIN

INF247L01AJ6

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.48

Fund Managers

Rakesh Shetty

Fund Manager

Santosh Singh

Fund Manager

Ankush Sood

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-12-02

Top Stock Holdings

motilal oswal s&p 500 index dir gr

14.6%
14.6%

06.24 mh sdl 2026

12.7%
12.7%

icici pru gold etf

12.4%
12.4%

rec limited

6.5%
6.5%

collateralized borrowing & lending obligation

6.5%
6.5%
See all holdings

Allocation by Sector

financial services

11%
11%

utilities

4.8%
4.8%

technology

4.1%
4.1%

consumer cyclical

3.2%
3.2%

industrials

0.9%
0.9%
See all sectors

Compare Motilal Oswal Multi Asset Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 2,759 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 28,429 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    16.5%

    18.9%

    25.5%

    20.8%

    14.9%

    14.1%

    14.3%

    13.5%

    24.5%

    18.7%

    Motilal Oswal Multi Asset Fund (G) Review

    Motilal Oswal Multi Asset Fund (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 3.8% over a period of 2 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Ankush Sood, Rakesh Shetty, Santosh Singh.

    Nav of Motilal Oswal Multi Asset Fund (G) as of 12/2/2022 is ₹10.93 with the total AUM as of 12/3/2022 is ₹151.558. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Multi Asset Fund (G) was launched on Aug 04, 2020. The category risk of the fund is High Risk.

    The minimum SIP amount for Motilal Oswal Multi Asset Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Motilal Oswal Multi Asset Fund (G)?

    Motilal Oswal Multi Asset Fund (G) is a Multi Asset Allocation Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Motilal Oswal Multi Asset Fund (G)?

    You can invest in Motilal Oswal Multi Asset Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Motilal Oswal Multi Asset Fund (G)?

    The minimum sip amount for Motilal Oswal Multi Asset Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Motilal Oswal Multi Asset Fund (G) good to invest in?

    As per Scripbox experts, Motilal Oswal Multi Asset Fund (G) is a Not Reviewed Yet fund. You can investMotilal Oswal Multi Asset Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Motilal Oswal Multi Asset Fund (G)?

    The expense ratio of the Motilal Oswal Multi Asset Fund (G) is 1.91% for regular plan.