- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Multi Asset Fund (G)
Motilal Oswal Multi Asset Fund (G)
₹ 14.2408
NAV (Sep 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.2408
NAV (Sep 6)
Fund Returns
Last 1Y | 15.4% |
Last 3Y | 9.7% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 9% |
6 Month CAGR | 12.8% |
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 | 2.05 |
Launched (0y ago) | 2.05 |
AUM in Crores | 105 |
ISIN | INF247L01AJ6 |
Lock-in | |
Benchmark | |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 5.4 |
Beta | 0.3 |
Sharpe Ratio | 0.5 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Multi Asset Fund (G) | 9,28,730 | 1,96,118 | 9.7% | |
| 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
13.4%Religare Enterprises Ltd.
8.4%Fino Payments Bank Ltd.
6.3%ZF Commercial Vehicle Control Systems India Ltd.
5%Samvardhana Motherson International Ltd.
4.8%Allocation by Sector
Financial
16.920532%Automobile
9.795865%Services
7.774843%Insurance
6.170879%Technology
5.615451%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,488 cr | ||
₹ 3,347 cr | ||
₹ 5,044 cr | ||
₹ 12,117 cr | ||
₹ 24,596 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
10.359% | 22.475% | ||
24.349% | 27.022% | ||
4.749% | 4.204% | ||
36.809% | 24.758% | ||
23.994% | 18.725% |
Motilal Oswal Multi Asset Fund (G) Review
Motilal Oswal Multi Asset Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 9.021% over a period of 4 years. The fund is managed by Motilal Oswal Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object].
Nav of Motilal Oswal Multi Asset Fund (G) as of 9/6/2024 is ₹14.24 with the total AUM as of 9/7/2024 is ₹105.0073. 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 2020-08-04. The category risk of the fund is Average.
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)?
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 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 2.05% for regular plan.