- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Multi Asset Fund (Growth)
Motilal Oswal Multi Asset Fund (Growth)
₹ 12.7973
NAV (Apr 24)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.7973
NAV (Apr 24)
Fund Returns
Last 1Y | 16.9% |
Last 3Y | 6.9% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 6.9% |
6 Month CAGR | 5.8% |
Scheme Information
The investment objective is 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. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Expense Ratio | 2.07 |
Launched (4y ago) | Aug 04, 2020 |
AUM in Crores | 100.611 |
ISIN | INF247L01AJ6 |
Lock-in | No Lock-in |
Benchmark | CRISIL Short Term Bond TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 4.8 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.312 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.78 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Multi Asset Fund (Growth) | 8,65,512 | 1,32,900 | 6.9% | |
| 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 pru gold etf
13.5%net receivables / (payables)
8.5%06.24 mh sdl 2026
6.8%fino payments bank ltd
5.9%religare enterprises ltd
5.2%Allocation by Sector
financial services
16.3%consumer cyclical
9.7%technology
6.3%basic materials
5%industrials
3.3%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,737 cr | ||
₹ 33,502 cr | ||
₹ 8,943 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
37.7% | 23% | ||
27.6% | 24.5% | ||
4.3% | 4.1% | ||
11.4% | 22.5% | ||
4.3% | 3.3% |
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 6.9% over a period of 3 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 4/24/2024 is ₹12.80 with the total AUM as of 4/25/2024 is ₹100.611. 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)?
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 2.07% for regular plan.