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  • Motilal Oswal Mutual Fund
  • Motilal Oswal Multi Asset Fund Regular Growth
Motilal Oswal Mutual Fund

Motilal Oswal Multi Asset Fund Regular Plan Growth

HybridMulti Asset Allocation

14.1247

NAV (Oct 15)

8.558%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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

14.1247

NAV (Oct 15)

Fund Returns

Last 1Y
15.5%
Last 3Y
9.3%
Last 5Y
NA
Last 10Y
NA
Since Inception
8.6%
6 Month CAGR
9.9%

Scheme Information

Investment Objective

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
112.1
ISIN
INF247L01AJ6
Lock-in
-
Benchmark
NA
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
5.4
Beta
0.3
Sharpe Ratio
0.5
YTM
-
Fund Managers

Ankush Sood

Fund Manager

Rakesh Shetty

Fund Manager

Santosh Singh

Fund Manager

Sunil Sawant

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Multi Asset Fund (G)70%9,19,965 1,87,3539.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-08-14

Top Stock Holdings

ICICI Prudential Gold Exchange Traded Fund-IDCW

13.4%
13.363%

Religare Enterprises Ltd.

8.4%
8.421%

Fino Payments Bank Ltd.

6.3%
6.329%

ZF Commercial Vehicle Control Systems India Ltd.

5%
4.976%

Samvardhana Motherson International Ltd.

4.8%
4.82%
See all holdings

Allocation by Sector

Financial

16.9%
16.920532%

Automobile

9.8%
9.795865%

Services

7.8%
7.774843%

Insurance

6.2%
6.170879%

Technology

5.6%
5.615451%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
icici-prudential
ICICI Prudential Multi Asset Fund (G)

₹ 50,495 cr

₹ 3,342 cr

₹ 5,410 cr

₹ 12,689 cr

₹ 24,796 cr

amc-img

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund is a 100% wholly-owned subsidiary of Motilal Oswal Securities Limited. Motilal Oswal Mutual Fund's investment manager is Motilal Oswal Asset Management Company. Motilal Oswal AMC was incorporated in 2008 under the Companies Act, 1956. amc-img
phone-img022-39804238 / 1800-200-6626
Fund NameScripbox Opinion
Till Date CAGR

14%

23.5%

26.7%

28.3%

4.9%

4.2%

35%

25.2%

26.1%

19.3%

Motilal Oswal Multi Asset Fund Regular Plan Growth Review

Motilal Oswal Multi Asset Fund Regular Plan Growth is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 8.558% over a period of 4 years. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Ankush Sood, Rakesh Shetty, Santosh Singh, Sunil Sawant.

Nav of Motilal Oswal Multi Asset Fund as of 10/15/2024 is ₹14.12 with the total AUM as of 10/16/2024 is ₹112.1126. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Multi Asset Fund was launched on 2020-08-04. The category risk of the fund is Average.

The minimum SIP amount for Motilal Oswal Multi Asset Fund Regular Plan Growth 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?

It is a Multi Asset Allocation Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal Multi Asset Fund?

You can invest in Motilal Oswal Multi Asset Fund Regular Plan 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?

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

Is Motilal Oswal Multi Asset Fund Regular Plan good to invest in?

As per Scripbox experts, it is a fund. You can invest in it 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 Regular Plan Growth?

The expense ratio of the Motilal Oswal Multi Asset Fund Regular Growth is 2.05% for regular plan.

What is the NAV of Motilal Oswal Multi Asset Fund?

Today's Motilal Oswal Multi Asset Fund Regular Growth NAV is ₹14.12.