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Motilal Oswal Multi Asset Fund

Growth
13.640.24% (+0.03)

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Motilal Oswal Multi Asset Fund

Growth
HybridMulti Asset Allocation Fund
Small-size FundAssets Under Mgmt: ₹ 101 Cr
Very High RiskPrinciple investment will be at very high risk
13.640.24% (+0.03)

Price Chart

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Returns
0.00%
1M
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1Y
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
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HybridMulti Asset Allocation Fund
Small-size FundAssets Under Mgmt: ₹ 101 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.8935.410.27
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.1842.780.85

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY 500 - TRI

About Multi Asset Allocation Fund

Multi asset allocation funds invest in multi assets comprising of debt, equity and gold. The fund have minimum of 10% allocation in each asset class.

Peers & Comparison

Comparing 3 mutual funds from 
HybridMulti Asset Allocation Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal Multi Asset Fund6.26%7.24%7.32%
ICICI Pru Multi-Asset Fund18.77%20.65%16.89%
Kotak Multi Asset Allocation Fund19.74%—23.10%
SBI Multi Asset Allocation Fund15.35%15.42%12.32%

Price Comparison

Compare Motilal Oswal Multi Asset Fund with any MF, ETF, stock or index
Compare Motilal Oswal Multi Asset Fund with any MF, ETF, stock or index
Motilal Oswal Multi Asset Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsMutual FundsCorporate DebtEquity2.05%12.57%14.81%70.57%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+8 moreInsuranceInvestment Banking & BrokerageSpecialized FinanceAuto PartsOthers37.95 %9.33 %9.65 %9.86 %12.66 %20.54 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2420.72%19.74%23.37%22.43%19.08%20.54%
Others as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Religare Enterprises Ltd
    RELIGARE
    3M change : -0.08 %

    Holdings

    9.65 %

    -0.08 %
  • Fsn E-Commerce Ventures Ltd
    NYKAA
    3M change : 2.86 %

    Holdings

    8.51 %

    2.86 %
  • Fino Payments Bank Ltd
    FINOPB
    3M change : -0.26 %

    Holdings

    7.61 %

    -0.26 %

AMC Profile

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

  • No.of Schemes

    42

  • Total AUM

    ₹ 83,626.22 Cr.

Fund Manager Profile

Santosh Singh

AUM:  ₹41,799.94 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Ajay Khandelwal

AUM:  ₹59,486.51 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Atul Mehra

AUM:  ₹33,952.81 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Rakesh Shetty

AUM:  ₹69,423.35 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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