Motilal Oswal Multi Asset Fund

Hybrid | Multi Asset Allocation Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹500 0.83 % 0★ ₹151 2 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹500 0.83 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹151 Cr 2 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 2.6% - - 5.3%
Category Average 9.0% 16.9% 15.2% -

Scheme Allocation

Holding
Sector
Asset
Motilal Oswal S&P 500 Index Fund - Direct (G)
14.56%
Maharashtra 2026
12.67%
ICICI Pru Gold ETF
12.45%
Reverse Repo
6.51%
REC Ltd
6.49%
Others
47.32%
Debt
45.05%
Others
27.01%
Finance
5.42%
Banks
3.2%
Auto Components
2.64%
Others
16.69%
Mutual Funds Units
27.01%
Corporate Debentures
25.87%
Equity
20.99%
Govt Securities / Sovereign
12.67%
Reverse Repos
6.51%
Others
6.95%

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Multi Asset Fund

Fund Manager
Santosh Singh

Exit Load

Exit Load 1% - If redeemed on or before 3 months from the date of allotment. Nil - If redeemed after 3 months from the date of allotment.

Advance Ratio

-0.01 0.33 0.18 -0.04
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
33,159 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com

Frequently Asked Questions

You can invest in Motilal Oswal Multi Asset Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Motilal Oswal Multi Asset Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Motilal Oswal Multi Asset Fund has delivered 5.3% since inception
The NAV of Motilal Oswal Multi Asset Fund is ₹11.2 as of 02 December 2022.
The expense ratio of Motilal Oswal Multi Asset Fund is 0.83 % as of 02 December 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now