Motilal Oswal Multi Asset Fund

500
Min SIP
500
Min Lumpsum
0.92 %
Expense Ratio
Rating
114
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 02 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 7.7% - - 5.7%
Category Average 13.5% 24.3% 13.7% -

Scheme Allocation

By Holding
By Sector
By Asset
Religare Enterp.
5.19%
Star Health Insu
3.17%
MTAR Technologie
3.15%
Fino Payments
2.99%
Archean Chemical
2.4%
Others
83.1%
Debt
42.55%
Others
14.9%
Banks
5.97%
Finance
5.19%
Auto Components
4.18%
Others
27.21%
Equity
34.26%
Corporate Debentures
30.16%
Mutual Funds Units
14.9%
Govt Securities / Sovereign
10.99%
InvITs
3.77%
Others
5.92%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

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.

Fund 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.

Fund Managers

Santosh Singh

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
33,029 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

How to invest in Motilal Oswal Multi Asset Fund ?

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"

What is the NAV of Motilal Oswal Multi Asset Fund ?

The NAV of Motilal Oswal Multi Asset Fund is ₹11.7 as of 02 June 2023.

How to redeem Motilal Oswal Multi Asset Fund holding ?

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”.

What is the minimum sip amount of Motilal Oswal Multi Asset Fund?

The minimum SIP amount of Motilal Oswal Multi Asset Fund is ₹500

What are the top sectors Motilal Oswal Multi Asset Fund has invested in??

The top sectors Motilal Oswal Multi Asset Fund has invested in are
  1. Religare Enterp. - 5.19%
  2. Star Health Insu - 3.17%
  3. MTAR Technologie - 3.15%
  4. Fino Payments - 2.99%
  5. Archean Chemical - 2.4%

How much returns have Motilal Oswal Multi Asset Fund generated ?

The Motilal Oswal Multi Asset Fund has delivered 5.7% since inception

What is the expense ratio of Motilal Oswal Multi Asset Fund ?

The expense ratio of Motilal Oswal Multi Asset Fund is 0.92 % as of 02 June 2023.

What is the AUM of Motilal Oswal Multi Asset Fund?

The AUM of Motilal Oswal Multi Asset Fund is ₹33,029 Cr as of 02 June 2023

What are the top stock holdings of Motilal Oswal Multi Asset Fund?

The top stock holdings of Motilal Oswal Multi Asset Fund are
  1. Religare Enterp. - 5.19%
  2. Star Health Insu - 3.17%
  3. MTAR Technologie - 3.15%
  4. Fino Payments - 2.99%
  5. Archean Chemical - 2.4%
Invest Now