Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.09 | — | 2.80 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.51 | — | 2.35 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
Nifty 5 yr Benchmark G-Sec Index TRI |
FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Motilal Oswal Asset Allocation Passive FoF-Aggressive | 31.35% | 14.21% | 15.97% |
ICICI Pru Bharat 22 FOF | 56.36% | 35.99% | 21.69% |
Mirae Asset Equity Allocator FoF | 37.44% | 16.20% | 25.84% |
Nippon India Nifty Next 50 Junior BeES FoF | 69.58% | 21.22% | 20.35% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Others
Holdings
50.75 %
Holdings
22.25 %
Holdings
17.80 %
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
36
Total AUM
₹ 69,046.48 Cr.
Rouhak Shah
AUM: ₹110.87 Cr.
|
Exp: 13yrs
Rakesh Shetty
AUM: ₹57,318.16 Cr.
|
Exp: 13yrs
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Fund has been able to generate better returns compared to other funds in the same category