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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.91 | 38.44 | 0.87 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.19 | 44.59 | 1.91 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Motilal Oswal Multi Asset Fund | 10.25% | 7.63% | 7.93% |
ICICI Pru Multi-Asset Fund | 27.80% | 19.10% | 17.17% |
Kotak Multi Asset Allocation Fund | 27.42% | — | 24.61% |
SBI Multi Asset Allocation Fund | 23.75% | 14.43% | 12.41% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
9.28 %
Holdings
8.77 %
Holdings
7.99 %
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
37
Total AUM
₹ 76,639.54 Cr.
Santosh Singh
AUM: ₹37,765.34 Cr.
|
Exp: —
Ajay Khandelwal
AUM: ₹54,102.81 Cr.
|
Exp: 10yrs
Atul Mehra
AUM: ₹31,059.29 Cr.
|
Exp: 15yrs
Rakesh Shetty
AUM: ₹63,851.86 Cr.
|
Exp: 13yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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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%