Other Funds in the same category are generating better returns
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 |
---|---|---|
0.91 | 8.08 | 1.48 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.19 | 7.30 | 2.65 |
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 | 15.00% | 10.95% | 10.24% |
ICICI Pru Multi-Asset Fund | 30.23% | 22.45% | 17.60% |
Kotak Multi Asset Allocation Fund | — | — | — |
SBI Multi Asset Allocation Fund | 25.71% | 16.01% | 12.76% |
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
Equity
Debt
Others
Holdings
9.74 %
Holdings
8.11 %
Holdings
7.86 %
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
35
Total AUM
₹ 67,972.10 Cr.
Santosh Singh
AUM: ₹7,504.30 Cr.
|
Exp: —
Rakesh Shetty
AUM: ₹55,133.22 Cr.
|
Exp: 13yrs
Sunil Sawant
AUM: ₹3,577.27 Cr.
|
Exp: 10yrs
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
Motilal Oswal Multi Asset Fund Review
4 years ago•freefincal - Prudent DIY Investing
Diversification Strategy for all Weather Investing - Aashish P Sommaiyaa | Investing for Beginners
4 years ago•Groww Mutual fund
NFO Alert : Motilal Oswal Multi Asset Fund - Pratik Oswal | Motilal Oswal Mutual Fund
4 years ago•Groww Mutual fund
Motilal Oswal Multi Asset Fund NFO|Multi Asset Fund NFO REVIEW| Motilal Oswal New Fund Offer|SBI,UTI
4 years ago•Invest Empires
Returns
Other Funds in the same category are generating better returns