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Motilal Oswal Asset Allocation FOF vs Motilal Oswal Asset Allocation FOF compare

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tortoise-icon Motilal Oswal Asset Allocation FOF- A- Regular Growth

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tortoise-icon Motilal Oswal Asset Allocation FOF- C- Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth
Fund Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹117 Cr ₹74 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 12 Mar 2021 12 Mar 2021
Category Domestic FoF Domestic FoF
Fund Type Open Ended Open Ended
Benchmark 500 TRI,Domestic Price of Gold,NIFTY 500 TRI,Nifty 5yr Benchmark G-Sec TRI BSE India Bond Index
Turn Over 36% 36%
Expense Ratio 0.52 0.49
Manager Rouhak Shah Rouhak Shah
ISIN Code INF247L01AM0 INF247L01AO6
Exits Load Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth
1 Month 1.26% 1.27%
6 Month 8.95% 7.32%
1 Year 14.22% 13.78%
3 Year 17.28% 14.16%
5 Year - -

SIP Return Analysis

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth
6 Month 3.74% 3.42%
1 Year 19.11% 16.1%
3 Year 17.4% 14.66%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth
1 Year 12.08% 10.76%
3 Year 13.96% 10.56%
5 Year - -

Risk Management

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth
Standard Deviation 7.22% 4.50%
Sharp 1.33% 1.51%
Beta - -
Alpha - -

Fund Managers

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth
Name Rouhak Shah Rouhak Shah
Total AUM ₹105 Cr ₹105 Cr
Funds Managed 2 2
Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth

Market Cap

Scheme Name

Motilal Oswal Asset Allocation FOF- A- Regular Growth

Motilal Oswal Asset Allocation FOF- C- Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Motilal Oswal Asset Allocation FOF- A- Regular Growth

Motilal Oswal Asset Allocation FOF- C- Regular Growth

Others 100 100

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