Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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Multi Asset Allocation NAV 11.2453 0 26 May, 2023

Fund Details

Category Multi Asset Allocation
Fund Type Open Ended
Investment Plan Growth
Launch Date 04 August, 2020
Benchmark Nifty 50 TRI, Crisil Short Term Gilt Index, S&P 500 Index (TRI) and Domestic Price of Gold
Asset Size(Cr) 116.52 (As on 31-03-2023)
Turn over 70%
Min Investment ₹ 500
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 500
Exit Load 1% for redemption within 90 days
Expense Ratio 2.03% (As on 31-03-2023)
Fund Manager Ankush Sood, Santosh Singh, Rakesh Shetty

Investment Returns (As on 26 May, 2023)

Duration Returns Benchmark Category
1 W 1.29% 1.58% 1.32%
1 M 2.37% 4.02% 2.88%
3 M 1.63% 1.44% 2.57%
6 M 3.91% 0.35% 3.42%
1 Y 4.2% 7.25% 7.49%
2 Y 3.14% 12.49% 11.14%
3 Y - 23.79% 20.48%
5 Y - 12.46% 11.76%

Risk Mesasures (As on 26 May, 2023)

Std Dev Sharpe Beta Alpha
Fund 3.97
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option 4.2% 0% 0%

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