Motilal Oswal Multi Asset Fund Regular Plan Growth

Risk: High
₹ 13.49
NAV (Jul 26,2024)

Motilal Oswal Multi Asset Fund - Regular Plan - Growth is a mutual fund scheme that offers investors the opportunity to invest in a diverse mix of assets such as equity, debt, and gold. With an expense ratio of 2.07%, a high PE ratio of 31.77, and a PB ratio of 7.86, this fund aims to generate long-term capital appreciation. The scheme has an established date of August 4, 2020, and requires a minimum investment of INR 500.

Motilal Oswal Multi Asset Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Motilal Oswal Multi Asset Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    36.59
  • P/B Ratio
    UM_URBAN_MONEY

    8.61
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    0.34
  • Sharpe
    UM_URBAN_MONEY

    0.09
  • Sortino
    UM_URBAN_MONEY

    0.16

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.06%

Exit Load
UM_URBAN_MONEY

1.00%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 101.71 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,446.1 (4.46%)₹ 10,662.27 (6.62%)₹ 11,446.48 (14.46%)₹ 12,608.11 (26.08%)₹ -- (--)
₹ 30,000₹ 31,338.3 (4.46%)₹ 31,986.81 (6.62%)₹ 34,339.44 (14.46%)₹ 37,824.33 (26.08%)₹ -- (--)
₹ 50,000₹ 52,230.5 (4.46%)₹ 53,311.35 (6.62%)₹ 57,232.4 (14.46%)₹ 63,040.55 (26.08%)₹ -- (--)
₹ 80,000₹ 83,568.8 (4.46%)₹ 85,298.16 (6.62%)₹ 91,571.84 (14.46%)₹ 1,00,864.88 (26.08%)₹ -- (--)
₹ 1,00,000₹ 1,04,461 (4.46%)₹ 1,06,622.7 (6.62%)₹ 1,14,464.8 (14.46%)₹ 1,26,081.1 (26.08%)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI Prudential Gold ETF14.30%
  • Maharashtra SDL MD10.73%
  • Fino Payments Bank Limited5.99%
  • Religare Enterprises Limited5.88%
  • Kotak Mahindra Prime Limited4.92%
  • LIC Housing Finance Limited4.90%
  • Power Finance Corporation Limited4.88%
  • Muthoot Finance Limited4.85%
  • Samvardhana Motherson International Limited4.82%
  • HDFC Bank Limited4.74%
  • Collateralized Borrowing & Lending Obligation4.70%
  • ZF Commercial Vehicle Control Systems India Limited3.52%
  • FSN E Commerce Ventures Limited3.47%
  • Archean Chemical Industries Limited3.29%
  • Star Health And Allied Insurance Company Limited3.28%
  • Dreamfolks Services Limited2.58%
  • UltraTech Cement Limited1.94%
  • Infosys Limited1.82%
  • Tata Consultancy Services Limited1.75%
  • Larsen & Toubro Limited1.74%
  • LTIMindtree Limited1.59%
  • ICICI Bank Limited1.38%
  • Dr Reddy s Laboratories Limited1.26%
  • Net Receivables Payables0.85%
  • State Bank of India0.82%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

22.82%

Baroda BNP Paribas Multi Asset Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Asset Fund - Regular Plan - Growth

HYBRID

Very High

16.48%

DSP Multi Asset Allocation Fund - Regular Plan - GrowthDSP Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

12.33%

Sundaram Multi Asset Allocation Fund - Regular Plan - GrowthSundaram Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderately High

11.83%

Axis Multi Asset Allocation Fund - Regular Plan - GrowthAxis Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

11.83%

Shriram Multi Asset Allocation Fund - Regular Plan - GrowthShriram Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

11.52%

Tata Multi Asset Opportunities Fund - Regular Plan - GrowthTata Multi Asset Opportunities Fund - Regular Plan - Growth

HYBRID

Very High

10.87%

WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - GrowthWhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

10.77%

Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - GrowthAditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

7.81%

Edelweiss Multi Asset Allocation Fund - Regular Plan - IDCWEdelweiss Multi Asset Allocation Fund - Regular Plan - IDCW

HYBRID

Low to Moderate

3.72%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

42.30%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

37.20%

Baroda BNP Paribas Multi Asset Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Asset Fund - Regular Plan - Growth

HYBRID

Very High

30.20%

Nippon India Multi Asset Allocation Fund - Regular Plan - GrowthNippon India Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

29.54%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

26.96%

Tata Multi Asset Opportunities Fund - Regular Plan - GrowthTata Multi Asset Opportunities Fund - Regular Plan - Growth

HYBRID

Very High

22.87%

Axis Multi Asset Allocation Fund - Regular Plan - GrowthAxis Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

20.45%

Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - GrowthAditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

19.96%

WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - GrowthWhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

18.16%

Edelweiss Multi Asset Allocation Fund - Regular Plan - IDCWEdelweiss Multi Asset Allocation Fund - Regular Plan - IDCW

HYBRID

Low to Moderate

7.45%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

23.31%

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

22.83%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

17.61%

Nippon India Multi Asset Allocation Fund - Regular Plan - GrowthNippon India Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

16.52%

Tata Multi Asset Opportunities Fund - Regular Plan - GrowthTata Multi Asset Opportunities Fund - Regular Plan - Growth

HYBRID

Very High

15.82%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

15.21%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

Very High

13.87%

Axis Multi Asset Allocation Fund - Regular Plan - GrowthAxis Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

9.27%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

28.76%

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

20.94%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

Very High

15.99%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

15.13%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

14.99%

Axis Multi Asset Allocation Fund - Regular Plan - GrowthAxis Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

12.69%

Show all Funds

Fund Managers

SS

Mr. Santosh SinghFund Manager

RS

Mr. Rakesh ShettyFund Manager / Dealer

Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

SS

Mr. Sunil SawantFund Manager

Mr. Sunil has been associated with the Company since 2018 for Alternates Business as Dealer. Prior to joining to Motilal Oswal Asset Management Company he has worked with Sharekhan, Aditya Birla and Angel Broking as Equity Dealer and Advisor. He has been associated in capital market industry since 2009.

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Compare with similar Funds

Motilal Oswal Multi Asset Fund - Regular Plan - Growth

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HSBC Multi Asset Allocation Fund - Regular Plan - Growth

Motilal Oswal Multi Asset Fund - Regular Plan - Growth

vs

Axis Multi Asset Allocation Fund - Regular Plan - Growth

Motilal Oswal Multi Asset Fund - Regular Plan - Growth

vs

ICICI Prudential Multi-Asset Fund - Growth

Motilal Oswal Multi Asset Fund - Regular Plan - Growth

vs

HDFC Multi-Asset Fund - Growth

Motilal Oswal Multi Asset Fund - Regular Plan - Growth

vs

UTI Multi Asset Allocation Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Motilal Oswal Multi Asset Fund - Regular Plan - Growth?

The Motilal Oswal Multi Asset Fund - Regular Plan - Growth is a high-risk mutual fund.

What is the current NAV (Net Asset Value) of the Motilal Oswal Multi Asset Fund - Regular Plan - Growth as of Jul 26,2024?

The current NAV of the Motilal Oswal Multi Asset Fund - Regular Plan - Growth as of Jul 26,2024 is INR 13.49.

What are the returns generated by the Motilal Oswal Multi Asset Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Motilal Oswal Multi Asset Fund has delivered returns of 13.92% in the last year, 6.74% in the past three years, and an undisclosed return over five years.

What is the expense ratio associated with the Motilal Oswal Multi Asset Fund - Regular Plan - Growth?

The expense ratio of the Motilal Oswal Multi Asset Fund - Regular Plan - Growth is 2.05%.

What is the minimum investment amount required for the Motilal Oswal Multi Asset Fund - Regular Plan - Growth?

The minimum investment amount for the Motilal Oswal Multi Asset Fund - Regular Plan - Growth is INR 500.

Is there a systematic investment plan (SIP) available for the Motilal Oswal Multi Asset Fund - Regular Plan - Growth?

Yes, SIP is available for the Motilal Oswal Multi Asset Fund - Regular Plan - Growth with a minimum investment of INR 500 per month.

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