Motilal Oswal Multi Asset Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 16.24 | 7.02 | N/A | N/A |
Average Rolling Returns(%) | 6.69 | 6.81 | N/A | N/A |
The Current NAV of Motilal Oswal Multi Asset Fund - Growth - Direct Plan is ₹13.45.
It is better to invest in a fund with a longer track record as Motilal Oswal Multi Asset Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Motilal Oswal Multi Asset Fund - Growth - Direct Plan fund’s expense ratio is 0.95%
The process for redemption is
The AUM of Motilal Oswal Multi Asset Fund - Growth - Direct Plan is currently ₹102 Crores.
The Top three stocks are Fino Payments Bank, Religare Enterprises and FSN E-Commerce and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 34% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal Multi Asset Fund - Growth - Direct Plan fund are Others, BFSI and Miscellaneous accounting for 75% of the total portfolio.
Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Motilal Oswal Multi Asset Fund - Growth - Direct Plan Fund is Hybrid - Multi Asset Allocation.
Santosh Singh and Rakesh Shetty manage the Motilal Oswal Multi Asset Fund - Growth - Direct Plan Fund.
Motilal Oswal Multi Asset Fund - Growth - Direct Plan current PE ratio is 33.95 and PB ratio is 8.71
The asset allocation of Motilal Oswal Multi Asset Fund - Growth - Direct Plan is Stocks : 42.29%, Debt : 43.46% and Gold : 14.29%
The minimum SIP amount for Motilal Oswal Multi Asset Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal Multi Asset Fund - Growth - Direct Plan is 1% on or before 15 days, Nil after 15 days