Motilal Oswal Asset Allocation FOF- C- Regular Growth
Fund House: Motilal Oswal Mutual Fund| Category: Fund of Funds-Domestic-Hybrid |
| Launch Date: 12-03-2021 |
| Asset Class: Mixed Asset |
| Benchmark: S&P 500 TRI,Domestic Price of Gold,NIFTY 500 TRI,Nifty 5yr Benchmark G-Sec TRI |
| TER: 0.54% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 43.03 Cr As on (31-03-2024) |
| Turn over: - | Exit Load: Exit load of 1% if redeemed within 15 Days. |
13.7108
0.02 (0.1138%)
10.98%
Benchmark: 8.69%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long term growth/capital appreciation by offering asset allocation investment solution that predominantly invests in passive funds such as ETF/Index Funds of equity and equity related instruments (domestic as well as international), fixed income and Gold The scheme seeks to generate long term growth/capital appreciation by offering asset allocation investment solution that predominantly invests in passive funds such as ETF/Index Funds of equity and equity related instruments (domestic as well as international), fixed income and Gold
Current Asset Allocation (%)
Indicators
| Standard Deviation | 5.89 |
| Sharpe Ratio | 0.9 |
| Alpha | 1.01 |
| Beta | 0.45 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in the underlying fund - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
