Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Fund House: Motilal Oswal Mutual Fund| Category: Hybrid: Multi Asset Allocation |
| Launch Date: 01-08-2020 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index |
| TER: 2.05% As on (31-07-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 105.01 Cr As on 31-07-2024(Source:AMFI) |
| Turn over: 16% | Exit Load: 1% - If redeemed on or before 15 days from the date of allotment for Subscription received Wef 01-Dec-2023 Nil - If redeemed after 15 days from the date of allotment 1%- If redeemed on or before 3 months from the date of allotment for Subscription received till 30-Nov-2023 Nil- If redeemed after 3 months from the date of allotment |
14.2408
-0.17 (-1.1593%)
8.86%
Benchmark: 13.67%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
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 capital appreciation by investing in a diversified portfolio comprises of Equity, International Equity Index Funds/ Equity ETFs, Debt and Money Market Instruments and Gold Exchange Traded Funds.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 5.35 |
| Sharpe Ratio | 0.34 |
| Alpha | -0.23 |
| Beta | 0.34 |
| Yield to Maturity | 8.08 |
| Average Maturity | 0.23 |
PEER COMPARISON
Scheme Characteristics
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
22.52%
Others
45.04%
Large Cap
20.37%
Mid Cap
12.11%
