Motilal Oswal Multi Asset Fund Regular Plan Growth

Risk: Very High
₹ 14.24
NAV (Sep 6,2024)

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

    41.54
  • P/B Ratio
    UM_URBAN_MONEY

    8.84
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.36
  • Sharpe
    UM_URBAN_MONEY

    0.10
  • Sortino
    UM_URBAN_MONEY

    0.17

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.05%

Exit Load
UM_URBAN_MONEY

1.00%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 110.20 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 08, 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₹ 11,377.72 (13.78%)₹ 11,376.19 (13.76%)₹ 11,661.01 (16.61%)₹ 13,371.23 (33.71%)₹ -- (--)
₹ 30,000₹ 34,133.16 (13.78%)₹ 34,128.57 (13.76%)₹ 34,983.03 (16.61%)₹ 40,113.69 (33.71%)₹ -- (--)
₹ 50,000₹ 56,888.6 (13.78%)₹ 56,880.95 (13.76%)₹ 58,305.05 (16.61%)₹ 66,856.15 (33.71%)₹ -- (--)
₹ 80,000₹ 91,021.76 (13.78%)₹ 91,009.52 (13.76%)₹ 93,288.08 (16.61%)₹ 1,06,969.84 (33.71%)₹ -- (--)
₹ 1,00,000₹ 1,13,777.2 (13.78%)₹ 1,13,761.9 (13.76%)₹ 1,16,610.1 (16.61%)₹ 1,33,712.3 (33.71%)₹ -- (--)

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 ETF10.87%
  • Religare Enterprises Limited9.74%
  • Samvardhana Motherson International Limited8.11%
  • Fino Payments Bank Limited7.86%
  • ZF Commercial Vehicle Control Systems India Limited6.07%
  • FSN E Commerce Ventures Limited5.65%
  • Kotak Mahindra Prime Limited4.54%
  • LIC Housing Finance Limited4.53%
  • Muthoot Finance Limited4.50%
  • HDFC Bank Limited4.40%
  • L&T Technology Services Limited3.89%
  • Star Health And Allied Insurance Company Limited3.40%
  • Archean Chemical Industries Limited3.37%
  • Net Receivables Payables2.89%
  • Barbeque Nation Hospitality Limited2.74%
  • HDFC Life Insurance Company Limited2.68%
  • Dreamfolks Services Limited2.39%
  • Infosys Limited2.08%
  • Tata Consultancy Services Limited1.88%
  • UltraTech Cement Limited1.74%
  • Larsen & Toubro Limited1.68%
  • LTIMindtree Limited1.68%
  • ICICI Bank Limited1.31%
  • Dr Reddy s Laboratories Limited1.28%
  • State Bank of India0.73%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

HSBC Multi Asset Allocation Fund - Regular Plan - GrowthHSBC Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

16.24%

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

HYBRID

High

15.01%

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

HYBRID

Very High

13.80%

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

HYBRID

Very High

13.08%

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

HYBRID

Very High

12.89%

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

HYBRID

Very High

11.83%

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

HYBRID

Very High

11.77%

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

HYBRID

High

10.83%

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

10.75%

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%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

42.03%

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

HYBRID

Very High

32.16%

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

HYBRID

Very High

30.85%

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

HYBRID

Very High

30.09%

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

HYBRID

Very High

24.93%

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

HYBRID

High

24.16%

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

HYBRID

Very High

22.87%

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

HYBRID

High

20.59%

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%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

23.32%

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

HYBRID

Very High

22.23%

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

HYBRID

High

19.18%

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

HYBRID

Very High

16.15%

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

15.07%

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

HYBRID

High

13.14%

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

28.49%

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

HYBRID

Very High

22.39%

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

HYBRID

High

17.02%

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

HYBRID

High

16.85%

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

HYBRID

Very High

15.21%

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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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 Sep 6,2024?

The current NAV of the Motilal Oswal Multi Asset Fund - Regular Plan - Growth as of Sep 6,2024 is INR 14.24.

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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