Motilal Oswal Multi Asset Fund – Direct Growth

₹ 500
Min SIP
₹ 500
Min Lumpsum
0.93 %
Expense Ratio
Rating
113
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 13% 7.8% - 8%
Category Average 9.1% 20.5% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
2.99%
Others
78.62%
View all Holdings
Holdings Sector Instrument Asset
Fino Payments Banks Equity 6.32%
Religare Enterp. Finance Equity 5.74%
Star Health Insu Insurance Equity 3.47%
eMudhra IT - Software Equity 2.99%
ZF Commercial Auto Ancillaries Equity 2.86%
Samvardh. Mothe. Auto Ancillaries Equity 2.67%
MTAR Technologie Engineering Equity 2.34%
Archean Chemical Chemicals Equity 2.3%
ICICI Bank Banks Equity 1.92%
Dr Reddy's Labs Pharmaceuticals Equity 1.5%
Infosys IT - Software Equity 1.41%
TCS IT - Software Equity 1.38%
St Bk of India Banks Equity 1.36%
LTIMindtree IT - Software Equity 1.3%
UltraTech Cem. Cement Equity 1.25%
Larsen & Toubro Infrastructure Developers & Operators Equity 1.18%
Maruti Suzuki Automobile Equity 0.82%
Debt
42.07%
Others
14.96%
Banks
9.59%
Finance
5.74%
Auto Components
5.53%
Others
22.1%
View all Sectors
Sectors Asset
Debt 42.07%
Others 14.96%
Banks 9.59%
Finance 5.74%
Auto Components 5.53%
IT-Software 4.09%
Insurance 3.47%
IT-Services 2.99%
Aerospace & Defense 2.34%
Chemicals & Petrochemical 2.3%
Cash & Others 2.17%
Pharmaceuticals & Biotech 1.5%
Cement & Cement Products 1.25%
Construction 1.18%
Automobiles 0.82%
Equity
40.8%
Corporate Debentures
30.74%
Mutual Funds Units
14.96%
Govt Securities / Sovereign
11.15%
Net Curr Ass/Net Receivables
2.17%
Others
0.18%
View all Assets
Assets Asset
Equity 40.8%
Corporate Debentures 30.74%
Mutual Funds Units 14.96%
Govt Securities / Sovereign 11.15%
Net Curr Ass/Net Receivables 2.17%
T-Bills 0.18%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load 1% - If redeemed on or before 3 months from the date of allotment. Nil - If redeemed after 3 months from the date of allotment.

Fund Objective

The investment objective is 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. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Managers

Santosh Singh

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
35,484 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com

More Funds from Motilal Oswal Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in Motilal Oswal Multi Asset Fund – Direct Growth ?

You can invest in Motilal Oswal Multi Asset Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Motilal Oswal Multi Asset Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Motilal Oswal Multi Asset Fund – Direct Growth ?

The NAV of Motilal Oswal Multi Asset Fund – Direct Growth is ₹12.6 as of 18 August 2023.

How to redeem Motilal Oswal Multi Asset Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Motilal Oswal Multi Asset Fund – Direct Growth?

The minimum SIP amount of Motilal Oswal Multi Asset Fund – Direct Growth is ₹500

What are the top sectors Motilal Oswal Multi Asset Fund – Direct Growth has invested in?

The top sectors Motilal Oswal Multi Asset Fund – Direct Growth has invested in are
  1. Debt - 42.07%
  2. Others - 14.96%
  3. Banks - 9.59%
  4. Finance - 5.74%
  5. Auto Components - 5.53%

Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal Multi Asset Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Motilal Oswal Multi Asset Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Motilal Oswal Multi Asset Fund – Direct Growth generated ?

The Motilal Oswal Multi Asset Fund – Direct Growth has delivered 8% since inception

What is the expense ratio of Motilal Oswal Multi Asset Fund – Direct Growth ?

The expense ratio of Motilal Oswal Multi Asset Fund – Direct Growth is 0.93 % as of 18 August 2023.

What is the AUM of Motilal Oswal Multi Asset Fund – Direct Growth?

The AUM of Motilal Oswal Multi Asset Fund – Direct Growth is ₹35,484 Cr as of 18 August 2023

What are the top stock holdings of Motilal Oswal Multi Asset Fund – Direct Growth?

The top stock holdings of Motilal Oswal Multi Asset Fund – Direct Growth are
  1. Fino Payments - 6.32%
  2. Religare Enterp. - 5.74%
  3. Star Health Insu - 3.47%
  4. eMudhra - 2.99%
  5. ZF Commercial - 2.86%

How can I redeem my investments in Motilal Oswal Multi Asset Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal Multi Asset Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now
Start Investing Now!

Open Free Demat Account in 5 mins

Please enter mobile number