3 Year return

Launched on July 2020 (4 years)

Investment Details


Minimum SIP Amount


Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund


Your Investment ₹3,00,000
  • Total Value


Your Investment
  • Total Value

Risk Involved


Your principal will be at

Moderately High Risk

Scheme Information

Asset Under Management

₹101.71 Cr.

Expense Ratio

0.91% (inclusive of GST)

Exit Load

1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment.


ARQ Rating

Ratings by other agencies


Tax Implications

Tax on gains as per your income tax bracket

Fund Holdings


Motilal Oswal Mutual Fund Managers


Siddharth Bothra

Fund Manager since Nov 2016

View Details

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund Asset management company

AUM ₹58,641.29 Cr.
No. of Schemes 65
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

About Motilal Oswal Multi Asset Fund Direct Plan Growth

Motilal Oswal Multi Asset Fund, managed by Motilal Oswal Mutual Fund, falls within the multi asset allocation category, offering a diversified investment approach. This direct growth plan is designed to provide investors with exposure to different asset classes, aiming for balanced growth and risk management. The fund allocates its investments across equity, debt, and other asset classes, offering a comprehensive investment strategy.

Investment Objective of the Scheme

The scheme's primary objective is to offer investors a balanced investment approach that aims for capital appreciation while managing risks. Motilal Oswal Multi Asset Fund Direct Plan Growth achieves this by allocating its investments strategically across equity, debt, and other asset classes based on market conditions and opportunities. The fund's focus is on achieving a blend of growth and stability.

Key Features of The Fund

5-year return NA
Expense Ratio 0.91%
Fund Manager Siddharth Bothra
Fund Size ₹101.71 Cr
Risk Profile Moderately High

Is This Scheme Right for Me?

If you are looking for a diversified investment approach that balances growth potential with risk management, Motilal Oswal Multi Asset Fund Direct Plan Growth could be a suitable choice. This fund caters to individuals seeking exposure to multiple asset classes within a single investment, which can help achieve a balanced portfolio. However, it's important to note that the performance of different asset classes can vary, affecting overall returns. Assess your investment goals, risk tolerance, and time horizon before considering this fund. Seeking guidance from financial experts can provide personalised insights for well-informed decisions.

AMC Contact Details

Name Motilal Oswal Mutual Fund
Launch Date November 2008
Addresss 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025
Contact 91-2240548002 8108622222
Email amc@motilaloswal.com
Website https://www.motilaloswalmf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Planning Tool at You Fingertips Now – SIP Calculator

Estimating and comparing your returns from different mutual funds can happen within under a minute with just 3 steps: Step 1: Open Angel One's free SIP calculator. Step 2: Enter your SIP Amount, investment horizon, and expected rate of return. Step 3: Compare!


What is today's NAV of Motilal Oswal Multi Asset Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Motilal Oswal Multi Asset Fund Jul 19 2024 is 14.1252

What is the AUM of Motilal Oswal Multi Asset Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Motilal Oswal Multi Asset Fund is 101.71 crore.

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

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Motilal Oswal Multi Asset Fund is 0.91%

What are the returns of Motilal Oswal Multi Asset Fund since inception?

The Motilal Oswal Multi Asset Fund was launched on Jul 15 2020. The fund has delivered a CAGR of 9.12 since inception.

What is the minimum SIP amount to invest in Motilal Oswal Multi Asset Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Motilal Oswal Multi Asset Fund is 500.

How do I invest in Motilal Oswal Multi Asset Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Motilal Oswal Multi Asset Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Motilal Oswal Multi Asset Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Motilal Oswal Multi Asset Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.