3 Year return
8.72%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderately High Risk
Asset Under Management
₹112.11 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.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Motilal Oswal Mutual Fund Managers
SB
Siddharth Bothra
Fund Manager since Nov 2016
Fund House Details
Motilal Oswal Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Multi Asset Fund |
23.89% |
4 |
ICICI Prudential Multi Asset Fund |
20.48% |
5 |
HDFC Multi Asset Fund |
14.3% |
4.5 |
Schemes by Motilal Oswal Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Payout/Payout Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Reinvestment/Reinvestment Reinvestment
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Payout/Payout Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Reinvestment/Reinvestment Reinvestment
Other . FoFs Domestic
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth
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 | ₹112.11 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 |
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
FAQs
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How do I invest in Motilal Oswal Multi Asset Fund?
- Make sure you are logged in to Angel One.
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- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Motilal Oswal Multi Asset Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
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How do I automate an SIP in Motilal Oswal Multi Asset Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Motilal Oswal Multi Asset Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.