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Mutual Funds

Motilal Oswal Multi Asset Fund

Mo

Motilal Oswal Multi Asset Fund

Multi Asset AllocationRank #41
1/5

NAV (2025-07-18)

12.28

AUM

₹93.8 Cr

Exp. Ratio: 2.05%

RISK LEVEL

High

Returns & Performance

1 Year-9.21%18.17% vs cat avgRank #38
3 Year5.18%8.26% vs cat avgRank #22
5 Year----
Since Launch4.24%--

Fund vs Category Average

1Y
-9.21%-18.17%
3Y
5.18%-8.26%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
Higher expense ratio (2.05%)
1Y category rank outside top 15 (#38)
Overall rank #41 in category
ISININF247L01AJ6
NAV₹12.28
NAV Date2025-07-18
AUM₹93.8 Cr
Expense Ratio2.05%
RiskHigh
Rating1 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-12-29

INVESTMENT OBJECTIVE

The scheme seeks to generate long term capital appreciation by investing in Equity including Index Funds/Equity ETFs, Gold ETFs and Silver ETFs, International Equity ETF and Stocks, Debt & Money Market Instruments.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsNA

Atul Mehra

Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA

Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd

Top Holdings

Holdings data not available for this scheme