Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹94 Cr
Lock In Period
N/A
Expense Ratio
2.04
Benchmark
CRISIL Short-Term Bond Fund Index
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.
Summary
Latest details for Motilal Oswal Multi Asset Fund Growth include a ₹12.2848 NAV as of Jul 18,2025 and returns since inception of 16.38%. Minimum investments start at SIP ₹500. The Motilal Oswal Multi Asset Fund Growth AUM is ₹94 Cr, with a lock-in of N/A years, expense ratio of 2.04%, and benchmark CRISIL Short-Term Bond Fund Index. Exit load is - 1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 1.87% returns, against a category average of 2.16% and a category best of 6.90%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.87 | 2.16 | 6.90 |
| 6M | -0.54 | 1.85 | 18.87 |
| 1Y | -9.21 | 5.98 | 27.34 |
| 3Y | 5.18 | 17.69 | 85.64 |
Portfolio Analysis
- Equity: 40.95%
- Debt: 59.04%
- Others
As on: 2025-06-30
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About Fund
Motilal Oswal Multi Asset Fund Growth managed by Motilal Oswal Mutual Fund,is a Multi Asset Allocationscheme with Assets Under Management of ₹94 Crore. The fund benchmarks its performance against the CRISIL Short-Term Bond Fund Index while maintaining an expense ratio of 2.04. Under the expert guidance of Atul Mehra ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Atul Mehra
Mr. Atul Mehra holds CFA Charterholder, Masters in commerce and Bachelor’s in commerce. Prior to which he worked with Edelweiss Capital Ltd - Research Analyst (2008-13).
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundEdelweiss Multi Asset Allocation Fund Growth | 0 | 2580.27 CR | 0.79 |
| This FundWhiteOak Capital Multi Asset Allocation Fund Growth | 0 | 6612.02 CR | 1.53 |
| This FundMotilal Oswal Multi Asset Fund Growth | 0 | 93.8 CR | 2.04 |
| This FundICICI Prudential Multi Asset Fund - Institutional Option - I Growth | 0 | 11090.5 CR | 2.17 |
| This FundNippon India Multi Asset Allocation Fund Growth | 5 | 13138.56 CR | 1.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss Multi Asset Allocation Fund Growth | 5.9831 | 0 |
| This FundWhiteOak Capital Multi Asset Allocation Fund Growth | 14.1124 | 0 |
| This FundMotilal Oswal Multi Asset Fund Growth | -9.2133 | 16.3752 |
| This FundICICI Prudential Multi Asset Fund - Institutional Option - I Growth | 20.4613 | 78.2682 |
| This FundNippon India Multi Asset Allocation Fund Growth | 20.3094 | 79.0454 |
FAQs
Motilal Oswal Multi Asset Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Motilal Oswal Multi Asset Fund Growth is 2.04. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Motilal Oswal Multi Asset Fund Growth’s fund performance is as follows:
- 1 Month : 1.87%
- 6 Months : -0.54%
- 1 Year : -9.21%
- 3 Years : 5.18%
You can invest in Motilal Oswal Multi Asset Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Motilal Oswal Multi Asset Fund Growth is ₹94 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Motilal Oswal Multi Asset Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500