Motilal Oswal Multi Asset Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Motilal Oswal Multi Asset Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹94 Cr

Lock In Period

N/A

Expense Ratio

2.04

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.

Benchmark

CRISIL Short-Term Bond Fund Index

Motilal Oswal Multi Asset Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.87-1.504.29
6M-0.540.6318.87
1Y-9.212.8322.05
3Y5.189.3178.27

Portfolio Analysis

  • Equity: 40.95%
  • Debt: 59.04%
  • Others
As on: 2025-06-30
View allocation % by

1. Religare Enterprises Limited8.52%
2. Angel One Limited2.49%

1. ICICI Bank Limited5.22%

1. ZF Commercial Vehicle Control Systems India Limited3.95%

1. Dixon Technologies (India) Limited3.40%

1. Waaree Energies Limited3.35%

1. Coforge Limited3.08%

1. Radico Khaitan Limited2.85%

1. L&T Technology Services Limited2.34%

1. Zen Technologies Limited2.11%

1. Larsen & Toubro Limited1.96%

1. Multi Commodity Exchange of India Limited1.54%
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About Fund Motilal Oswal Multi Asset Fund Growth

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 NameRatingsAUMExpense Ratio
Canara Robeco Multi Asset Allocation Fund Growth01,370 CR2.36
Groww Multi Asset Omni FOF Growth076 CR1.27
Motilal Oswal Multi Asset Fund Growth093 CR2.04
Nippon India Multi Asset Allocation Fund Growth516,926 CR1.45
ICICI Prudential Multi Asset Fund - Institutional Option - I Growth011,090 CR2.17
Fund Name1Y3Y
This FundCanara Robeco Multi Asset Allocation Fund Growth12.36510
This FundGroww Multi Asset Omni FOF Growth00
This FundMotilal Oswal Multi Asset Fund Growth-9.213316.3752
This FundNippon India Multi Asset Allocation Fund Growth16.486770.1341
This FundICICI Prudential Multi Asset Fund - Institutional Option - I Growth20.461378.2682

Motilal Oswal Multi Asset Fund Growth 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%
Returns of Motilal Oswal Multi Asset Fund Growth are updated daily based on NAV of ₹ 12.2848 as on Jul 18,2025. Since inception, the return has been 16.38%.

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.