Motilal Oswal Asset Allocation FoF- A- Direct Growth
Expense Ratio: 0.04
Risk: -
Other Scheme - FoF Domestic
Plan: Direct
Benchmark: -
Inception: 19-02-2021
Exit Load: Nil
Fund Size:-
Performance
1Y
Fund-0.90%
Cat. Avg.7.15%
2Y
Fund5.37%
Cat. Avg.15.34%
3Y
Fund13.06%
Cat. Avg.18.72%
5Y
Fund10.20%
Cat. Avg.12.38%
10Y
FundN/A
Cat. Avg.11.51%
SI
Fund12.46%
Cat. Avg.12.46%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
No available Data
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58200 | -3.0% | -6.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.24 L. | +3.3% | +3.3% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.99 L. | +10.4% | +6.8% |
| 5Y | 08 Nov, 21 | 3 L. | 3.92 L. | +30.7% | +10.9% |
| SI | 07 Apr, 21 | 3.35 L. | 4.54 L. | +35.5% | +11.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 99101 | -0.9% | -0.9% |
| 2Y | 16 Oct, 24 | 1 L. | 1.11 L. | +11.0% | +5.4% |
| 3Y | 16 Oct, 23 | 1 L. | 1.45 L. | +44.5% | +13.1% |
| 5Y | 18 Oct, 21 | 1 L. | 1.61 L. | +61.3% | +10.0% |
| SI | 18 Mar, 21 | 1 L. | 1.93 L. | +92.7% | +12.5% |
SIP Calculator
Visualize how small monthly investments grow over time.
₹
Years
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%
Beat inflation and compound wealth faster with an annual step-up.
%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.