Motilal Oswal Asset Allocation FoF- A- Regular Growth
Expense Ratio: 0.48
Risk: -
Other Scheme - FoF Domestic
Plan: Regular
Benchmark: -
Inception: 19-02-2021
Exit Load: Nil
Fund Size:-
Performance
1Y
Fund-1.37%
Cat. Avg.6.57%
2Y
Fund4.87%
Cat. Avg.15.12%
3Y
Fund12.52%
Cat. Avg.18.42%
5Y
Fund9.63%
Cat. Avg.12.05%
10Y
FundN/A
Cat. Avg.10.99%
SI
Fund11.88%
Cat. Avg.11.44%
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.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58053 | -3.2% | -6.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.23 L. | +2.8% | +2.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.97 L. | +9.6% | +6.3% |
| 5Y | 08 Nov, 21 | 3 L. | 3.87 L. | +28.9% | +10.3% |
| SI | 07 Apr, 21 | 3.35 L. | 4.47 L. | +33.4% | +10.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 98627 | -1.4% | -1.4% |
| 2Y | 16 Oct, 24 | 1 L. | 1.10 L. | +10.0% | +4.9% |
| 3Y | 16 Oct, 23 | 1 L. | 1.42 L. | +42.4% | +12.5% |
| 5Y | 18 Oct, 21 | 1 L. | 1.57 L. | +57.2% | +9.5% |
| SI | 18 Mar, 21 | 1 L. | 1.87 L. | +87.2% | +11.9% |
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.