Motilal Oswal Asset Allocation FoF- C- 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
Fund9.80%
Cat. Avg.21.18%
2Y
Fund10.01%
Cat. Avg.16.73%
3Y
Fund13.09%
Cat. Avg.18.54%
5Y
Fund10.50%
Cat. Avg.13.04%
10Y
FundN/A
Cat. Avg.11.24%
SI
Fund11.20%
Cat. Avg.13.65%
Fund Facts
Beta
0.5
Std Dev
4.50%
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 Aug, 25 | 60000 | 62414 | +4.0% | +8.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.33 L. | +10.6% | +10.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.13 L. | +18.4% | +11.8% |
| 5Y | 09 Aug, 21 | 3 L. | 4.02 L. | +33.9% | +11.9% |
| SI | 07 Apr, 21 | 3.20 L. | 4.35 L. | +36.1% | +11.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.10 L. | +9.8% | +9.8% |
| 2Y | 15 Jul, 24 | 1 L. | 1.21 L. | +21.0% | +10.0% |
| 3Y | 17 Jul, 23 | 1 L. | 1.44 L. | +44.3% | +13.0% |
| 5Y | 15 Jul, 21 | 1 L. | 1.65 L. | +64.7% | +10.5% |
| SI | 18 Mar, 21 | 1 L. | 1.76 L. | +76.1% | +11.2% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.