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
Fund13.11%
Cat. Avg.34.19%
2Y
Fund12.91%
Cat. Avg.21.48%
3Y
Fund17.34%
Cat. Avg.21.39%
5Y
Fund13.72%
Cat. Avg.14.18%
10Y
FundN/A
Cat. Avg.12.39%
SI
Fund14.47%
Cat. Avg.18.37%
Fund Facts
Beta
1
Std Dev
7.10%
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 | 09 Jun, 25 | 60000 | 63017 | +5.0% | +9.9% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.35 L. | +12.5% | +12.1% |
| 3Y | 07 Jun, 23 | 1.80 L. | 2.22 L. | +23.2% | +14.3% |
| 5Y | 07 Jun, 21 | 3 L. | 4.31 L. | +43.7% | +14.6% |
| SI | 07 Apr, 21 | 3.10 L. | 4.51 L. | +45.4% | +14.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 29 May, 25 | 1 L. | 1.13 L. | +13.1% | +13.1% |
| 2Y | 29 May, 24 | 1 L. | 1.27 L. | +27.5% | +12.9% |
| 3Y | 29 May, 23 | 1 L. | 1.62 L. | +61.5% | +17.3% |
| 5Y | 31 May, 21 | 1 L. | 1.89 L. | +89.2% | +13.6% |
| SI | 18 Mar, 21 | 1 L. | 2.02 L. | +101.9% | +14.5% |
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.