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
Fund8.37%
Cat. Avg.21.20%
2Y
Fund8.39%
Cat. Avg.17.75%
3Y
Fund14.55%
Cat. Avg.18.40%
5Y
Fund12.17%
Cat. Avg.13.16%
10Y
FundN/A
Cat. Avg.11.26%
SI
Fund13.34%
Cat. Avg.13.59%
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 | 07 Aug, 25 | 60000 | 61450 | +2.4% | +5.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.31 L. | +9.3% | +9.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.13 L. | +18.2% | +11.6% |
| 5Y | 09 Aug, 21 | 3 L. | 4.14 L. | +37.9% | +13.1% |
| SI | 07 Apr, 21 | 3.20 L. | 4.51 L. | +40.8% | +13.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.08 L. | +8.4% | +8.4% |
| 2Y | 18 Jul, 24 | 1 L. | 1.18 L. | +18.0% | +8.6% |
| 3Y | 17 Jul, 23 | 1 L. | 1.50 L. | +50.3% | +14.5% |
| 5Y | 19 Jul, 21 | 1 L. | 1.79 L. | +78.5% | +12.3% |
| SI | 18 Mar, 21 | 1 L. | 1.95 L. | +95.0% | +13.3% |
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.