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
Fund12.58%
Cat. Avg.33.64%
2Y
Fund12.40%
Cat. Avg.21.27%
3Y
Fund16.77%
Cat. Avg.21.06%
5Y
Fund13.14%
Cat. Avg.13.82%
10Y
FundN/A
Cat. Avg.11.86%
SI
Fund13.88%
Cat. Avg.16.77%
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 | 62872 | +4.8% | +9.4% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.34 L. | +12.0% | +11.6% |
| 3Y | 07 Jun, 23 | 1.80 L. | 2.20 L. | +22.3% | +13.7% |
| 5Y | 07 Jun, 21 | 3 L. | 4.25 L. | +41.7% | +14.1% |
| SI | 07 Apr, 21 | 3.10 L. | 4.44 L. | +43.3% | +14.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 29 May, 25 | 1 L. | 1.13 L. | +12.6% | +12.6% |
| 2Y | 29 May, 24 | 1 L. | 1.26 L. | +26.3% | +12.4% |
| 3Y | 29 May, 23 | 1 L. | 1.59 L. | +59.2% | +16.8% |
| 5Y | 31 May, 21 | 1 L. | 1.84 L. | +84.4% | +13.0% |
| SI | 18 Mar, 21 | 1 L. | 1.97 L. | +96.6% | +13.9% |
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.