Motilal Oswal Asset Allocation FoF- C- Direct Growth
Expense Ratio: 0.03
Risk: -
Other Scheme - FoF Domestic
Plan: Direct
Benchmark: -
Inception: 19-02-2021
Exit Load: Nil
Fund Size:-
Performance
1Y
Fund11.25%
Cat. Avg.34.19%
2Y
Fund12.02%
Cat. Avg.21.48%
3Y
Fund14.20%
Cat. Avg.21.39%
5Y
Fund11.21%
Cat. Avg.14.18%
10Y
FundN/A
Cat. Avg.12.39%
SI
Fund11.80%
Cat. Avg.18.37%
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 | 09 Jun, 25 | 60000 | 62709 | +4.5% | +8.9% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.34 L. | +11.6% | +11.2% |
| 3Y | 07 Jun, 23 | 1.80 L. | 2.17 L. | +20.3% | +12.6% |
| 5Y | 07 Jun, 21 | 3 L. | 4.09 L. | +36.2% | +12.4% |
| SI | 07 Apr, 21 | 3.10 L. | 4.26 L. | +37.4% | +12.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 29 May, 25 | 1 L. | 1.11 L. | +11.3% | +11.3% |
| 2Y | 29 May, 24 | 1 L. | 1.25 L. | +25.5% | +12.0% |
| 3Y | 29 May, 23 | 1 L. | 1.49 L. | +49.0% | +14.2% |
| 5Y | 31 May, 21 | 1 L. | 1.70 L. | +69.7% | +11.2% |
| SI | 18 Mar, 21 | 1 L. | 1.79 L. | +78.6% | +11.8% |
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.