Motilal Oswal Asset Allocation FOF vs Motilal Oswal Asset Allocation FOF compare

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tortoise-icon Motilal Oswal Asset Allocation FOF- A- Regular Growth

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tortoise-icon Motilal Oswal Asset Allocation FOF- C- Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth
Fund Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹67 Cr ₹43 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 10 Mar 2021 12 Mar 2021
Category Domestic Hybrid FoF Domestic Hybrid FoF
Fund Type Open Ended Open Ended
Benchmark 500 TRI,Domestic Price of Gold,NIFTY 500 TRI,Nifty 5yr Benchmark G-Sec TRI BSE India Bond Index
Turn Over 36% 36%
Expense Ratio 0.64 0.6
Manager Rouhak Shah Rouhak Shah
ISIN Code INF247L01AM0 INF247L01AO6
Exits Load Exit load of 1% if redeemed within 15 Days./365 Exit load of 1% if redeemed within 15 Days./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth
1 Month -2.83% -1.65%
6 Month 6.2% 5.35%
1 Year 23.26% 17.5%
3 Year 11.77% 9.33%
5 Year - -

SIP Return Analysis

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth
6 Month - -
1 Year 18.48% 14.31%
3 Year 18.25% 13.81%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth
1 Year 12.93% 10.38%
3 Year 14.06% 10.48%
5 Year - -

Risk Management

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth
Standard Deviation 8.85% 5.77%
Sharp 0.86% 0.76%
Beta 0.74% 0.47%
Alpha 1.9% 0.73%

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Fund Managers

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth
Name Rouhak Shah Rouhak Shah
Total AUM ₹105 Cr ₹105 Cr
Fund Manage 2 2
Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth

Market Cap

Scheme Name

Motilal Oswal Asset Allocation FOF- A- Regular Growth

Motilal Oswal Asset Allocation FOF- C- Regular Growth

Others 100 100.01

Sector Allocation

Scheme Name

Motilal Oswal Asset Allocation FOF- A- Regular Growth

Motilal Oswal Asset Allocation FOF- C- Regular Growth

Others 0.52 0.4
Unclassified 99.48 99.61

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