Motilal Oswal Multi Asset Fund Direct Growth

Motilal Oswal Multi Asset Fund Direct Growth is a hybrid fund. This fund was started on 4 August, 2020. The fund is managed by . This fund gives you the benefit of diversification.

1. Motilal Oswal Multi Asset Fund Direct Growth has ₹110 Cr worth of assets under management (AUM) as on Aug 2024 and is less than category average.
2. The fund has an expense ratio 0.9.
   

Motilal Oswal Multi Asset Fund Direct Growth has given a CAGR return of 9.95% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 17.11% and 10.71% respectively.

Motilal Oswal Multi Asset Fund Direct Growth has allocated its funds majorly in Corporate, Financial Services, Consumer Cyclical, Tech, Cash Equivalent, Industrial, Basic Materials, Health.

As it is a multi asset allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 15%
For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefit
Gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The investment objective is to generate long term capital appreciation by investing in Equity including Index Funds/Equity ETFs, Gold ETFs and Silver ETFs, International Equity ETF and Stocks, Debt & Money Market Instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Multi Asset Fund Direct Growth has no lock in period.