Motilal Oswal Multi Asset Fund Direct Growth

Scheme code: INF247L01AI8 NAV value: ₹ 13.1521 NAV date: 18 July, 2025 TER: 0.52%

Fund option: Direct Fund type: Growth

Asset class: Hybrid Asset category: Multi Asset Allocation

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-11.44	19.31	6.70	6.74	14.07
3 year	2.07	11.74	7.80	7.47	15.98

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	6.74
3 year	6.28	30.95	15.04	7.47
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-15.41	24.32	-0.37	6.74
3 year	9.08	26.46	18.8	7.47
5 year	3.67	28.39	14.12
7 year	8.54	16.39	12.66
10 year	12.91	14.35	13.63

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	6.74
3 year	6.56	19.64	13.57	7.47
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	6.74
3 year	7.68	21.49	15.06	7.47
5 year	10.37	13.5	11.93

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.72	22.91	5.17	6.74
3 year	10.41	25.89	18.61	7.47
5 year	13.4	16.23	14.81

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	6.74
3 year	8.04	32.03	17.81	7.47
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,33,709 - Absolute Returns: ₹33,709 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,97,524 - Absolute Returns: ₹4,97,524 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹66,74,244 - Absolute Returns: ₹6,74,244 - CAGR: %

Max Drawdown

-22.34 %

Drawdown Duration

5 months

Avg Drawdown

-3.08 %

1 Y

0.3017

3 Y

0.3344

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-11.38	0.49	41.0	51.7	-7.71 %	0.68 %
3 years	-3.24	0.38	37.7	35.9	6.60 %	15.33 %
5 years	-3.63	0.25	27.3	26.1	5.52 %	17.14 %
7 years	-3.95	0.25	27.3	26.1	3.91 %	11.96 %
10 years	-4.21	0.25	27.3	26.1	2.72 %	8.23 %
12 years	-4.31	0.25	27.3	26.1	2.27 %	6.81 %
15 years	-4.42	0.25	27.3	26.1	1.81 %	5.41 %