Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Motilal Oswal Multi Asset (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
ICICI Pru Gold ETF
15.6%
Collateralized Borrowing & Lending Obligation
12.9%
Net Receivables / (Payables)
11.8%
Religare Enterprises Ltd
8.9%
LIC Housing Finance Limited - NCD & Bonds
5.5%
Kotak Mahindra Prime Limited - NCD & Bonds
5.5%
Muthoot Finance Limited - NCD & Bonds
5.5%
ICICI Bank Ltd
4.5%
Fino Payments Bank Ltd
3.5%
ZF Commercial Vehicle Control Systems India Ltd
3.3%
Top industry exposure
Financial Services
22.8%
Technology
10.6%
Industrials
3.7%
Consumer Cyclical
3.7%
Consumer Defensive
2.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
60%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.