Motilal Oswal Launches Multi Asset Fund: Closes On July 27

Updated on 21-07-2020

Motilal Oswal AMC launches Multi Asset Fund an open ended multi asset allocation fund. The NFO opened on 15^th July 2020 and will close on 27^th July 2020.

The fund’s investment objective is to generate long term capital appreciation by investing in a diversified portfolio of equity, international equity index funds/equity ETFs, debt and money market Instruments and gold ETFs.

The scheme will invest anywhere between 10%-50% of its assets in equities, equity related instruments and international equity index funds/ equity ETFs; 40% to 80% in debt and money market instruments and 10% to 20% in gold ETFs.

You can find other scheme related details below:

Name of the Fund	*Motilal Oswal Multi-Asset Fund*
Type of Scheme	An open-ended scheme that will be investing in five different asset classes: international equity index funds/equity index funds, debt and equity, gold exchange-traded funds (ETF) and money market instruments
Equity category	Multi-Asset Fund
Benchmark	30% Nifty 50 TRI + 50 % Crisil Short Term Gilt Index + 10% Domestic Price of Gold + 10% S&P 500 Index (TRI)
NFO Dates	Opens on July 15, 2020 and closes on July 27, 2020
Fund Manager	Siddhartha Bothra, Abhiroop Mukherjee, Herin Visaria and Swapnil Mayekar.
Minimum Application Amount/Minimum Purchase Amount	Rs. 500 and in multiples of Re. 1 thereafter
Minimum Additional Investment	Rs. 500 and in multiples of Re 1 thereafter
Minimum Redemption Amount	Rs. 500 and in multiples of Re 1 thereafter
Entry Load	Nil
Exit Load	1%- If redeemed on or before 3 months from the date of allotment Nil- If redeemed after 3 months
Plans	Regular Plan and Direct Plan
Options	Growth Option

Details for SIP Investment in Motilal Oswal Multi-Asset Fund:

Weekly SIP	Rs. 500/- and multiples of Re 1 thereafter for minimum 12 installments
Fortnightly SIP	Rs. 500/- and multiples of Re 1 thereafter for minimum 12 installments
Monthly SIP	Rs. 500/- and multiples of Re 1 thereafter for minimum 12 installments
Quarterly SIP	Rs. 1,500/- and multiples of Re 1 thereafter for minimum 4 installments
Annual SIP	Rs 6,000 and multiples of Re 1 thereafter for minimum 1 installment

Investors with moderately high-risk appetite looking to benefit from long term wealth creation potential of equities with a focused approach can consider investing Motilal Oswal Multi-Asset Fund.

You can use GIIS Financial tools or Our Android App for Investment, tracking and Asset allocation planning.

*Mutual Fund Investments are subject to market risk, read all scheme related documents carefully.

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