Should I invest in Motilal Oswal Asset Allocation FOF- A- Regular Growth?

We don't give personal investment advice. Motilal Oswal Asset Allocation FOF- A- Regular Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 12.6%. 5-year CAGR: 12.29%.

Motilal Oswal

Motilal Oswal Asset Allocation FOF- A- Regular Growth

Latest NAV

₹19.2234

As of

17 Jul 2026

1,311 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.19%	-0.22%	+0.03	62 / 109	Q3
1W	-0.75%	-0.75%	+0.00	63 / 109	Q3
2W	-0.94%	-1.60%	+0.66	66 / 109	Q3
1M	-1.02%	-2.40%	+1.38	65 / 109	Q3
3M	-0.03%	-1.44%	+1.41	67 / 109	Q3
6M	+0.25%	-1.62%	+1.87	52 / 99	Q3
YTD	+0.33%	+2.04%	-1.71	63 / 94	Q3
1Y	+8.37%	+22.02%	-13.65	35 / 81	Q2
2Y	+8.39%	+17.61%	-9.22	24 / 54	Q2
3Y	+14.48%	+18.95%	-4.47	21 / 46	Q2
4Y	+15.29%	+17.14%	-1.85	14 / 38	Q2
5Y	+12.29%	+12.88%	-0.59	9 / 26	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+13.34%	+13.31%	+0.03	35 / 109	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.33%	+2.04%	-1.71	62 / 93
2025	+16.19%	+38.72%	-22.53	24 / 58
2024	+16.12%	+18.45%	-2.33	20 / 47
2023	+21.09%	+18.51%	+2.58	15 / 43
2022	+1.08%	+0.21%	+0.87	23 / 31
2021	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+13.72%

53 windows

min -1.1% · max 31.7%

94% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+15.44%

29 windows

min 12.0% · max 18.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+13.09%

5 windows

min 12.3% · max 13.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

7.69%

3-year · annualised

Sharpe ratio

0.97

vs risk-free 6.5%

Sortino ratio

2.09

Downside-only deviation

Max drawdown

-9.15%

Jan 2026 → Mar 2026

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
Nippon India Multi - Asset Omni FoF - Regular Plan - Growth Option	Nippon India	₹23.4652	17 Jul 2026
Bandhan Multi-Asset Passive FOF - Regular Plan - Growth	Bandhan	₹41.3144	17 Jul 2026
Quantum Multi Asset Active FOF - Regular Plan Growth Option	Quantum	₹36.1920	17 Jul 2026
Aditya Birla Sun Life Multi Asset Omni FoF- Regular Plan - Growth Option	Aditya Birla Sun Life	₹75.3280	17 Jul 2026
Edelweiss Multi Asset Omni Fund of Fund- Regular Plan - Growth	Edelweiss	₹11.3001	17 Jul 2026
DSP Multi Asset Omni Fund of Funds - Regular - Growth	DSP	₹10.0198	17 Jul 2026
Baroda BNP Paribas Multi Asset Active FOF Regular Growth	Baroda BNP Paribas	₹11.1598	17 Jul 2026
Axis Multi-Asset Active FoF - Regular Plan - Growth	Axis	₹10.5364	17 Jul 2026
Groww Multi Asset Omni FOF Regular Growth	Groww	₹10.2720	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹19.2234
16 Jul 2026	₹19.2596
15 Jul 2026	₹19.3044
14 Jul 2026	₹19.2477
13 Jul 2026	₹19.3165
10 Jul 2026	₹19.3683
9 Jul 2026	₹19.2771
8 Jul 2026	₹19.0756
7 Jul 2026	₹19.3640
6 Jul 2026	₹19.4758

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Motilal Oswal Asset Allocation FOF- A- Regular Growth is ₹19.2234. It's a Fund of Funds - Domestic from Motilal Oswal, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Motilal Oswal Asset Allocation FOF- A- Regular Growth has NAV history starting from 18 Mar 2021, a track record of about 5 years 4 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Motilal Oswal Asset Allocation FOF- A- Regular Growth is managed by Motilal Oswal. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Motilal Oswal Asset Allocation FOF- A- Regular Growth has delivered a absolute return of 8.37% — -13.65 pp behind the Fund of Funds - Domestic category average of 22.02%. The fund ranks #35 of 81 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Motilal Oswal Asset Allocation FOF- A- Regular Growth has delivered a CAGR of 14.48% — -4.47 pp behind the Fund of Funds - Domestic category average of 18.95%. The fund ranks #21 of 46 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Motilal Oswal Asset Allocation FOF- A- Regular Growth has delivered a CAGR of 12.29% — -0.59 pp behind the Fund of Funds - Domestic category average of 12.88%. The fund ranks #9 of 26 in its category — the second (Q2) quartile.

₹1 lakh invested in Motilal Oswal Asset Allocation FOF- A- Regular Growth exactly 5 years ago would be worth approximately ₹178,507 today — a multiplier of 1.79×, based on the 5-year CAGR of 12.29%. The category average over the same window would have grown ₹1 lakh to ₹183,259.

A ₹10,000 monthly SIP in Motilal Oswal Asset Allocation FOF- A- Regular Growth over the last 5 years — total invested ₹600,000 — would be worth ₹831,725 today. That's an XIRR (money-weighted annualised return) of 13.02%.

Motilal Oswal Asset Allocation FOF- A- Regular Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹831,725 — XIRR 13.02%.

On a 5-year basis, Motilal Oswal Asset Allocation FOF- A- Regular Growth ranks #9 out of 26 funds in the Fund of Funds - Domestic category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.88%; this fund delivered 12.29%.

The worst peak-to-trough decline Motilal Oswal Asset Allocation FOF- A- Regular Growth has experienced over the last 5-year window is 12.62% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Motilal Oswal Asset Allocation FOF- A- Regular Growth averaged 13.09% (best 13.79%, worst 12.29%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.58 — reasonable risk-adjusted performance.

In calendar year 2025, Motilal Oswal Asset Allocation FOF- A- Regular Growth returned 16.19% — lagging the Fund of Funds - Domestic category average of 38.72% by 22.53 pp. It ranked #24 of 58 in its category that year.

Motilal Oswal Asset Allocation FOF- A- Regular Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Motilal Oswal Asset Allocation FOF- A- Regular Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 12.6%. 5-year CAGR: 12.29%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.