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

We don't give personal investment advice. Motilal Oswal Asset Allocation FOF- C- 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: 12.3%. 5-year CAGR: 10.46%.

Motilal Oswal

Motilal Oswal Asset Allocation FOF- C- Regular Growth

Latest NAV

₹17.2125

As of

2 Jun 2026

1,279 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	+0.25%	+0.30%	-0.05	61 / 109	Q3
1W	-0.42%	-0.70%	+0.28	47 / 109	Q2
2W	-0.10%	-0.35%	+0.25	54 / 109	Q2
1M	+0.63%	+2.29%	-1.65	51 / 109	Q2
3M	-0.39%	-0.25%	-0.14	50 / 106	Q2
6M	+2.14%	+9.88%	-7.74	41 / 92	Q2
YTD	+1.46%	+5.17%	-3.70	51 / 94	Q3
1Y	+10.26%	+33.10%	-22.83	29 / 76	Q2
2Y	+10.92%	+22.95%	-12.03	23 / 53	Q2
3Y	+13.48%	+21.56%	-8.08	24 / 46	Q3
4Y	+12.60%	+17.07%	-4.47	19 / 36	Q3
5Y	+10.46%	+13.33%	-2.86	15 / 26	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+11.16%	+17.13%	-5.97	44 / 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	+1.46%	+5.20%	-3.74	50 / 93
2025	+14.91%	+38.72%	-23.81	27 / 58
2024	+12.74%	+18.45%	-5.71	31 / 47
2023	+15.65%	+18.51%	-2.86	21 / 43
2022	+1.74%	+0.21%	+1.53	19 / 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

+11.09%

52 windows

min -1.5% · max 20.9%

96% positive

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

3-Year rolling

+12.06%

28 windows

min 9.1% · max 15.1%

100% positive

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

5-Year rolling

+10.63%

3 windows

min 10.5% · max 11.0%

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

5.43%

3-year · annualised

Sharpe ratio

1.17

vs risk-free 6.5%

Sortino ratio

2.15

Downside-only deviation

Max drawdown

-6.51%

Feb 2026 → Mar 2026

% positive months

80.6%

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
HDFC Diversified Equity All Cap Active FOF - Regular Plan - Growth Plan	HDFC	₹9.5833	3 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth Option	Nippon India	₹20.1044	3 Jun 2026
SBI GOLD FUND REGULAR PLAN - GROWTH	SBI	₹45.0074	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Regular Plan - Growth	Invesco	₹42.9701	3 Jun 2026
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth	Bandhan	₹48.2908	3 Jun 2026
Quantum Gold Savings Fund - Regular Plan Growth Option	Quantum	₹58.2494	3 Jun 2026
Aditya Birla Sun Life Silver ETF FOF-Regular Growth	Aditya Birla Sun Life	₹39.3335	3 Jun 2026
Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth	Motilal Oswal	₹12.8724	3 Jun 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Regular Plan - Growth	Mirae Asset	₹11.2810	3 Jun 2026
Kotak Gold Silver Passive FOF - Regular Plan - Growth	Kotak	₹16.2720	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹17.2125
1 Jun 2026	₹17.1702
29 May 2026	₹17.2471
27 May 2026	₹17.3291
26 May 2026	₹17.2850
25 May 2026	₹17.3139
22 May 2026	₹17.2228
21 May 2026	₹17.2431
20 May 2026	₹17.2247
19 May 2026	₹17.2289

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 02 Jun 2026, the NAV of Motilal Oswal Asset Allocation FOF- C- Regular Growth is ₹17.2125. 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- C- Regular Growth has NAV history starting from 18 Mar 2021, a track record of about 5 years 2 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- C- 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- C- Regular Growth has delivered a absolute return of 10.26% — -22.83 pp behind the Fund of Funds - Domestic category average of 33.10%. The fund ranks #29 of 76 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Motilal Oswal Asset Allocation FOF- C- Regular Growth has delivered a CAGR of 13.48% — -8.08 pp behind the Fund of Funds - Domestic category average of 21.56%. The fund ranks #24 of 46 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Motilal Oswal Asset Allocation FOF- C- Regular Growth has delivered a CAGR of 10.46% — -2.86 pp behind the Fund of Funds - Domestic category average of 13.33%. The fund ranks #15 of 26 in its category — the third (Q3) quartile.

₹1 lakh invested in Motilal Oswal Asset Allocation FOF- C- Regular Growth exactly 5 years ago would be worth approximately ₹164,450 today — a multiplier of 1.64×, based on the 5-year CAGR of 10.46%. The category average over the same window would have grown ₹1 lakh to ₹186,908.

A ₹10,000 monthly SIP in Motilal Oswal Asset Allocation FOF- C- Regular Growth over the last 5 years — total invested ₹600,000 — would be worth ₹805,590 today. That's an XIRR (money-weighted annualised return) of 11.72%.

Motilal Oswal Asset Allocation FOF- C- 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 ₹805,590 — XIRR 11.72%.

On a 5-year basis, Motilal Oswal Asset Allocation FOF- C- Regular Growth ranks #15 out of 26 funds in the Fund of Funds - Domestic category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 13.32%; this fund delivered 10.46%.

The worst peak-to-trough decline Motilal Oswal Asset Allocation FOF- C- Regular Growth has experienced over the last 5-year window is 12.34% — its NAV fell from a high on 25 Jan 2022 to a low on 17 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- C- Regular Growth averaged 10.63% (best 10.95%, worst 10.46%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.61 — reasonable risk-adjusted performance.

In calendar year 2025, Motilal Oswal Asset Allocation FOF- C- Regular Growth returned 14.91% — lagging the Fund of Funds - Domestic category average of 38.72% by 23.81 pp. It ranked #27 of 58 in its category that year.

Motilal Oswal Asset Allocation FOF- C- 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- C- 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: 12.3%. 5-year CAGR: 10.46%.

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