AM
Abhiroop MukherjeeFund Manager Since 12 Mar 2021
AllocationFund of Funds
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth
3Y Annualised
14.04%
-0.29% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.86%
-0.29% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 3 months
NIFTY 50
4 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹45.31 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.01%
1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.
Risk Profile
High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Franklin India Life Stage Fund Of Funds The 20S Plan Direct Growth
7.81%
2nd
Franklin India Life Stage Fund Of Funds The 20S Plan Direct Rnvstmnt of Inc Dist cum Cap Wdrl
7.79%
3rd
Franklin India Life Stage Fund Of Funds The 20S Plan Direct Payout of Inc Dist cum Cap Wdrl
7.79%
4th
Franklin India Life Stage Fund of Funds The 20s Plan Rnvstmnt of Inc Dist cum Cap Wdrl
7.76%
5th
Franklin India Life Stage Fund of Funds The 20s Plan Payout of Inc Dist cum Cap Wdrl
7.76%
85th
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth
2.86%
Fund Managers
AA
Ashish AgarwalFund Manager Since 30 Sept 2021
About Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth is a Allocation mutual fund scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. This fund has been in existence for 4 years, having been launched on 2021-03-12. Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth has ₹45.31 Cr worth of assets under management (AUM) as of Thu May 22 2025. The latest Net Asset Value (NAV) of Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth as of Tue May 20 2025 is ₹15.8329. The fund has an expense ratio of 1.62%, which is medium comparable to most other Allocation funds.
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth returns for the last 1 year are 12.35%. Since launch, it has delivered 11.59% average annual returns.
The Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth has the majority of its money invested in null sectors.
Top 5 Holdings of Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth.
- Motilal Oswal Nifty 5y Bench G-Sec ETF: 48.15%
- Motilal Oswal Nifty 500 Dir Gr: 27.99%
- ICICI Pru Gold ETF: 11.99%
- Motilal Oswal S&P 500 Index Dir Gr: 11.08%
AMC Information
| Name | Motilal Oswal Asset Management Company Limited - Portfolio Managers |
|---|---|
| Founding Date | 2021-03-12 |
| mfservice@motilaloswal.com | |
| Phone | +91 22 39804263 |
| Website | www.motilaloswalmf.com |
| Address | Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi, |
Tax Implications of Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Motilal Oswal Asset Management Company Limited - Portfolio Managers
Motilal Oswal Focused Regular Growth
EquityFocused Fund
3Y CAGR
12.48%
expense ratio
2.15%
fund size
₹1399.06 Cr
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
AllocationDynamic Asset Allocation
3Y CAGR
10.48%
expense ratio
0.98%
fund size
₹904.03 Cr
Motilal Oswal Nifty 50 ETF
EquityLarge-Cap
3Y CAGR
16.18%
expense ratio
0.06%
fund size
₹53.82 Cr
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
30.23%
expense ratio
0.65%
fund size
₹3896.70 Cr
Motilal Oswal Focused Direct Growth
EquityFocused Fund
3Y CAGR
13.79%
expense ratio
1.02%
fund size
₹1399.06 Cr
FAQs
What is the current NAV of Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth?
What are the average returns of Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth?
How do I invest in Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth?
What is the expense ratio of Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth?
What are net assets under management (AUM) of Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth?
What is the PE and PB ratio of Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth?
What are the top 5 holdings of Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth?
What are the top 3 sectors that Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth has invested in?
Who is the manager of Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth?
What is the exit load of Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth?
How to Redeem Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth?
Can I invest in SIP and a Lump Sum of Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth?
