Motilal Oswal Mutual Fund

Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct Plan Growth

₹ 16.37

NAV (Apr 11)

12.83%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

View Less

cheveron-blue

Scheme Information

Investment Objective

The scheme seeks to generate long term growth/capital appreciation by offering asset allocation investment solution that predominantly invests in passive funds such as ETF/Index Funds of equity and equity related instruments (domestic as well as international), fixed income and Gold.

Expense Ratio
0.1 %
Launched 4Y ago
2021-03-12
AUM in Crores
74.3
ISIN
INF247L01AL2
Lock-in (days)
No Lock-in
Benchmark
NA
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
9.3
Beta
0.7
Sharpe Ratio
0.7
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Debt Holdings

Motilal Oswal Nifty 500 Index Fund Direct - Growth

51.01%
51.01%

Motilal Oswal S&P 500 Index Fund Direct - Growth

21.64%
21.644%

Motilal Oswal Nifty 5 year Benchmark G-Sec ETF - Growth

17.77%
17.768%

ICICI Prudential Gold Exchange Traded Fund-IDCW

9.07%
9.065%

Others

0.51%
0.514%
See all holdings
right-arrow

Allocation by Sector

Financial

14.71%
14.712169%

Services

7.66%
7.662957%

Technology

7.23%
7.228821%

Capital Goods

5.72%
5.719457%

Energy

5.71%
5.711905%
See all sectors
right-arrow

Frequently Asked Questions

Loading...