• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (Growth)

HybridMulti Asset Allocation

11.4302

NAV (Aug 05)

10.2%
Till Date CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in multi asset allocation mutual funds.

However, Scripbox does not recommend investing in multi asset allocation mutual funds.

Multi Asset Allocation funds have exposure to at least 3 different asset classes.

This category has few funds and relatively small amounts invested in them.

Also each fund is unique in its investment strategy.It is better for investors to make the allocation to multiple asset classes themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 52 Cr

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

View all 7 analysis

View Less

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.4302

NAV (Aug 5)

Fund Returns

Last 1Y

4.8%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

10.2%

6 Month CAGR

0.3%

Scheme Information

Investment Objective

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 (domesti c a s wel l a s international),fixed income and Gold. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved

Expense Ratio

0.59

Launched (1y ago)

Mar 12, 2021

AUM in Crores

52.068

ISIN

INF247L01AM0

Lock-in

No Lock-in

Benchmark

Domestic Price of Gold

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Ashish Agarwal

Fund Manager

Abhiroop Mukherjee

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

motilal oswal nifty 500 dir gr

52.7%
52.7%

motilal oswal s&p 500 index dir gr

19.1%
19.1%

motilal oswal nifty 5y bench g-sec etf

16.8%
16.8%

icici pru gold etf

10.6%
10.6%

net receivables / (payables)

0.7%
0.7%
See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 25,397 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 9 hybrid funds.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    23.5%

    23.4%

    7.8%

    7.4%

    -

    17.9%

    -

    15%

    -

    15.2%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G) Review

    Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 10.2% over a period of 1 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Abhiroop Mukherjee, Ashish Agarwal.

    Nav of Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G) as of 8/5/2022 is ₹11.43 with the total AUM as of 8/6/2022 is ₹52.068. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G) was launched on Mar 12, 2021. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G)?

    Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G) is a Multi Asset Allocation Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G)?

    You can invest in Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G)?

    The minimum sip amount for Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G) good to invest in?

    As per Scripbox experts, Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G) is a Not Reviewed Yet fund. You can investMotilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G)?

    The expense ratio of the Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive (G) is 0.59% for regular plan.