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

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

HybridMulti Asset Allocation

11.277

NAV (Feb 01)

6.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

11.277

NAV (Feb 1)

Fund Returns

Last 1Y

2.4%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

6.4%

6 Month CAGR

2.7%

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

0.6

Launched (2y ago)

Mar 12, 2021

AUM in Crores

44.957

ISIN

INF247L01AO6

Lock-in

No Lock-in

Benchmark

Domestic Price of Gold

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.22

Fund Managers

Rouhak Shah

Fund Manager

Rakesh Shetty

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Asset Allocation Passive Fund of Fund Conservative (Growth)70%NaN NaN%
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 2023-02-01

Top Stock Holdings

motilal oswal nifty 5y bench g-sec etf

47%
47%

motilal oswal nifty 500 dir gr

34.3%
34.3%

icici pru gold etf

9.8%
9.8%

motilal oswal s&p 500 index dir gr

9%
9%

net receivables / (payables)

0.2%
0.2%
See all holdings

Compare Motilal Oswal Asset Allocation Passive Fund of Fund Conservative (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,281 cr

₹ 949 cr

₹ 530 cr

₹ 3,294 cr

₹ 2,750 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 27,477 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.

amc-img

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

    13.2%

    18%

    20.9%

    19.8%

    11.4%

    13%

    9.2%

    9.9%

    10.9%

    12.5%

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

    Motilal Oswal Asset Allocation Passive Fund of Fund Conservative (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 6.4% over a period of 1 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Rakesh Shetty, Rouhak Shah.

    Nav of Motilal Oswal Asset Allocation Passive Fund of Fund Conservative (G) as of 2/1/2023 is ₹11.28 with the total AUM as of 2/2/2023 is ₹44.957. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Asset Allocation Passive Fund of Fund Conservative (G) was launched on Mar 12, 2021. The category risk of the fund is High Risk.

    The minimum SIP amount for Motilal Oswal Asset Allocation Passive Fund of Fund Conservative (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 Conservative (G)?

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

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

    You can invest in Motilal Oswal Asset Allocation Passive Fund of Fund Conservative (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 Conservative (G)?

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

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

    As per Scripbox experts, Motilal Oswal Asset Allocation Passive Fund of Fund Conservative (G) is a Not Reviewed Yet fund. You can investMotilal Oswal Asset Allocation Passive Fund of Fund Conservative (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 Conservative (G)?

    The expense ratio of the Motilal Oswal Asset Allocation Passive Fund of Fund Conservative (G) is 0.6% for regular plan.