• 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

13.9115

NAV (May 28)

10.8%
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

13.9115

NAV (May 28)

Fund Returns

Last 1Y
18.7%
Last 3Y
10.2%
Last 5Y
NA
Last 10Y
NA
Since Inception
10.8%
6 Month CAGR
11.5%

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
0.54
Launched (3y ago)
Mar 12, 2021
AUM in Crores
42.285
ISIN
INF247L01AO6
Lock-in
No Lock-in
Benchmark
Domestic Price of Gold
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
5.8
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.817
Sharpe Ratio (5yr)
0
YTM
7.05
Fund Managers

Rouhak Shah

Fund Manager

Rakesh Shetty

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Asset Allocation Passive Fund of Fund Conservative (Growth)70%9,40,274 2,07,66210.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-28

Top Stock Holdings

motilal oswal nifty 5y bench g-sec etf

47.9%
47.9%

motilal oswal nifty 500 dir gr

30.4%
30.4%

icici pru gold etf

10.6%
10.6%

motilal oswal s&p 500 index dir gr

10.6%
10.6%

net receivables / (payables)

0.6%
0.6%
See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,135 cr

₹ 34,733 cr

₹ 3,146 cr

₹ 3,334 cr

₹ 2,024 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 48,844 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
phone-img022-39804263
Fund NameScripbox Opinion
Till Date CAGR

35.8%

23.2%

25.4%

24.4%

4.4%

4.2%

14.9%

23.3%

4.4%

3.4%

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 10.8% over a period of 3 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 5/28/2024 is ₹13.91 with the total AUM as of 5/30/2024 is ₹42.285. 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 0.54% for regular plan.