- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Asset Allocation Passive Fund of Fund Conservative (Growth)
Motilal Oswal Asset Allocation Passive Fund of Fund Conservative (Growth)
₹ 13.6353
NAV (Apr 23)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.6353
NAV (Apr 23)
Fund Returns
Last 1Y | 19.1% |
Last 3Y | 10.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 10.5% |
6 Month CAGR | 12.7% |
Scheme Information
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 | 43.027 |
ISIN | INF247L01AO6 |
Lock-in | No Lock-in |
Benchmark | Domestic Price of Gold |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 5.9 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.879 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.06 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Asset Allocation Passive Fund of Fund Conservative (Growth) | 9,45,068 | 2,12,456 | 10.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
motilal oswal nifty 5y bench g-sec etf
48.5%motilal oswal nifty 500 dir gr
29.8%motilal oswal s&p 500 index dir gr
10.8%icici pru gold etf
10%net receivables / (payables)
0.9%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,737 cr | ||
₹ 33,502 cr | ||
₹ 3,417 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
37.8% | 23% | ||
27.4% | 24.4% | ||
4.3% | 4.1% | ||
10.9% | 22.2% | ||
4.3% | 3.3% |
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 10.5% 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 4/23/2024 is ₹13.64 with the total AUM as of 4/24/2024 is ₹43.027. 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)?
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.