Motilal Oswal Asset Allocation Passive FoF Aggressive Direct Growth

Hybrid
Multi Asset Allocation
Very High Risk
18.46%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
All
NAV: 09 Jul 2025₹18.13
Min. SIP amount₹500
Rating2
Fund size₹81.17Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (4)

NameSectorInstrumentAssets
Motilal Oswal Nifty 500 Index Fund Direct - Growth
NAMutual Fund49.37%
Motilal Oswal S&P 500 Index Fund Direct - Growth
NAMutual Fund19.31%
NAMutual Fund18.88%
NAMutual Fund11.80%

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Returns and rankings

Category: Hybrid Multi Asset Allocation
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA9.8%18.5%14.7%
Category averageNA5.7%16.6%NA
Rank with in categoryNA1211NA
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Peer Comparison

Hybrid, Multi Asset Allocation fundsRating1Y3YFund Size(Cr)
4
8.4%25.4%3,416.14
4
7.5%22.6%5,659.43
5
10.8%22.3%59,452.32
4
9.2%19.1%8,395.03
4
9.2%16.8%4,374.88

Expense ratio, exit load and tax

Expense ratio: 0.07%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 15 Days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

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Check past data

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Hybrid Multi Asset Allocation

Pros

Lower expense ratio: 0.07%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Consistently higher annualised returns than category average for the past 1Y and 3Y

Cons

Low rating: 2

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