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Blog

Motilal Oswal Asset Allocation Passive FoF Conservative Growth

Hybrid
Multi Asset Allocation
High Risk
13.08%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
All
NAV: 05 Sep 2025
₹16.03
Rating
3
Min. SIP amount
Not Supported
Fund size
₹58.16Cr

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 5 year Benchmark G-Sec ETF - Growth
NAMutual Fund48.22%
Motilal Oswal Nifty 500 Index Fund Direct - Growth
NAMutual Fund28.40%
ICICI Prudential Gold Exchange Traded Fund-IDCW
NAMutual Fund12.34%
Motilal Oswal S&P 500 Index Fund Direct - Growth
NAMutual Fund10.19%

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Hybrid Multi Asset Allocation
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA9.7%13.1%11.1%
Category averageNA6.1%15.8%NA
Rank with in categoryNA418NA
Understand terms

Peer Comparison

Hybrid, Multi Asset Allocation fundsRating1Y3YFund Size(Cr)
ICICI Prudential Multi Asset Fund Growth
5
7.7%19.2%63,001.13
Quant Multi Asset Allocation Fund Growth
4
2.0%18.9%3,666.25
UTI Multi Asset Allocation Fund Plan Growth
4
2.6%18.8%5,902.09
SBI Multi Asset Allocation Fund Growth
4
6.5%15.7%9,440.30
HDFC Multi Asset Fund Growth
3
6.0%13.8%4,634.55

Expense ratio, exit load and tax

Expense ratio: 0.49%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 15 Days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Swapnil P Mayekar
Jun 2025 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes
Motilal Oswal Asset Allocation Passive FoF Aggressive Growth
Motilal Oswal Asset Allocation Passive FoF Conservative Growth
Motilal Oswal Gold and Silver ETFs FoF Growth
Motilal Oswal Nifty Capital Market ETF Growth
Motilal Oswal Nifty India Manufacturing ETF Growth
Motilal Oswal BSE 1000 Index Fund Growth
Motilal Oswal Nifty Midcap150 Momentum 50 ETF Growth
Motilal Oswal Nifty Alpha 50 ETF Growth

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
Website
www.motilaloswalmf.com
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,
Email
[email protected]
Website
www.karvymfs.com

Compare funds

Motilal Oswal Asset Allocation Passive FoF Conservative Growth
VS
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Vaishnavi Tech Park, South Tower, 3rd FloorSarjapur Main Road, Bellandur, Bengaluru – 560103Karnataka
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