Motilal Oswal Asset Allocation Passive FoF Aggressive Direct Growth

Hybrid
Multi Asset Allocation
Very High Risk
14.00%
3Y annualised
+0.26% 1D
1M
6M
1Y
3Y
All
NAV: 11 Dec 2024₹17.25
Min. SIP amount₹500
Rating2
Fund size₹69.92Cr

Return calculator

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

Returns and rankings

Category: Hybrid Multi Asset Allocation
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA23.7%14.0%15.6%
Category averageNA19.5%13.8%NA
Rank with in categoryNA1013NA
Understand terms

Peer Comparison

Hybrid, Multi Asset Allocation fundsRating1Y3YFund Size(Cr)
5
35.3%22.1%2,983.94
5
23.0%20.6%50,495.58
4
27.7%19.3%4,059.60
4
19.6%15.7%6,257.72
3
19.6%13.9%3,701.65

Holdings (4)

NameSectorInstrumentAssets
Motilal Oswal Nifty 500 Index Fund Direct - Growth
NAMutual Fund48.45%
Motilal Oswal S&P 500 Index Fund Direct - Growth
NAMutual Fund23.43%
NAMutual Fund17.75%
NAMutual Fund9.73%

Pros and cons

Category: Hybrid Multi Asset Allocation

Pros

Lower expense ratio: 0.09%
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

Expense ratio, exit load and tax

Expense ratio: 0.09%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 15 Days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Rouhak Shah
Aug 2022 - Present
View details

Education
Mr. Shah has done BMS, M.Com(PGDBA), MBA(Finanace) and CFA- Level 1.
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with ICICI Prudential Life Insurance Limited and Kotak Life Insurance Limited as an Equity Dealer.
Also manages these schemes

Rakesh Shetty
Nov 2022 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

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,

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