Name: Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth
Brand: Motilal Oswal Mutual Fund

Home>Mutual Funds>Motilal Oswal Mutual Fund>Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth

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Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth
Other
FoF Overseas/Domestic
High Risk
1M
6M
All
 NAV: 27 Sep 2021₹11.01
Min. SIP amount₹500
RatingNA
Fund size₹39.12 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Other FoF Overseas/Domestic
Absolute returns
1M3M6MAll
Fund returns2.3%4.7%10.8%10.1%
Category averageNANANANA
Rank with in categoryNA1918NA
Understand termsinfo
Holdings (4)NameSectorInstrumentAssets
Motilal Oswal 5 Year G-Sec ETF - Growth
FinancialMutual Fund47.8%
Motilal Oswal Nifty 500 Fund Direct - Growth
FinancialMutual Fund32.9%
Motilal Oswal S&P 500 Index Fund Direct - Growth
FinancialMutual Fund10.9%
ICICI Prudential Gold Exchange Traded Fund-IDCW
FinancialMutual Fund9.2%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
0.05%
31 Jul 2021 - 31 Aug 2021
0.05%
30 Jun 2021 - 31 Jul 2021
0.05%
31 May 2021 - 30 Jun 2021
0.05%
30 Apr 2021 - 31 May 2021
0.05%
31 Mar 2021 - 30 Apr 2021
0.05%
Expense ratio, exit load and taxExpense ratio: 0.05%Inclusive of GST
Exit loadExit load of 1% if redeemed within 15 Days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementAbhiroop Mukherjee
Feb 2021 - Present
View details
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Education
Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience
Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
Also manages these schemes
Motilal Oswal Focused 25 Fund Regular Growth
Motilal Oswal Focused 25 Fund Regular IDCW
Motilal Oswal Focused 25 Fund Direct Growth
Motilal Oswal Focused 25 Fund Direct IDCW
Motilal Oswal Ultra Short Term Fund Regular Growth
Motilal Oswal Ultra Short Term Fund Direct Growth
Motilal Oswal Ultra Short Term Fund Regular IDCW Daily
Motilal Oswal Ultra Short Term Fund Regular IDCW Quarterly
Motilal Oswal Ultra Short Term Fund Direct IDCW Weekly
Motilal Oswal Ultra Short Term Fund Direct IDCW Monthly
Motilal Oswal Ultra Short Term Fund Regular IDCW Weekly
Motilal Oswal Ultra Short Term Fund Direct IDCW Fortnightly
Motilal Oswal Ultra Short Term Fund Direct IDCW Quarterly
Motilal Oswal Ultra Short Term Fund Regular IDCW Fortnightly
Motilal Oswal Ultra Short Term Fund Regular IDCW Monthly
Motilal Oswal Ultra Short Term Fund Direct IDCW Daily
Motilal Oswal Equity Hybrid Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Regular Growth
Motilal Oswal Nasdaq 100 FOF Regular Growth
Motilal Oswal Nasdaq 100 FOF Direct Growth
Motilal Oswal Liquid Fund Direct Growth
Motilal Oswal Liquid Fund Regular Growth
Motilal Oswal Liquid Fund Direct IDCW Quarterly
Motilal Oswal Liquid Fund Regular IDCW Quarterly
Motilal Oswal Liquid Fund Direct IDCW Monthly
Motilal Oswal Liquid Fund Regular IDCW Weekly
Motilal Oswal Liquid Fund Regular IDCW Daily
Motilal Oswal Liquid Fund Direct IDCW Daily
Motilal Oswal Liquid Fund Direct IDCW Weekly
Motilal Oswal Large and Midcap Fund Regular Growth
Motilal Oswal Large and Midcap Fund Regular IDCW
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct IDCW
Motilal Oswal S&P 500 Index Fund Direct Growth
Motilal Oswal S&P 500 Index Fund Regular Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Multi Asset Fund Regular Growth
Motilal Oswal Asset Allocation Passive FoF Aggressive Direct Growth
Motilal Oswal Asset Allocation Passive FoF Aggressive Regular Growth
Motilal Oswal Asset Allocation Passive FoF Conservative Regular Growth
Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth
Motilal Oswal 5 Year G Sec FoF Direct Growth
Swapnil P Mayekar
Feb 2021 - Present
View details
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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 M50 Exchange Traded Fund Growth
Motilal Oswal Midcap 100 Exchange Traded Fund Growth
Motilal Oswal NASDAQ 100 Exchange Traded Fund Growth
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Regular Growth
Motilal Oswal Flexi Cap Fund Regular IDCW
Motilal Oswal Nasdaq 100 FOF Regular Growth
Motilal Oswal Nasdaq 100 FOF Direct Growth
Motilal Oswal Nifty Bank Index Fund Regular Growth
Motilal Oswal Nifty Bank Index Fund Direct Growth
Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth
Motilal Oswal Nifty 500 Fund Direct Growth
Motilal Oswal Nifty 500 Fund Regular Growth
Motilal Oswal Nifty 50 Index Fund Direct Growth
Motilal Oswal Nifty 50 Index Fund Regular Growth
Motilal Oswal Nifty Next 50 Index Fund Direct Growth
Motilal Oswal Nifty Next 50 Index Fund Regular Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Multi Asset Fund Regular Growth
Motilal Oswal Asset Allocation Passive FoF Aggressive Direct Growth
Motilal Oswal Asset Allocation Passive FoF Aggressive Regular Growth
Motilal Oswal Asset Allocation Passive FoF Conservative Regular Growth
Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth
Herin Visaria
Feb 2021 - Present
View details
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Education
Mr. Herin has done B.com from Mumbai University
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Motilal Oswal Securities Limited in Institutional Derivatives Research from Jan 2008 to Nov 2013, Religare Capital Markets Ltd in Institutional Derivatives Dealing from Dec 2013 to Aug 2017 & with Bank of Baroda Capital Markets Ltd. in Institutional Sales Trading from Sep 2017 to Mar 2018.
Also manages these schemes
Motilal Oswal NASDAQ 100 Exchange Traded Fund Growth
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Regular Growth
Motilal Oswal Flexi Cap Fund Regular IDCW
Motilal Oswal S&P 500 Index Fund Direct Growth
Motilal Oswal S&P 500 Index Fund Regular Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Multi Asset Fund Regular Growth
Motilal Oswal Asset Allocation Passive FoF Aggressive Direct Growth
Motilal Oswal Asset Allocation Passive FoF Aggressive Regular Growth
Fund house & investment objective
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Motilal Oswal Mutual Fund
Rank (total assets)#19 in India
Total AUM25,401.41 Cr
Date of Incorporation29 Dec 2009
Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth is a Other Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This sc
Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth is a Other Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Abhiroop Mukherjee is the Current Fund Manager of Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹25,401 Cr and the Latest NAV as of 27 Sep 2021 is ₹11.01.
The Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 15 Days....Read more
Investment Objective
To generate long term growth/capital appreciation by offering asset allocation investment solution that predominantly invests in passive funds such as
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 (domestic as well as international), fixed income and Gold However, there can be no assurance or guarantee that the objective of the Scheme would be achieved.
...Read more
Fund benchmarkNA
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
Phone
022-39804263
Launch Date
29 Dec 2009
E-mail
[email protected]
Website
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,
Email
[email protected]
Website
www.karvymfs.com
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	1M	3M	6M	All
Fund returns	2.3%	4.7%	10.8%	10.1%
Category average	NA	NA	NA	NA
Rank with in category	NA	19	18	NA

Name	Sector	Instrument	Assets
Motilal Oswal 5 Year G-Sec ETF - Growth	Financial	Mutual Fund	47.8%
Motilal Oswal Nifty 500 Fund Direct - Growth	Financial	Mutual Fund	32.9%
Motilal Oswal S&P 500 Index Fund Direct - Growth	Financial	Mutual Fund	10.9%
ICICI Prudential Gold Exchange Traded Fund-IDCW	Financial	Mutual Fund	9.2%

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

Rating	NA
Fund size	₹39.12 Cr

Rank (total assets)	#19 in India
Total AUM	25,401.41 Cr