Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth

Hybrid
Multi Asset Allocation
High Risk
10.07%
3Y annualised
-0.32% 1D
1M
6M
1Y
3Y
All
NAV: 10 Jan 2025₹14.95
Min. SIP amount₹500
Rating2
Fund size₹43.89Cr

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 returnsNA12.8%10.1%11.1%
Category averageNA13.6%12.4%NA
Rank with in categoryNA2320NA
Understand terms

Peer Comparison

Hybrid, Multi Asset Allocation fundsRating1Y3YFund Size(Cr)
5
24.1%19.6%2,983.94
5
17.8%18.9%50,495.58
4
20.1%18.0%4,059.60
4
13.2%14.7%6,257.72
3
14.1%12.7%3,701.65

Holdings (4)

NameSectorInstrumentAssets
NAMutual Fund47.80%
Motilal Oswal Nifty 500 Index Fund Direct - Growth
NAMutual Fund28.95%
Motilal Oswal S&P 500 Index Fund Direct - Growth
NAMutual Fund12.40%
NAMutual Fund9.92%

Pros and cons

Category: Hybrid Multi Asset Allocation

Pros

Lower expense ratio: 0.05%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Consistently lower annualised returns than category average for the past 1Y and 3Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.05%

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

Bhalchandra Shinde
Dec 2024 - Present
View details

Education
Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience
Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
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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