Motilal Oswal Asset Allocation Passive FoF Conservative Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal Asset Allocation Passive FoF Conservative Growth Direct Plan

NAV
₹14.8822
+0.83%
(19 Nov)
AUM
43 Cr
TER
0.05%
Risk
High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+39.5%
+33.9%
+30.6%
+24.8%
+18.0%
3Y
+33.3%
+19.7%
+18.1%
+17.5%
+9.9%
5Y
+25.3%
NA
+25.4%
+21.2%
NA
ALL
+20.0%
+26.3%
+16.7%
+16.1%
+11.4%
VOL
20.5%
16.7%
12.9%
9.8%
8.8%
TER
0.1%
1.1%
1.3%
0.3%
0.1%
AUM
₹2,165 Cr
₹147 Cr
₹1,990 Cr
₹1,598 Cr
₹43 Cr
INFO
0.98
1.57
1.29
1.65
1.30
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Motilal Oswal Asset Allocation Passive FoF Conservative (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
Motilal Oswal Nifty 5y Bench G-Sec ETF
47.5%
Motilal Oswal Nifty 500 Dir Gr
30.9%
Motilal Oswal S&P 500 Index Dir Gr
11.7%
ICICI Pru Gold ETF
9.5%
Net Receivables / (Payables)
0.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 15 days
Fund objective
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 (domesti c a s wel l a s international), fixed income and Gold. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved
Fund manager(s)
Rouhak Shah
Rakesh Shetty

FAQs