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
₹15.5172
-0.36%
(25 Apr)
AUM
45 Cr
TER
1.62%
Risk
High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+32.5%
+32.1%
+31.7%
+31.4%
+12.1%
3Y
+21.9%
+21.5%
+21.3%
+21.3%
+11.9%
5Y
+14.1%
+13.5%
+13.4%
+13.4%
NA
ALL
+8.3%
+8.5%
+9.8%
+8.6%
+11.4%
VOL
15.0%
19.4%
13.2%
13.2%
8.7%
TER
0.2%
0.2%
0.0%
0.1%
1.6%
AUM
₹104 Cr
₹555 Cr
₹181 Cr
₹3,582 Cr
₹45 Cr
INFO
0.55
0.44
0.75
0.65
1.31
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 Mar
Top holdings
Motilal Oswal Nifty 5y Bench G-Sec ETF
48.6%
Motilal Oswal Nifty 500 Dir Gr
27.9%
ICICI Pru Gold ETF
11.6%
Motilal Oswal S&P 500 Index Dir Gr
11.5%
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)
Rakesh Shetty
Bhalchandra Shinde

FAQs