- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Asset Allocation Passive FoF - Conservative Regular Growth
Motilal Oswal Asset Allocation Passive FoF - Conservative Regular Plan Growth
₹ 14.8114
NAV (Oct 14)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.8114
NAV (Oct 14)
Fund Returns
Last 1Y | 21.2% |
Last 3Y | 9.9% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 11.5% |
6 Month CAGR | 7.8% |
Scheme Information
The scheme seeks 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 The scheme seeks 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
Expense Ratio | 0.49 |
Launched (0y ago) | 0.49 |
AUM in Crores | 43.9 |
ISIN | INF247L01AO6 |
Lock-in | - |
Benchmark | NA |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 5.9 |
Beta | 0.5 |
Sharpe Ratio | 0.9 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Asset Allocation Passive FoF - Conservative (G) | 9,33,543 | 2,00,931 | 9.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
Motilal Oswal Nifty 5 year Benchmark G-Sec ETF - Growth
47.5%Motilal Oswal Nifty 500 Index Fund Direct - Growth
31.1%Motilal Oswal S&P 500 Index Fund Direct - Growth
11.6%ICICI Prudential Gold Exchange Traded Fund-IDCW
9.3%Others
0.5%Allocation by Sector
Financial
8.7%Technology
4.4%Energy
4.2%Services
4.2%Capital Goods
3.7%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 8,029 cr | ||
₹ 10,307 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14% | 23.5% | ||
26.7% | 28.3% | ||
4.9% | 4.2% | ||
35% | 25.2% | ||
26.1% | 19.3% |
Motilal Oswal Asset Allocation Passive FoF - Conservative Regular Plan Growth Review
Motilal Oswal Asset Allocation Passive FoF - Conservative Regular Plan Growth is a Medium To Long Duration Debt fund and has delivered an annualised return of 11.548% over a period of 3 years. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Rakesh Shetty, Rouhak Shah.
Nav of Motilal Oswal Asset Allocation Passive FoF - Conservative as of 10/14/2024 is ₹14.81 with the total AUM as of 10/16/2024 is ₹43.8909. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Asset Allocation Passive FoF - Conservative was launched on 2021-03-12. The category risk of the fund is Average.
The minimum SIP amount for Motilal Oswal Asset Allocation Passive FoF - Conservative Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Motilal Oswal Asset Allocation Passive FoF - Conservative Regular Growth is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to null.
It is rated as a null fund in Debt and delivered 21.215% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Asset Allocation Passive FoF - Conservative.
Frequently Asked Questions
What is Motilal Oswal Asset Allocation Passive FoF - Conservative?
How to invest in Motilal Oswal Asset Allocation Passive FoF - Conservative?
You can invest in Motilal Oswal Asset Allocation Passive FoF - Conservative Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Motilal Oswal Asset Allocation Passive FoF - Conservative?
The minimum sip amount for Motilal Oswal Asset Allocation Passive FoF - Conservative Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal Asset Allocation Passive FoF - Conservative Regular Plan good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Motilal Oswal Asset Allocation Passive FoF - Conservative Regular Plan Growth?
The expense ratio of the Motilal Oswal Asset Allocation Passive FoF - Conservative Regular Growth is 0.49% for regular plan.
What is the NAV of Motilal Oswal Asset Allocation Passive FoF - Conservative?
Today's Motilal Oswal Asset Allocation Passive FoF - Conservative Regular Growth NAV is ₹14.81.