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Motilal Oswal Asset Allocation Passive FoF-Aggressive-Reg(G)

Motilal Oswal Asset Allocation Passive FoF-Aggressive-Reg(G)

19.24127 Apr 2026

Chart

PlanNormal
Returns (6 months)2.216%
Expense ratio0.45%
Min Investment500
AUM142.98 Cr
Inception date12 Mar 2021

Return Calculator

₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns₹0
Total Amount₹0

Benchmark Returns

BENCHMARK: Gold-India
Annualised returns
NAME
Fund Returns
Benchmark Returns
1W
1M
3M
6M
1Y
3Y
5Y
INCEPTION
NA
6.84%
0.40%
2.22%
15.95%
17.81%
13.16%
13.61%
NA
NA
NA
NA
NA
4.30%
5.34%
9.19%

Holdings

Name
Motilal Oswal Nifty 500 Fund - Direct Plan
Motilal Oswal Nifty 500 Fund - Direct Plan
Motilal Oswal Nifty 5 Year Benchmark G-sec ETF-Gr
Motilal Oswal Nifty 5 Year Benchmark G-sec ETF-Gr
Motilal Oswal S&P 500 Index Fund DirectPlan Growth
Motilal Oswal S&P 500 Index Fund DirectPlan Growth
Motilal Oswal Gold ETF
Motilal Oswal Gold ETF
CBLO
CBLO
Net Current Asset
Net Current Asset
Instrument
Share %
Domestic Mutual Funds Units
50.60%
Domestic Mutual Funds Units
23.89%
Domestic Mutual Funds Units
13.32%
Domestic Mutual Funds Units - Gold
12.27%
Cash & Cash Equivalents and Net Assets
0.58%
Cash & Cash Equivalents and Net Assets
-0.66%
Risk Meter
Risk MeterPin
Your investment is at
Very High Risk
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
SM
Swapnil P Mayekar
RS
Rakesh Shetty
Lock in Period
Nil
Investment cannot be redeemed before this period completes.
Exit Load
1% on or before 15D, Nil after 15D

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