Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth - Regular - Latest NAV [ ₹15.0934 ], Returns, Performance, Portfolio & Returns 2024

Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth

Direct

Growth

3 yr CAGR
+11.04%
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Direct

Growth

3 yr CAGR
+11.04%
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Fund overview

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Net Asset Value

₹15.0934
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AUM (Fund size)

43.01 Crore
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Lock-in period

No Lock-in
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Exit Load

1% in 15 days
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Expense ratio

0.05%
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Risk

High
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.14 Lakhs ₹
Min investment of ₹500 required
risk

Top holdings

HoldingsWeightage
Motilal Oswal Nifty 5y Bench G-Sec ETF47.93%
Motilal Oswal Nifty 500 Dir Gr29.72%
Motilal Oswal S&P 500 Index Dir Gr11.88%
ICICI Pru Gold ETF10.5%
Net Receivables / (Payables)0.05%

Calculate returns

Monthly (SIP)
One-Time
4000
20
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

About Motilal Oswal Asset Management Company Limited - Portfolio Managers

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated on November 14, 2008. Motilal Oswal Trustee Company Ltd. is the trustee company.

Managers

Rouhak Shah, Rakesh Shetty

Custodians

Deutsche Bank AG

Address

Motilal Oswal Asset Management Company Limited Motilal Oswal Tower,

Fax Nos.

+91 22 22816161

Telephone Nos.

+91 22 39804263

Homepage

www.motilaloswalmf.com

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Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.14 Lakhs ₹
Min investment of ₹500 required
risk

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Frequently Asked Questions

What are Balanced/Hybrid funds?

Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

What is a lock-in period?

It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates

Is KYC necessary for BLACK?

KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.

What is a Mandate (Auto-SIP)?

A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.