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This 1-Year Old Multi-Asset Allocation Fund Has Given 14.92% Average Returns

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The growth in the mutual fund market is never linear; volatility is the market's intrinsic character. A low-volatility strategy is an investment technique that selects equities that are less volatile than the wider market. This hybrid mutual fund that we have analysed here is a 1-year-old multi-asset allocation fund that invests in passive instruments for good returns and has offered promising returns since its inception last year. This fund is offered a good investment option to risk taker investors. Check out returns and portfolio.

 

Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive - Direct Plan-Growth

Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive - Direct Plan-Growth

This multi-asset allocation fund (FoF) was launched on 12th March 2021 by the Motilal Oswal Mutual Fund.

It is an open-ended medium-sized fund of its category that aims for long term capital growth by investing in a passive fund such as ETF or Index Funds of equity and equity-related instruments, fixed income and gold.

The fund has Asset Under Management worth Rs 65.4 Crore. Whereas, its NAV as of 13th April 2022 is Rs 11.633. It is an expense ratio of 0.05%, which is very low compared to its category average and what other funds charges in this category. 

The fund has been marked as a highly risky fund for investments. As the fund is an hybrid mutual fund, it doesn't guarantee returns. It is marked linked fund.

For investment in this fund, the minimum lump-sum investment amount required is Rs 500, and for SIP, it is also Rs 500. The fund charges 1% exit load if redeemed on or before 15 days from the date of allotment. 

 

Absolute And Annualised Returns
 

Absolute And Annualised Returns

Lump-Sum Investment Returns

Investment PeriodAbsolute ReturnsAnnualised Returns
1 Year15.40%15.40%
Since Inception16.33%14.92%


SIP Returns

SIP PeriodAbsolute ReturnsAnnualised Returns
1 Year4.93%9.27%
Portfolio

Portfolio

The fund has 72.49 per cent invested in equities and 17.47 per cent invested in debt. The equity part of the fund is mostly invested in financial industries. It has less exposure to financial sectors than other funds in the category. The fund's debt has a low credit grade, meaning that the borrowers to whom it has given money are not of high quality.

The fund's top holdings are in Motilal Oswal Nifty 500 Fund Direct-Growth, Motilal Oswal S&P 500 Index Fund Direct-Growth, Motilal Oswal 5 Year G-Sec ETF - Growth, ICICI Prudential Gold Exchange Traded Fund-IDCW, Motilal Oswal NASDAQ 100 ETF Fund.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

Story first published: Thursday, April 14, 2022, 14:34 [IST]
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