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This 1-Year-Old Multi-Asset Allocation Fund Has Offered 13.62% Annual Average Returns

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As an mutual fund investor, it is important and crucial to invest in various assets to diversify the risk. The choice of asset allocation is crucial. More than any other decision, such as which securities to invest in or when to invest, the decision of how much to invest in various assets determines the portfolio's returns. Here, in this article, we give an analysis of this one-year-old Multi-Asset Allocation fund- Aggressive- Direct Plan-Growth fund. This fund has offered good performance returns in the last 1 year.

 

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 is a hybrid Multi-Asset Allocation (Aggressive) Mutual fund from Motilal Oswal Mutual fund. It is an open-ended medium-sized fund of its category launched on12 March 2021.

The Asset Under Management (AUM) of this fund is Rs 65.4 crore. The Net Asset Value (NAV) of this fund declared on 22nd April 2022 is Rs 11.5267. The fund has an expense ratio of 0.05%, which is less than its category average. 

To invest in this fund, the minimum investment amount required for both lump-sum and SIP is Rs 500. There is no lock-in period in this fund. However, this fund charges 1% exit charge within 15 days. 

Absolute And Annualized Returns
 

Absolute And Annualized Returns

Lump-Sum Returns

Investment PeriodAbsolute ReturnsAnnualised Returns
3 Month0.14%-
6 Month-0.82%-
YTD-0.54%-
1 Year14.03%14.03%
Since Inception15.27%13.62%

SIP Returns

SIP PeriodAbsolute ReturnsAnnualised Returns
1 Year4.33%8.12%
Portfolio and Top Holdings

Portfolio and Top Holdings

The fund has a 72.49 per cent equity allocation and a 17.47 per cent debt exposure. The equity part of the fund is predominantly invested in the financial industry. In comparison to other funds in the category, it has less exposure to financial industries. The fund's debt part has a low credit rating, meaning that the borrowers to whom it has given money are not of high quality.

The fund's top holdings are in:

  1. Motilal Oswal Nifty 500 Fund Direct-Growth
  2. Motilal Oswal S&P 500 Index Fund Direct-Growth
  3. Motilal Oswal 5 Year G-Sec ETF - Growth
  4. ICICI Prudential Gold Exchange Traded Fund-IDCW
  5. Motilal Oswal NASDAQ 100 ETF Fund.

Disclaimers

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: Monday, April 25, 2022, 16:09 [IST]
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