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This One-Year-Old Multi-Asset Allocation Fund (FoF) Has Given Up To 12.10% Returns

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Professional management, lower transaction costs, diversification, and liquidity are all advantages of mutual fund investing. OIF you are looking for a new mutual fund for investment, this mutual might be the right choice for you as this fund is recently turned 1 year. Check out this multi-asset allocation fund that has given good returns since its launch.

 

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

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

This is a Multi-Asset Allocation mutual fund scheme is a one-year-old fund launched on 12th March 2022 by the Motilal Oswal Mutual Fund. The Conservative - direct plan-growth scheme of this fund has Assets Under Management of Rs 64.89 Crores. The NAV of this scheme is Rs 11.2103 declared on 30th March 2022. The expense ratio of the scheme is 0.05%, which is below its category average when compared. It is open-ended and is a medium-sized fund of its category. It has a 1% exit load.

It is a risky fund and doesn't guarantee returns. Investors should follow the fund details before making any investment decision. For investment in this scheme, the minimum required amount is Rs 500 and for SIP the minimum amount is also Rs 500.

Absolute And Annualised Returns
 

Absolute And Annualised Returns

Lump-Sum Investment Returns

Investment PeriodAbsolute ReturnsAnnualised Returns
1 Year11.87%11.87%
Since Inception12.10%11.50%


SIP Returns

SIP PeriodAbsolute ReturnsAnnualised Returns
1 Year4.54%8.53%
Portfolio

Portfolio

The fund has a 41.75 percent equity allocation and a 47.75 percent debt ratio. 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 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 top holdings are in Motilal Oswal 5 Year G-Sec ETF - Growth, Motilal Oswal Nifty 500 Fund Direct-Growth, ICICI Prudential Gold Exchange Traded Fund-IDCW, Motilal Oswal S&P 500 Index Fund Direct-Growth, 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, March 31, 2022, 10:33 [IST]
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