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

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

Lump-Sum Investment Returns

SIP Returns

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.