Motilal Oswal Asset Allocation Passive FOF - Conservative

AMC: MOTILALOSWAL High Risk

📊 Quick Summary Of This Page

Motilal Oswal Asset Allocation Passive FOF - Conservative is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹500
Minimum SIP
0.49%
Expense Ratio
Mr. Swapnil P Mayekar
Fund Manager
Growth
Plan Type
19 Feb 2021
Launch Date
1%
1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.
Exit Load
NAV Momentum
Fund Analysis

Motilal Oswal Asset Allocation Passive FOF - Conservative does not yet have a 5-year performance history.

The average return for funds is 61.66% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 17.85% 2.52%
2 Year Return 43.35% 14.81%
3 Year Return 55.85% 41.29%
4 Year Return N/A 54.54%
5 Year Return N/A 61.66%
6 Year Return N/A 80.31%
7 Year Return N/A 90.53%
Expense Ratio 0.49% -
NAV History
Fund Information

AMC: MOTILALOSWAL

Category:

Launch Date: 19 Feb 2021

Fund Manager: Mr. Swapnil P Mayekar

Minimum Purchase: ₹500

Exit Load: 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

Lock-in: 0

Risk: High Risk

About This Fund

Motilal Oswal Asset Allocation Passive FOF - Conservative is managed by MOTILALOSWAL .

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Motilal Oswal Asset Allocation Passive FOF - Conservative is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Motilal Oswal Asset Allocation Passive FOF - Conservative depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Motilal Oswal Asset Allocation Passive FOF - Conservative holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Motilal Oswal Asset Allocation Passive FOF - Conservative, based on the latest portfolio data.

Motilal Oswal Asset Allocation Passive FOF - Conservative currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Motilal Oswal Asset Allocation Passive FOF - Conservative is , which represents the annual cost charged for managing the fund.

Motilal Oswal Asset Allocation Passive FOF - Conservative manages assets worth approximately , representing the total investor capital under management.

Motilal Oswal Asset Allocation Passive FOF - Conservative carries a risk profile based on its portfolio composition, volatility and market exposure.

Motilal Oswal Asset Allocation Passive FOF - Conservative performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Motilal Oswal Asset Allocation Passive FOF - Conservative can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Motilal Oswal Asset Allocation Passive FOF - Conservative is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Motilal Oswal Asset Allocation Passive FOF - Conservative and making investment decisions.

Yes, Motilal Oswal Asset Allocation Passive FOF - Conservative provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Motilal Oswal Asset Allocation Passive FOF - Conservative may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Motilal Oswal Asset Allocation Passive FOF - Conservative to estimate returns and wealth creation over different time periods.