Motilal Oswal Asset Allocation Passive FOF - Conservative - Direct Plan has delivered 67.47% absolute return over the last 5 years.
The average return for funds is 61.66% .
This fund ranks #45 in its category based on 5-year returns.
The largest portfolio holding is MOTILAL OSWAL NIFTY 5 YEAR BENCHMARK G SEC ETF GROWTH with a portfolio weight of 51.21% .
The fund currently owns more than 6 stocks.
The top 10 holdings account for 100.00% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 18.69% | 2.52% |
| 2 Year Return | 45.43% | 14.81% |
| 3 Year Return | 59.33% | 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 | 0.06% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Mutual Funds |
51.21%
|
|
| 2 |
28.16%
|
||
| 3 |
10.17%
|
||
| 4 | Finance - Mutual Funds |
10.11%
|
|
| 5 |
0.72%
|
||
| 6 |
-0.37%
|
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: 1
Risk: High Risk
Motilal Oswal Asset Allocation Passive FOF - Conservative - Direct Plan 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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