Motilal Oswal Multi Asset Passive FoF - Direct Plan has delivered 81.28% absolute return over the last 5 years.
The average return for funds is 61.66% .
This fund ranks #30 in its category based on 5-year returns.
The largest portfolio holding is MOTILAL OSWAL NIFTY NEXT 50 ETF with a portfolio weight of 13.75% .
The fund currently owns more than 14 stocks.
The top 10 holdings account for 96.08% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 18.75% | 2.52% |
| 2 Year Return | 50.98% | 14.81% |
| 3 Year Return | 67.61% | 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 | 0.09% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Mutual Funds |
13.75%
|
|
| 2 | Finance - Mutual Funds |
12.52%
|
|
| 3 | Finance - Mutual Funds |
11.51%
|
|
| 4 | Finance - Mutual Funds |
11.43%
|
|
| 5 | Finance - Mutual Funds |
10.40%
|
|
| 6 | Finance - Mutual Funds |
10.10%
|
|
| 7 | Finance - Mutual Funds |
8.33%
|
|
| 8 | Finance - Mutual Funds |
7.47%
|
|
| 9 | Finance - Mutual Funds |
5.56%
|
|
| 10 | Finance - Mutual Funds |
5.01%
|
|
| 11 | Finance - Mutual Funds |
2.71%
|
|
| 12 | Finance - Mutual Funds |
1.25%
|
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: Moderate Risk
Motilal Oswal Multi Asset Passive FoF - 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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