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Motilal Oswal Asset Allocation Passive FoF-Aggressive Direct Growth

Growth
OtherFoFs (Domestic) - Equity Oriented
Small-size FundAssets Under Mgmt: ₹ 71 Cr
Very High RiskPrinciple investment will be at very high risk
16.740.52% (+0.09)

Motilal Oswal Asset Allocation Passive FoF-Aggressive NAV Price Chart

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OtherFoFs (Domestic) - Equity Oriented
Small-size FundAssets Under Mgmt: ₹ 71 Cr
Very High RiskPrinciple investment will be at very high risk

Motilal Oswal Asset Allocation Passive FoF-Aggressive Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.100.68
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.450.29

Motilal Oswal Asset Allocation Passive FoF-Aggressive Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 15D Nil after 15D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
Nifty 5 yr Benchmark G-Sec Index TRI

About FoFs (Domestic) - Equity Oriented

FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.

Motilal Oswal Asset Allocation Passive FoF-Aggressive Peers & Comparison

Comparing 3 mutual funds from 
OtherFoFs (Domestic) - Equity Oriented
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal Asset Allocation Passive FoF-Aggressive10.31%12.89%13.38%
ICICI Pru Thematic Advantage Fund19.04%19.24%16.46%
Mirae Asset Equity Allocator FoF9.07%14.40%20.81%
Nippon India Nifty Next 50 Junior BeES FoF5.74%15.21%15.69%

Motilal Oswal Asset Allocation Passive FoF-Aggressive Returns Comparison

Compare Motilal Oswal Asset Allocation Passive FoF-Aggressive with any MF, ETF, stock or index
Compare Motilal Oswal Asset Allocation Passive FoF-Aggressive with any MF, ETF, stock or index
Motilal Oswal Asset Allocation Passive FoF-Aggressive
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Motilal Oswal Asset Allocation Passive FoF-Aggressive Asset Allocation

Actual

Target

Jun 2024

Sep 2024

Dec 2024

Mar 2025

ACTUAL
Cash & EquivalentsMutual Funds0.49%99.51%

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Tickertape Separator

Motilal Oswal Asset Allocation Passive FoF-Aggressive Sector Distribution

Others100.00 %

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Tickertape Separator

Motilal Oswal Asset Allocation Passive FoF-Aggressive Sector Weightage

Dec 23Mar 24Jun 24Sep 24Dec 24Mar 25100.00%100.00%100.00%100.00%100.00%100.00%
Others as a % of total holdings for last six quarters
Tickertape Separator

Motilal Oswal Asset Allocation Passive FoF-Aggressive Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Motilal Oswal Asset Allocation Passive FoF-Aggressive

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

  • No.of Schemes

    45

  • Total AUM

    ₹ 90,563.66 Cr.

Motilal Oswal Asset Allocation Passive FoF-Aggressive Fund Manager Profile

Bhalchandra Shinde

AUM:  ₹1,094.19 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Rakesh Shetty

AUM:  ₹88,980.64 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Motilal Oswal Asset Allocation Passive FoF-Aggressive Manager Performance (0)

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Motilal Oswal Asset Allocation Passive FoF-Aggressive Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

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Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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Motilal Oswal Asset Allocation Passive FoF-Aggressive Review & Opinions

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Frequently asked questions

  1. What is the current price / NAV of Motilal Oswal Asset Allocation Passive FoF-Aggressive?

    The current NAV of Motilal Oswal Asset Allocation Passive FoF-Aggressive is ₹16.74, as of 17th April 2025.

  2. What are the returns of Motilal Oswal Asset Allocation Passive FoF-Aggressive?

    The Motilal Oswal Asset Allocation Passive FoF-Aggressive was launched on 12th March 2021. This mutual fund's past returns are as follows:
    • 1 Year Returns: 10.31%
    • 3 Year Returns: 12.89%

  3. What are the top 5 sectoral holdings of Motilal Oswal Asset Allocation Passive FoF-Aggressive?

    The top sectors Motilal Oswal Asset Allocation Passive FoF-Aggressive has invested in are as follows:
    • Others | 100.00%
    This data is as on 17th April 2025.

  4. What are the top 5 holdings of Motilal Oswal Asset Allocation Passive FoF-Aggressive?

    The top 5 holdings for Motilal Oswal Asset Allocation Passive FoF-Aggressive are as follows:
    • Motilal Oswal Nifty 500 Fund - Direct Plan | 48.54%
    • Motilal Oswal S&P 500 Index Fund DirectPlan Growth | 20.41%
    • Motilal Oswal Nifty 5 Year Benchmark G-sec ETF-Gr | 18.97%
    • ICICI Prudential Gold ETF | 11.58%
    • Net Receivables / (Payables) | 0.49%
    This data is as on 17th April 2025.

  5. What is the asset allocation of Motilal Oswal Asset Allocation Passive FoF-Aggressive?

    The asset allocation for Motilal Oswal Asset Allocation Passive FoF-Aggressive is as follows:
    • Mutual Funds | 99.51%
    • Cash & Equivalents | 0.49%
    This data is as on 17th April 2025.

  6. What is the AUM of Motilal Oswal Asset Allocation Passive FoF-Aggressive?

    The AUM (i.e. assets under management) of Motilal Oswal Asset Allocation Passive FoF-Aggressive is ₹71.67 Cr as of 17th April 2025.

  7. What is the expense ratio of Motilal Oswal Asset Allocation Passive FoF-Aggressive?

    The expense ratio of Motilal Oswal Asset Allocation Passive FoF-Aggressive Plan is 0.10 as of 17th April 2025.

  8. What is the volatility or standard deviation of Motilal Oswal Asset Allocation Passive FoF-Aggressive?

    The volatility or standard deviation for the Motilal Oswal Asset Allocation Passive FoF-Aggressive is 9.87

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  9. What is the sharpe ratio of Motilal Oswal Asset Allocation Passive FoF-Aggressive?

    The Sharpe ratio for the Motilal Oswal Asset Allocation Passive FoF-Aggressive is 0.68

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  10. What is the Sortino ratio of Motilal Oswal Asset Allocation Passive FoF-Aggressive?

    The Sortino Ratio for the Motilal Oswal Asset Allocation Passive FoF-Aggressive is 0.07

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.