Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth
Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth: Mutual Fund Overview
Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth is an Multi Asset Allocation mutual fund with over 5.03 years of performance history. The scheme manages an AUM of ₹145.42 Cr and has a NAV of ₹18.7463. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 13.34%.
Hybrid, Multi Asset Allocation, Principal at very high risk
1 Year Return 13.34% at 24 Mar 2026 04:25 PM
Fund Details
NAV 18.7463
Sub-Type Multi Asset Allocation
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 5.03
Fund Size(in Crores) 145.42
Fund Performance
1 Month -5.63%
3 Month -4.12%
6 Month -0.09%
1 Year 13.34%
3 Year 17.71%
5 Year 13.62%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Financial 16.17 Services 6.33 Energy 6.21 Capital Goods 5.51 Technology 4.8 Healthcare 4.65 Automobile 4.3 Consumer Staples 3.6 Metals & Mining 2.44 Construction 2.42 Communication 2.05 Materials 1.9 Consumer Discretionary 1.89 Insurance 1.22 Chemicals 1.13 Textiles 0.11 Others 0.1 Diversified 0.04 Unclassified 0.02 Top Holding
Debt & Others (100%) Sector Allocation Reverse Repo/CBLO 0.43 Net Receivables 0.1 Mutual Fund 99.47 Debt Credit Ratings SOV 21.91 Cash & Call Money 0.68 Debt Category Motilal Oswal Nifty 500 Index Direct-G 51.83 Motilal Oswal S&P 500 Index Direct-G 13.37 Others 0.53 Motilal Oswal Gold ETF-G 12.21
Comparison with same funds
Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular - Growth Ret 1M -3.66% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular - IDCW Payout Ret 1M -3.66% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular - IDCW Reinvestment Ret 1M -3.66% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi Asset Allocation Fund Regular-Growth Ret 1M -10.97% Ret 1Y 9.64% Ret 3Y 15.31% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi Asset Allocation Fund Regular-IDCW Ret 1M -10.97% Ret 1Y 9.64% Ret 3Y 15.31% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi Asset Allocation Fund Regular-IDCW Reinvestment Ret 1M -10.97% Ret 1Y 9.64% Ret 3Y 15.31% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-Growth Ret 1M -6.79% Ret 1Y 12.48% Ret 3Y 17.6% Ret 5Y 13.15%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-IDCW Ret 1M -6.79% Ret 1Y 12.48% Ret 3Y 17.6% Ret 5Y 13.15%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-IDCW Payout Ret 1M -6.79% Ret 1Y 12.48% Ret 3Y 17.6% Ret 5Y 13.15%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi - Asset Passive FoF Regular-Growth Ret 1M -7.12% Ret 1Y 10.19% Ret 3Y 17.5% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi - Asset Passive FoF Regular-IDCW Ret 1M -7.12% Ret 1Y 10.19% Ret 3Y 17.5% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.08%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Bhalchandra Shinde
Education Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
Rouhak Shah
Education Mr. Shah has done BMS, M.Com(PGDBA), MBA(Finanace) and CFA- Level 1.
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with ICICI Prudential Life Insurance Limited and Kotak Life Insurance Limited as an Equity Dealer.
Rakesh Shetty
Education Mr. Shetty has done B.Com
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Swapnil P Mayekar
Education Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 33
Date of Incorporation 2021-03-12
Total AUM 135166.52
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth FAQs
How to invest in Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth?
Investing in Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth?
The term expense ratio for Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth is 0.08% as of 24 Mar 2026.
What is the NAV of Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth?
The NAV of Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth is ₹18.7463 as of 24 Mar 2026.
What is the AUM of Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth?
The AUM (Assets Under Management) of Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth is ₹145.42 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth?
The PE ratio of Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth?
Yes, you can invest in Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth in the last 5 years?
The return of Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth in the last 5 years is 13.62%.
What is the minimum SIP investment required in Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth?
The minimum SIP investment in Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth depends on the fund's scheme rules and usually starts at a small amount. For Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth?
The NAV of Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth, as of 24 Mar 2026, is ₹18.7463.
Who manages the Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth?
The fund managers responsible for Motilal Oswal Asset Allocation Passive FoF - Aggressive Direct - Growth are:
- Bhalchandra Shinde
- Rouhak Shah
- Rakesh Shetty
- Swapnil P Mayekar