Motilal Oswal Asset Allocation Passive FoF - Aggressive Regular - Growth
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Hybrid, Multi Asset Allocation, Principal at very high risk
1 Year Return 17.28% at 05 Feb 2026 11:33 AM
Fund Details
NAV 19.2678
Sub-Type Multi Asset Allocation
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 4.9
Fund Size(in Crores) 124.55
Fund Performance
1 Month -0.25%
3 Month 2.33%
6 Month 10.05%
1 Year 17.28%
3 Year 18.03%
5 Year 0.0%
Know This Fund
As on 05 Feb 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 15.53 Services 6.79 Energy 5.99 Technology 5.94 Capital Goods 5.55 Healthcare 4.57 Automobile 4.15 Consumer Staples 3.67 Construction 2.33 Communication 2.11 Metals & Mining 2.1 Consumer Discretionary 1.97 Materials 1.79 Insurance 1.26 Chemicals 1.12 Textiles 0.11 Others 0.1 Diversified 0.04 Unclassified 0.02 Top Holding
Debt & Others (100%) Sector Allocation CBLO 0.54 Net Payables -0.29 Mutual Fund 99.75 Debt Credit Ratings SOV 18.39 Cash & Call Money 0.75 Debt Category Motilal Oswal S&P 500 Index Direct-G 15.33 Motilal Oswal Gold ETF-G 15.67 Motilal Oswal Nifty 500 Index Direct-G 49.87 Motilal Oswal Nifty 5 year Benchmark G-Sec ETF-G 18.89
Comparison with same funds
Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular - Growth Ret 1M 4.89% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular - IDCW Payout Ret 1M 4.89% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular - IDCW Reinvestment Ret 1M 4.89% 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 1.95% Ret 1Y 22.42% Ret 3Y 18.97% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi Asset Allocation Fund Regular-IDCW Ret 1M 1.95% Ret 1Y 22.42% Ret 3Y 18.97% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi Asset Allocation Fund Regular-IDCW Reinvestment Ret 1M 1.95% Ret 1Y 22.42% Ret 3Y 18.97% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-Growth Ret 1M 0.65% Ret 1Y 21.81% Ret 3Y 19.99% Ret 5Y 15.12%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-IDCW Ret 1M 0.65% Ret 1Y 21.81% Ret 3Y 19.99% Ret 5Y 15.12%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-IDCW Payout Ret 1M 0.65% Ret 1Y 21.81% Ret 3Y 19.99% Ret 5Y 15.12%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi - Asset Passive FoF Regular-Growth Ret 1M 1.37% Ret 1Y 19.34% Ret 3Y 20.77% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi - Asset Passive FoF Regular-IDCW Ret 1M 1.37% Ret 1Y 19.34% Ret 3Y 20.77% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.45%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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) 37
Date of Incorporation 2021-03-12
Total AUM 2025-12-31
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.
Take Your Next Step
