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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹143 Cr

Lock In Period

N/A

Expense Ratio

0.45

Benchmark

NIfty 500 Total Return

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.

Summary

Latest details for Motilal Oswal Asset Allocation Passive FOF - Aggressive Growth include a ₹19.1062 NAV as of Apr 16,2026 and returns since inception of 62.74%. Minimum investments start at SIP ₹500. The Motilal Oswal Asset Allocation Passive FOF - Aggressive Growth AUM is ₹143 Cr, with a lock-in of N/A years, expense ratio of 0.45%, and benchmark NIfty 500 Total Return. Exit load is - 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 3.32% returns, against a category average of 0.45% and a category best of 15.05%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.320.4515.05
6M2.131.1152.60
1Y17.285.35154.62
3Y17.6213.46242.14

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-03-31
View allocation % by

1. Motilal Oswal Nifty 500 Fund - Direct Plan50.60%
2. Motilal Oswal S&P 500 Index Fund DirectPlan Growth13.32%
3. Collateralized Borrowing & Lending Obligation0.58%
4. Net Receivables / (Payables)-0.66%

1. Motilal Oswal Nifty 5 Year Benchmark G-sec ETF-Gr23.89%
2. Motilal Oswal Gold ETF12.27%

About Fund

Motilal Oswal Asset Allocation Passive FOF - Aggressive Growth managed by Motilal Oswal Mutual Fund,is a Funds of Fundsscheme with Assets Under Management of ₹143 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 0.45. Under the expert guidance of Swapnil P Mayekar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Swapnil P Mayekar

Mr. Swapnil has done M.Com from Mumbai University and Advanced Diploma in Business Administration. He is associated with Motilal Oswal Asset Management Company Limited from March 2010 till date. Prior to this,he has worked with Business Standard Limited from Aug 2005 to Feb 2010.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundTata Nifty India Digital ETF Fund of Fund Growth0102.61 CR0.48
This FundMirae Asset Hang Seng Tech ETF Fund of Fund Growth076 CR0.53
This FundMotilal Oswal Asset Allocation Passive FOF - Aggressive Growth0142.98 CR0.45
This FundHDFC Silver ETF Fund of Fund Growth04112.31 CR0.55
This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth52067.54 CR0.45
Fund Name1Y3Y
This FundTata Nifty India Digital ETF Fund of Fund Growth-0.278653.2694
This FundMirae Asset Hang Seng Tech ETF Fund of Fund Growth8.304956.0632
This FundMotilal Oswal Asset Allocation Passive FOF - Aggressive Growth17.281462.7375
This FundHDFC Silver ETF Fund of Fund Growth150.2158210.8647
This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth41.9982238.1712

FAQs

Motilal Oswal Asset Allocation Passive FOF - Aggressive Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal Asset Allocation Passive FOF - Aggressive Growth is 0.45. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Asset Allocation Passive FOF - Aggressive Growth’s fund performance is as follows:
  • 1 Month : 3.32%
  • 6 Months : 2.13%
  • 1 Year : 17.28%
  • 3 Years : 17.62%
Returns of Motilal Oswal Asset Allocation Passive FOF - Aggressive Growth are updated daily based on NAV of ₹ 19.1062 as on Apr 16,2026. Since inception, the return has been 62.74%.

You can invest in Motilal Oswal Asset Allocation Passive FOF - Aggressive Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal Asset Allocation Passive FOF - Aggressive Growth is ₹143 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal Asset Allocation Passive FOF - Aggressive Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500