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Motilal Oswal Asset Allocation Passive FOF - Conservative Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Motilal Oswal Asset Allocation Passive FOF - Conservative Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹75 Cr

Lock In Period

N/A

Expense Ratio

0.59

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.

Benchmark

Nifty 5 Year Benchmark G-Sec Index

Motilal Oswal Asset Allocation Passive FOF - Conservative Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.77-0.094.01
6M3.022.1718.87
1Y11.674.9223.77
3Y13.7512.5778.27

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-07-31
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About Fund Motilal Oswal Asset Allocation Passive FOF - Conservative Growth

Motilal Oswal Asset Allocation Passive FOF - Conservative Growth managed by Motilal Oswal Mutual Fund,is a Multi Asset Allocationscheme with Assets Under Management of ₹75 Crore. The fund benchmarks its performance against the Nifty 5 Year Benchmark G-Sec Index while maintaining an expense ratio of 0.59. 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
Edelweiss Multi Asset Allocation Fund Growth02,942 CR1.13
HDFC Multi Asset Active FOF Growth26,096 CR1.12
Motilal Oswal Asset Allocation Passive FOF - Conservative Growth075 CR0.59
Nippon India Multi Asset Allocation Fund Growth516,926 CR1.45
ICICI Prudential Multi Asset Fund - Institutional Option - I Growth011,090 CR2.17
Fund Name1Y3Y
This FundEdelweiss Multi Asset Allocation Fund Growth6.350323.7844
This FundHDFC Multi Asset Active FOF Growth8.971946.7407
This FundMotilal Oswal Asset Allocation Passive FOF - Conservative Growth11.671347.1801
This FundNippon India Multi Asset Allocation Fund Growth17.083569.2444
This FundICICI Prudential Multi Asset Fund - Institutional Option - I Growth20.461378.2682

Motilal Oswal Asset Allocation Passive FOF - Conservative Growth FAQs

Motilal Oswal Asset Allocation Passive FOF - Conservative 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 - Conservative Growth is 0.59. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Asset Allocation Passive FOF - Conservative Growth’s fund performance is as follows:
  • 1 Month : 1.77%
  • 6 Months : 3.02%
  • 1 Year : 11.67%
  • 3 Years : 13.75%
Returns of Motilal Oswal Asset Allocation Passive FOF - Conservative Growth are updated daily based on NAV of ₹ 17.7324 as on Aug 17,2026. Since inception, the return has been 47.18%.

You can invest in Motilal Oswal Asset Allocation Passive FOF - Conservative 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 - Conservative Growth is ₹75 crore. It changes based on market performance, inflows, and outflows.

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