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)

73 Cr

Lock In Period

N/A

Expense Ratio

0.55

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(%)
1M0.94-0.2111.95
6M1.111.8519.35
1Y9.354.5889.33
3Y12.8912.77190.90

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-06-30
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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 Funds of Fundsscheme with Assets Under Management of ₹73 Crore. The fund benchmarks its performance against the Nifty 5 Year Benchmark G-Sec Index while maintaining an expense ratio of 0.55. 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 Name1Y3Y
This FundBaroda BNP Paribas Aqua Fund of Fund Growth17.152241.3172
This FundICICI Prudential Passive Multi-Asset Fund of Funds Growth11.425343.8019
This FundMotilal Oswal Asset Allocation Passive FOF - Conservative Growth9.347543.8867
This FundUTI Silver ETF Fund of Fund Growth85.7771181.348
This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth21.1058187.5521

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 0.55. 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 : 0.94%
  • 6 Months : 1.11%
  • 1 Year : 9.35%
  • 3 Years : 12.89%
Returns of Motilal Oswal Asset Allocation Passive FOF - Conservative Growth are updated daily based on NAV of ₹ 17.5178 as on Jul 31,2026. Since inception, the return has been 43.89%.

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 ₹73 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.