QUICK FUND SUMMARY
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Growth is a mutual fund managing assets worth ₹73.39 Cr. The current NAV is ₹17.42 as of Jul 17. It has delivered a 5-year CAGR of 10.59%. Investors can start with a minimum SIP amount of ₹500.
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Details
Fund Size | ₹73.39 Cr |
Type | Other: FoFs (Overseas/Domestic) |
Minimum Investment | ₹500 |
NAV (Jul 17) | ₹17.42 |
Plan Type | Regular |
Launch Date | 12 Mar 2021 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 0.57% |
Withdrawal Charge | Exit load of 1% if redeemed within 15 Days. |
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Peer Comparison
Comparison of funds that belong to the same category, based on historical returns
| Funds | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
 Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative | +9.46% | +12.66% | +10.59% |
 HDFC Balanced Advantage Fund | +0.91% | +13.17% | +15.12% |
 ICICI Prudential Balanced Advantage Fund | +5.62% | +11.37% | +11.01% |
 Edelweiss Balanced Advantage Fund | +3.76% | +9.41% | +9.43% |
Returns Calculator
Monthly Investment
Time Period
Returns That Could Have Been Yours
3 years ago, had you invested:
₹3,600
You could have made a profit of:
₹749
Your Total Value could have reached:
₹4,349
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Risk Indicator
The risk of the scheme is high
As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance
FAQs on Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative is a Growth Others mutual fund managed by Motilal Oswal Mutual Fund.
The current NAV of Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative is ₹17.42 as of Jul 17.
You can invest in Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative is ₹500.
The expense ratio of Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative is 0.57%.
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative has an exit load as follows: exit load of 1% if redeemed within 15 Days.
For Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative, if it is an Equity Fund of Funds (having ≥65% of domestic equity funds as underlying), capital gains are taxed similarly to equity funds: STCG of 20% (plus applicable surcharge and 4% health & education cess) if redeemed within 12 months and LTCG of 12.5% if redeemed after 12 months. For Non-Equity Fund of Funds (having <65% of domestic equity funds as underlying, including international, gold, and multi-asset FoFs), gains are taxed based on a 24-month holding period: if redeemed within 24 months or less, profits are added to your total income and taxed as per your individual income tax slab rate; if held for more than 24 months, profits are taxed at a flat rate of 12.5% without indexation benefits. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.