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Motilal Oswal Asset Allocation Passive FoF-Aggressive
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.09 | — | 1.73 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.53 | — | 1.01 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| Nifty 5 yr Benchmark G-Sec Index TRI |
About FoFs (Domestic) - Equity Oriented
FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.
Peers & Comparison
OtherFoFs (Domestic) - Equity Oriented
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Motilal Oswal Asset Allocation Passive FoF-Aggressive | 19.23% | 13.99% | 14.58% |
| ICICI Pru Bharat 22 FOF | 24.42% | 35.70% | 19.42% |
| Mirae Asset Equity Allocator FoF | 18.78% | 16.35% | 22.80% |
| Nippon India Nifty Next 50 Junior BeES FoF | 35.35% | 20.08% | 17.70% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Others
- ConstituentHolding Weight3M Change
- Motilal Oswal Nifty 500 Fund - Direct Plan3M change : -2.30 %
Holdings
48.45 %
-2.30 % - Motilal Oswal S&P 500 Index Fund DirectPlan Growth3M change : 1.18 %
Holdings
23.43 %
1.18 % - Motilal Oswal Nifty 5 Year Benchmark G-sec ETF-Gr3M change : -0.05 %
Holdings
17.75 %
-0.05 %
AMC Profile
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
42
Total AUM
₹ 84,025.55 Cr.
Fund Manager Profile
Rouhak Shah
AUM: ₹112.12 Cr.
|
Exp: 13yrs
Rakesh Shetty
AUM: ₹69,150.59 Cr.
|
Exp: 13yrs
Manager Performance (0)
Tax Implications
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Opinions and Fund Reviews
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%