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Compare Motilal Oswal Asset Allocation Passive FoF - Conservative vs Quant Multi Asset Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | High | High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹500 | ₹1000 |
Expense Ratio | 0.49 | 1.87 |
NAV | ₹14.71 | ₹134.61 |
Fund Started | 19 Feb 2021 | 19 Feb 2001 |
Fund Size | ₹43.32 Cr | ₹3152.60 Cr |
Exit Load | Exit load of 1% if redeemed within 15 Days. | Exit load of 1%, if redeemed within 15 days. |
Risk
High
High
Rating
2.0
4.0
Min SIP Amount
₹500
₹1000
Expense Ratio
0.49
1.87
NAV
₹14.71
₹134.61
Fund Started
19 Feb 2021
19 Feb 2001
Fund Size
₹43.32 Cr
₹3152.60 Cr
Exit Load
Exit load of 1% if redeemed within 15 Days.
Exit load of 1%, if redeemed within 15 days.
Returns
1 Year | 13.71% | 27.92% |
3 Year | 10.05% | 20.48% |
5 Year | - | 27.61% |
1 Year
13.71%
27.92%
3 Year
10.05%
20.48%
5 Year
-
27.61%
Holding Analysis
Equity | 0.00% | 52.72% |
Cash | 100.00% | 38.88% |
Equity
0.00%
52.72%
Cash
100.00%
38.88%
Top Holdings
Top 10 Holdings | - |
|
Top 10 Holdings
-
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.20% |
Premier Energies Ltd. | 8.63% |
ITC Ltd. | 7.98% |
JIO Financial Services Ltd. | 6.48% |
Life Insurance Corporation of India | 6.27% |
Larsen & Toubro Ltd. | 5.88% |
NTPC Ltd. | 2.49% |
Tata Chemicals Ltd. | 2.25% |
Manappuram Finance Ltd. | 1.75% |
Afcons Infrastructure Ltd. | 1.07% |
Fund Manager
Name | Rouhak Shah | Ankit A Pande |
Start Date | 02 Aug 2022 | 22 Aug 2023 |
Name
Rouhak Shah
Ankit A Pande
Start Date
02 Aug 2022
22 Aug 2023
About Fund
Description | The scheme seeks to generate long term growth/capital appreciation by offering asset allocation investment solution that predominantly invests in passive funds such as ETF/Index Funds of equity and equity related instruments (domestic as well as international), fixed income and Gold The scheme seeks to generate long term growth/capital appreciation by offering asset allocation investment solution that predominantly invests in passive funds such as ETF/Index Funds of equity and equity related instruments (domestic as well as international), fixed income and Gold | The scheme aims to generate income and capital appreciation by investing in instruments across the three asset classes viz. Equity, Debt and Commodity. |
Launch Date | 19 Feb 2021 | 19 Feb 2001 |
Description
The scheme seeks to generate long term growth/capital appreciation by offering asset allocation investment solution that predominantly invests in passive funds such as ETF/Index Funds of equity and equity related instruments (domestic as well as international), fixed income and Gold The scheme seeks to generate long term growth/capital appreciation by offering asset allocation investment solution that predominantly invests in passive funds such as ETF/Index Funds of equity and equity related instruments (domestic as well as international), fixed income and Gold
The scheme aims to generate income and capital appreciation by investing in instruments across the three asset classes viz. Equity, Debt and Commodity.
Launch Date
19 Feb 2021
19 Feb 2001
