Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive Direct Growth is a hybrid fund. This fund was started on 12 March, 2021. The fund is managed by . This fund gives you the benefit of diversification.
Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive Direct Growth has given a CAGR return of 15.66% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 25.79% and 14.70% respectively.
Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive Direct Growth has allocated its funds majorly in Government, Financial Services, Tech, Consumer Cyclical, Industrial, Health, Energy, Consumer Defensive, Basic Materials, Communication, Utilities, Cash Equivalent, Real Estate.
As it is a fund of funds mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains up to Rs 1 lakh are exempt from taxation (more than 12 months).
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 (domesti c a s wel l a s international), fixed income and Gold. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive Direct Growth has no lock in period.
Expense ratio | 0.14% |
Benchmark | null |
AUM | ₹67 Cr |
Inception Date | 12 March, 2021 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 19.01% |
Risk | Very High Risk |
Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.36% | 1.36% |
6 Month Returns | 13.15% | 13.15% |
1 Year Returns | 25.79% | 25.79% |
3 Years Returns | 50.91% | 14.7% |
5 Years Returns | 0% | 0% |
AAA | 100 |